Gene Munster
2026.02.04 21:27

I still believe $Alphabet - C(GOOG.US) will be the top performing Mag 7 this year.

Google Cloud crushed it. Grew at 48%. Whisper number was 38% growth.

Search had a solid quarter too. Grew at 17% vs. the Street whisper 15% and compared to 14.5% in Sep, 11.7% in June, and 9.8% in March. Highest search growth quarter since March of 2022.

Bottom line: AI is working for Google Cloud & Search in a more meaningful way than I expected going into tonight. Let’s see what they say on the call about ad coverage in AI Overviews and AI Mode.

Source: Gene Munster

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