Investor sentiment surrounding Alphabet Inc. could hardly be more positive as the company prepares to release its quarterly results. The stock reached a fresh 52-week peak during Tuesday’s trading session, propelled by two significant strategic developments. With its cloud division expanding in Europe and its self-driving subsidiary, Waymo, securing substantial new funding, shareholders are positioning themselves optimistically ahead of tomorrow’s report. This optimism, however, has also raised the bar for performance.
Waymo Secures Major Funding Round
Positive news from beyond Alphabet’s core operations provided a key catalyst. The company’s autonomous driving unit, Waymo, has successfully closed a funding round totaling $16 billion. This transaction reportedly values the robotaxi business at $126 billion.
The newly acquired capital is intended to support the global scaling of its autonomous ride-hailing services. For the investment community, this move sends a clear signal: the ventures often categorized as expensive experiments under the “Other Bets” segment are gaining notable financial independence and substance.
Strategic Cloud and AI Push in Europe
A primary driver of the current bullish mood is a newly announced five-year strategic partnership between Google Cloud and Liberty Global. The collaboration aims to deploy generative artificial intelligence technology broadly across Europe. Alphabet’s Gemini AI models are set to be deeply integrated into Liberty Global’s entertainment platforms, which serve approximately 80 million connections.
Specifically, the alliance focuses on enhancing content discovery on the “Horizon TV” platform. For Alphabet, however, the agreement extends beyond software licensing. It also encompasses the distribution of Google hardware, including Pixel devices, through Liberty Global subsidiaries such as Virgin Media O2 and VodafoneZiggo. Market analysts view this step as a crucial expansion of cloud infrastructure within the telecommunications sector.
Should investors sell immediately? Or is it worth buying Alphabet?
Earnings Report Looms as Key Test
These operational advancements set the stage for the eagerly anticipated fourth-quarter 2025 financial results, scheduled for release after the market closes on Wednesday, February 4. The market will scrutinize whether growth in the cloud segment and advertising revenue can justify the massive ongoing investments in AI infrastructure.
The stock market rewarded today’s news, pushing shares to a new 52-week high of $347.85.
Key Metrics:
* Current Share Price: $347.85 (At All-Time High)
* Year-to-Date Performance: +10.38%
* Premium to 200-Day Moving Average: +56.77%
Tomorrow’s report will serve as a critical test for the current rally. Should the figures meet or exceed heightened expectations, today’s breakout could prove sustainable. However, if the tech giant disappoints on margins or its forward guidance, the stock—which has surged nearly 78% over the past twelve months—could be vulnerable to profit-taking.
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