Alphabet vs Amazon Earnings: Who Turns AI Spend Into Revenue?

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02-04 17:26
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This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond "Large Model" narratives to focus on real margins and ROI.

$Alphabet(GOOG)$: The "Harvest Season" of Full-Stack AI

Power of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.

Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.

Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of its tech strength, though valuation concerns (higher than MSFT) remain.

$Amazon.com(AMZN)$: Beware the Lingering "Bullwhip Effect"

Inventory Alert: Q3 2025 inventory hit a record peak of $41.5 billion, up 21.28% YoY, far outstripping the 13% revenue growth.

Margins Peaking? Market expects Q4 net margin to pull back to 9.93% (from 11.7%), hit by inventory-driven promotions and logistics costs.

Organizational Slimming: Can the plan to cut 16,000 corporate roles offset inventory costs and sustain its premium valuation?

This Week’s Two Big Tech Reports — Google vs. Amazon, Who Beats?

Which one can hit a new all-time high?

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I think Google can close above $340, benefiting from its full-stack AI advantage.

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Google Cloud +48% But CapEx Spikes! All-In AI Would Drag Stock Down Now?
Alphabet’s earnings sparked violent after-hours swings: shares first fell 7.5%, then rebounded over 4%, before turning lower again as investors digested the outlook. Alphabet reported 18% YoY revenue growth, with Search up 17% and Google Cloud revenue beating estimates by 9%. Even after a 42% jump in R&D and a $2.1B one-off Waymo charge, operating margins stayed above 30%. The sticking point: 2026 spending guidance of $180B, more than 50% above expectations, reigniting fears of AI overinvestment.
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Comments

  • Shyon
    02-04 17:49
    Shyon
    I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost.

    At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger.

    By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high.

    @Tiger_comments @TigerClub @TigerStars

  • 1PC
    02-05 20:45
    1PC
    🐯Alphabet vs Amazon Earnings: GOOG is entering its “Harvest Season” with Gemini 3.0 boosting Search (+15% est.), Cloud scaling via TPUs & Anthropic deals, plus Apple endorsement validating AI strength. AMZN faces margin pressure from inventory surge & logistics costs despite slimming efforts.🎯 My pick: Google—Closing price prediction $342 as AI ROI clarity drives upside momentum.[Cool]@JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel
  • icycrystal
    02-04 19:32
    icycrystal
    For the Q4 2025 earnings season reported this week, Alphabet (Google) is expected to report its results today, February 4, 2026, after market close, while Amazon is scheduled for tomorrow, February 5, 2026. Analysts currently favor Alphabet for potential revenue growth driven by massive AI-led gains in Google Cloud, while Amazon is under scrutiny regarding its intensive capital expenditure (Capex) and AWS growth rates.

    analysts predoction-Alphabet currently has a Zacks Rank #3 (Hold) due to its extensive recent rally, while Amazon holds a Zacks Rank #2 (Buy), suggesting analysts see more immediate upside potential for Amazon stock if it delivers a strong report.

    Alphabet (GOOGL): Based on the most recent intraday data and pre-earnings volatility, Alphabet is expected to close near $344.16.


    Amazon (AMZN): Amazon is projected to close around $239.61.

  • 這是甚麼東西
    02-04 18:51
    這是甚麼東西
    I think Google can close above $340, benefiting from its full-stack AI advantage, particularly with the growing adoption of Google Cloud and the increasing importance of AI-driven search and advertising revenue. The company's investments in emerging technologies like autonomous vehicles and hardware will also contribute to its long-term growth prospects.-
  • koolgal
    02-05 13:11
    koolgal
    🌟🌟🌟我相信 $谷歌(GOOG)$ 明天将收于334美元 $亚马逊(AMZN)$ 将收于234美元。

    对于大型科技公司来说，市场正在见证一个残酷的“展示我”时刻。尽管谷歌最新的财报实现了营收增长，但它却被一个迫在眉睫的巨大数字所掩盖：2026年资本支出。

    谷歌的收益报告显示，它正受益于其长期的人工智能集成。然而，成本是巨大的。

    收获：随着人工智能工作负载的增长，谷歌云增长了48%。它还将Gemini的服务成本降低了78%，表明随着需求的上升，效率正在提高。

    法案：资本支出为1750亿美元至1850亿美元，几乎是2025年支出的两倍。

    反应是：股票下跌。投资者担心Alphabet在基础设施方面的支出过多。

    亚马逊面临着与Alphabet类似的问题——资本支出过多。它必须展示如何将资本支出货币化。

    @Tiger_comments @TigerStars @TigerClub

  • TimothyX
    02-04 23:34
    TimothyX
    庫存警報：2025年第三季度庫存創歷史新高415億美元，同比增長21.28%，遠超13%的收入增長。

    利潤率見頂？市場預計，受庫存驅動的促銷和物流成本的打擊，第四季度淨利潤率將回落至9.93%（從11.7%）。

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