Summary

• Q1 earnings success hinges on demonstrating how massive AI investments will lead to durable margin expansion.
• Google Cloud is the primary battlefield: analysts seek 50% growth and a surge in Remaining Performance Obligations (RPO).
• Management must justify the $75 billion investment plan (Capex Trajectory) to avoid the "spending ahead of demand" narrative.
• A classified Pentagon AI deal provides a strategic "trust" win for competing in high-stakes, secure AI environments.

By Zain Vawda

Alphabet (GOOGL) is set to step into the earnings spotlight on April 29, and the stakes for the search giant have rarely been higher. While the stock has enjoyed a stellar run

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