Wall Street will be looking for more details Google's deal to revamp Apple's Siri virtual assistant with the search company's Gemini AI models.

As Google gets set to report its fourth-quarter results, analysts will be looking for any new details on the company's latest partnership with Apple.

Analysts are betting on solid growth within Alphabet's cloud and search businesses. They're also expecting Meta's strong results to give Alphabet a lift.

Wall Street will be looking for more details Google's deal to revamp Apple's Siri virtual assistant with the search company's Gemini AI models.

Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending

The search giant's proposed capex spend for 2026 exceeds that of its hyperscalers peers.

Alphabet shares continued its decline on Thursday after the company said it would hugely increase its AI spending in 2026.

While analysts acknowledged Alphabet's higher spending, they were also more optimistic than the stock's 3% slide Thursday morning seemed to suggest.