88% Of Companies Beat Consensus; Earnings From Alphabet, Tesla, And Intel Ahead; Japan Problem
1. 88% of companies beat earnings estimates this season, boosting market optimism. 2. GOOG's stock remains below its previous highs, lagging due to competitive AI concerns. 3. Upcoming earnings are crucial for Alphabet, affecting 40% of S&P 500 sentiment. 4. GOOG's success in AI monetization shows resilience, but long-term search dominance risks exist. 5. Increasing optimism in GOOG stock correlates with rising investor interest ahead of earnings.