If you're looking for the best place to invest $1,000 right now…
Forget about AI…
Forget about nuclear energy, quantum computing and crypto.
This dwarfs all of it… combined.
Here's the story…
President Trump just signed this bill into law, forcing the immediate replacement of ALL the plumbing under our $382 trillion financial system.
Just like the plumbing under your house moves water, there's plumbing under our economy that moves money. And right now America's "financial plumbing" is 50 years old.
It's slow, it's clunky and it breaks all the time…
However, thanks to a breakthrough new technology that BlackRock CEO Larry Fink is calling "the next major evolution in market infrastructure", there's finally a replacement…
Insiders are calling it The New American Money Grid.
And thanks to this legal mandate that just left President Trump's Desk…
Every financial asset in America MUST be moved onto this New American Money Grid by April 2027.
And once it's in place, every transaction on the New American Money Grid will burn a scarce "Digital Fuel" and that's what this new interview is about.
Getting you in on the ground floor of this little-known asset set to potentially EXPLODE as the trillions starts moving in the coming weeks.
Unfortunately major institutions like BlackRock, Fidelity and Grayscale are already backing up the truck, quietly positioning themselves before the news goes mainstream.
So you don't have long to act.
That's why we brought in legendary tech investor Andy Howard to provide the full details.
Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
Submitted by Ryan Hasson. First Published: 2/5/2026.
Key Points
- Alphabet topped earnings and revenue estimates for the third successive quarter, surpassing $400 billion in annual revenue for the first time.
- Google Cloud continues to be a standout growth engine, with Q4 revenue up 48% and backlog jumping to $240 billion as AI demand accelerates.
- Shares wobbled on hefty 2026 capex guidance, but aggressive AI investment underscores Alphabet’s push to sustain long-term leadership.
Alphabet (NASDAQ: GOOGL), the world's second-largest public company, once again delivered a standout earnings report, further reinforcing its dominance across search, cloud and artificial intelligence.
The tech giant reported fourth-quarter and full-year 2025 results after the close on Wednesday, Feb. 4, beating expectations across the board and surpassing a major milestone: more than $400 billion in annual revenue for the first time in company history.
Silicon Valley Insiders are getting spooked about AI - here's why (Ad)
Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift.
See the three moves before the AI split happensShares initially moved lower in after-hours trading, dipping as much as 6% as investors reacted to Alphabet's aggressive capital expenditure outlook for 2026. That move proved short-lived: by the end of extended trading, shares were down just 0.39% as the market digested the strength of the results and the company's long-term investment plans.
Overall, the earnings report emphasized Alphabet's continued execution across core businesses, accelerating cloud momentum, and rapid AI adoption across its ecosystem.
Alphabet Tops EPS and Revenue Estimates
For the third consecutive quarter, Alphabet exceeded both earnings and revenue expectations.
The company reported earnings per share of $2.82, comfortably above consensus estimates of $2.59. Revenue totaled $113.83 billion, beating forecasts of $111.43 billion.
For the full year, Alphabet generated $402.8 billion in revenue and $10.81 in earnings per share (EPS), reflecting year-over-year (YOY) growth of 17% and 34%, respectively. These results underscore the company's ability to scale profitably while investing heavily in next‑generation technology.
Google Cloud again stood out as a primary growth driver. Fourth-quarter cloud revenue reached $17.66 billion, up 48% year over year and well above estimates of $16.18 billion. On an annualized basis, Google Cloud surpassed a $70 billion revenue run rate.
Demand visibility also strengthened: Alphabet said its cloud backlog surged 55% quarter over quarter to $240 billion, up from $155 billion in the September quarter. New enterprise customers during the period included Anthropic and Meta Platforms (NASDAQ: META), further validating Google Cloud's positioning in the AI infrastructure race.
Search and YouTube Remain Strong in Q4
Beyond cloud, Alphabet's core advertising engine continued to expand. Search revenue rose 17% year over year in the fourth quarter, suggesting concerns about AI disruption have yet to meaningfully dent Google's core business.
YouTube also delivered solid results. In 2025, YouTube generated more than $60 billion in revenue from advertising and subscriptions combined. Across YouTube, Google One and other services, Alphabet now boasts 325 million paid consumer subscriptions, reinforcing the durability and diversification of its revenue streams.
On the AI front, Alphabet disclosed that Gemini now has more than 750 million monthly active users. The company also processes over 10 billion tokens per minute through direct API usage, highlighting rapid enterprise and developer adoption and explaining why Alphabet is prioritizing AI investment so aggressively.
2026 Capex Outlook: Why Spending Is Surging
Despite strong operating performance, Alphabet's outlook for capital spending drew investor attention. The company expects capital expenditures in 2026 to range between $175 billion and $185 billion.
During the earnings call, Chief Financial Officer Anat Ashkenazi said the increased investment will primarily support AI compute capacity for Google DeepMind, meet surging cloud customer demand, and fund strategic investments across Alphabet's "Other Bets." She emphasized that spending will also target improvements to user experience and higher advertiser returns across Google's services.
While the size of the capex figure initially unsettled the market, it reflects the realities of competing at scale in AI and cloud infrastructure.
AI and Cloud Strategy: Alphabet Bets Big to Defend Leadership
Alphabet delivered another blowout quarter, executing across virtually every major business line. Cloud continues to scale rapidly, margins are expanding, search remains resilient, and YouTube provides steady, high‑margin growth. Gemini's adoption metrics suggest Alphabet's AI strategy is gaining meaningful traction.
The main investor concern was the scale of capital spending. But sustained leadership in AI, cloud and digital advertising requires aggressive, ongoing investment. Alphabet appears to be betting that spending heavily now will deliver larger rewards over the long term — and so far, the results indicate that strategy is working.
This email content is a sponsored message from Awesomely, LLC, a third-party advertiser of The Early Bird and MarketBeat.
If you have questions or concerns about your account, feel free to contact our South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 North Reid Place, Sixth Floor, Sioux Falls, SD 57103. USA..

No comments:
Post a Comment