The Bar is Raised: Alphabet and Amazon's Earnings Reports Show Why Expectations Are Higher Than Ever
ByAinvest
Saturday, Feb 7, 2026 9:11 am ET1min read
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Alphabet and Amazon's earnings reports have exceeded expectations, with Alphabet reporting $113.8 billion in revenue and $2.82 per share in earnings, while Amazon reported a 9% increase in revenue to $149.2 billion. The market is focusing on the cost of building AI and who will earn an attractive return on investment, marking the beginning of the AI Dislocation phase, where earnings reactions become more unpredictable. Investors should prepare for volatility and selectivity in the market.
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