Nvidia's (NVDA) earnings overshadowed Alphabet's (GOOGL) march to new all-time highs. LikeFolio's Megan Brantley notes the Mag 7 company's growth in Google Cloud far outpacing Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure as a leading driver behind the rally. She points to a "vulnerability" in search revenue if Alphabet is forced to divest Google Chrome, adding that Chrome's search dominance is only gaining traction.