📰 Alphabet (GOOGL) Set to Soar on AI & Cloud Growth Ahead of Q2 Earnings Report

📅 Jul 18, 2025, 12:36 EDT | 🔗 Source: Zacks

🧠 Summary

Alphabet (GOOGL) expects strong Q2 earnings growth driven by AI integration in Search and expanding Cloud market share, despite capacity constraints. Microsoft (MSFT), Nvidia (NVDA), and Amazon (AMZN) benefit as key cloud competitors amid competitive shifts and AI tech adoption.

💡 Why this signal?

  • The rise of China’s DeepSeek AI, with comparable performance at a fraction of the cost, threatens the market dominance of NVIDIA, Microsoft, and Alphabet in AI technology.
  • Tariff announcements and trade tensions added volatility and downward pressure on U.S. tech giants’ stocks in 2025, limiting near-term growth prospects.
  • Despite setbacks, the U.S. market’s resilience and subsequent trade deals provide some recovery potential, though Nvidia still faces heavier losses given its large AI exposure.

📈 GOOGL Price Trend

⏱️ Impact Timing
as soon as the news was out, ongoing
👥 Competitor Impact
  • ➡️ AMD: sell
  • ➡️ ARM: nothing
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