Google & GitLab Deal — Can Cloud Momentum Deliver at Earnings?
Google rose 3.56% to $330.58 as GitLab's expanded AI collaboration with Google Cloud warmed the cloud business valuation narrative, while broader market strength provided sentiment support across the ad-plus-cloud dual thesis. Analyst warnings that Meta could surpass Google in ad revenue by 2026 represent a medium-term competitive overhang, though they simultaneously validate overall digital advertising market expansion. With $320–$325 as firm support, can Google's Cloud growth beat expectations at next week's earnings?