According to D.A. Davidson analyst Gil Luria, Google (GOOG) has several advantages ahead of this week's earnings that Meta (META) lacked after its negative surprises. Google already did some fundraising and signaled a significant increase in capex for next year when it reported Q2, so that concern may be behind it. Co-founders Sergey Brin and Larry Page moved out of California before the 1/1/26 cutoff and may avoid selling shares, letting investors focus on Google Cloud growth driven by Anthropic. Meta posted negative free cash flow for the first time since 2012 amid aggressive AI spending and created a nonvoting Class C stock, effectively a 2-for-1 split, with trading slated for January 2027. Meta shares have faced pressure over fears that Zuckerberg may have to sell shares to pay his Prop 40 tax bill, while Luria says Google ranks second or third in each AI market.
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GOOGLartificial intelligenceearningscloud computing
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/26/2026 | 316.89 |
| Change that session | -1.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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