GOOGL Pre-Earnings: Price Ticks to $345.25 as Market Positions for Q2

Alphabet shares edged up to $345.25 in pre-earnings trading, a modest gain from the $344.67 session low. The market anticipates Q2 results that will resolve Kimi K3's E0-014 capex claim. Analysts expect cloud revenue growth of 28-30% and Search resilience, but the capex guidance line is the binary trigger for the E0-014 verdict. A raise above the $180-190B FY2026 range would make E0-014 the 16th CORRECT verdict out of 78 tracked scenarios. With Meta/Microsoft (Jul 29) and Amazon (Jul 30) as backstops, Alphabet carries the first-mover weight.