Google's Q4 earnings focus on AI spending, Cloud gains, and a major Apple deal. Wall Street eyes search dominance amid AI competition.

Amazon posted record quarterly revenue and strong cloud growth in Q4 — but its stock fell after the company revealed its capital expenditure plans for 2026.

Google’s Q4 2025 earnings call will take place today, February 4, at 1:30 p.m. PT/4:30 p.m. ET. We’ll be streaming it over on the Shacknews Twitch channel. You can also find it on Google parent company Alphabet’s YouTube channel.

Flowserve Corporation (NYSE:FLS) Q4 2025 Earnings Call Transcript February 6, 2026 Operator: Good day, and welcome to the Flowserve Fourth Quarter 2025 Earnings Call. Today’s call is being recorded. At this time,

Investment and multifamily loans pushed Cotality’s fraud risk index up 1.5% in Q4 2025, with real estate alerts up 8.6% year over year.

YouTube ad revenue has surpassed $60 billion for the 2025 fiscal year.

Alphabet faces high investor expectations following a year of significant stock growth, with the core focus being proof that massive capital investments in AI.

Qualys, Inc. (NASDAQ:QLYS) Q4 2025 Earnings Call Transcript February 5, 2026 Qualys, Inc. beats earnings expectations. Reported EPS is $1.87, expectations were $1.78. Operator: Ladies and gentlemen, thank you for standing by.

Youssef Squali, head of internet at Truist Securities, joins 'Squawk on the Street' to discuss Amazon's pullback, the company's recent earnings report, and more.