The key pressure points in Alphabet’s earnings, from rising AI spend to growing scrutiny on search. Sarat Sethi, Managing Partner at DCLA, highlights opportunities in undervalued sectors like healthcare and diagnostics, says trade clarity could boost growth, and calls Thermo Fisher “a world-class compounder.” Nvidia’s $5T milestone, Microsoft’s OpenAI edge, Alphabet’s AI pivot, and Meta’s massive AI spending strategy. Daniel Zhao, Chief Economist at Glassdoor, says we’re moving into a low hire, some fire job market. AI is alive and well and continues to power the market.

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