📰 Alphabet (GOOGL) Set to Surpass Q2 Growth Amid Antitrust Concerns; RBC Affirms Outperform

📅 Jul 22, 2025, 10:58 EDT | 🔗 Source: MT Newswires

🧠 Summary

RBC expects Alphabet to exceed Q2 growth forecasts in Search, YouTube, and Cloud, despite upcoming August antitrust ruling and investor concerns over AI investment. The impact of penalties is seen as limited, with potential minor user losses and a moderate headwind anticipated.

💡 Why this signal?

  • SAP's mixed financial results with strong earnings but slight revenue miss create cautious outlook impacting related tech stocks.
  • Ongoing concerns about tariff-driven IT budget cuts could significantly affect enterprise software demand.
  • Upcoming earnings reports of Alphabet and Microsoft will provide further market direction, keeping sentiment neutral for now.

📈 GOOGL Price Trend

⏱️ Impact Timing
next week (earnings release dates)
👥 Competitor Impact
  • ➡️ Alphabet: nothing
  • ➡️ ServiceNow: nothing
  • ➡️ Microsoft: nothing
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