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AI isn't 'the whole game' for Alphabet: Strategist previews Q2 earnings
Yahoo Finance Video22d agoneutralVIDEO
AI isn't 'the whole game' for Alphabet: Strategist previews Q2 earnings

US stock futures (ES=F, NQ=F, YM=F) are sliding in Wednesday's pre-market trading as investors eagerly await second quarter earnings from Alphabet (GOOG, GOOGL) and Tesla (TSLA) after today's closing bell, officially kicking off earnings season for the Magnificent Seven. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Fundstrat economic strategist Hardika Singh to discuss the outlook around this earnings season and which segments of Alphabet's business that investors will be watching more closely.

Reach H1 Earnings Call Highlights
MarketBeat22d agoneutral
Reach H1 Earnings Call Highlights

Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t

Alphabet vs Apple: The Better Buy Before Earnings
24/7 Wall St.22d agobullish
Alphabet vs Apple: The Better Buy Before Earnings

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

Alphabet's Gemini delay, spending worries loom over earnings
Reuters23d agoneutral
Alphabet's Gemini delay, spending worries loom over earnings

Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ‌ambitions adds to worries over the payoff from massive data-center spending, months after raising ‌expectations with a blockbuster quarter for cloud sales. The Google parent — set to report second-quarter results on Wednesday — has delayed from ​June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch up with rivals in the lucrative market for AI coding tools and agentic AI tasks. "While Google is missing the boat on AI coding and that's a very real growing concern ... Google's strategy is ⁠all about the ecosystem," said Dave Wagner, portfolio manager at Aptus Capital Advisors.