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Tony Zipparro and Ben Connard break down their biggest takeaways from Alphabet's (GOOGL) earnings, including the Mag 7 firm's decision to raise CapEx to $195 billion from $180-$190 billion. They also explore the key drivers that could fuel Alphabet's future growth, like Google cloud, which showed an 82% revenue increase year-over-year.

"All eyes are clearly going to be on cloud revenue as well as CapEx numbers," says Angelo Zino as he discusses expectations for Alphabet (GOOGL) earnings. He notes a very high bar for the stock with Wall Street eyeing 20% growth.

Anthropic's latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity's Sara Araghi joins Bloomberg to discuss why demand for AI compute is still outpacing supply and why she believes concerns over AI have become overstated.

The bar is higher for technology heading into the new earnings season, says Liz Ann Sonders of @CharlesSchwab. She tells investors to keep an eye on the reaction to AI spending figures compared to ROI, particularly as Alphabet (GOOGL) reports earnings Wednesday.

Zillow, the real estate technology company, doesn't get one conversation with its customers. They move from a phone screen to a loan officer to a real estate agent, sometimes over months or years, and expect the context to follow them.