Google Search is in the spotlight as Alphabet earnings report is released today, and Google faces competition from AI
Alphabet (GOOG, GOOGL) reports second-quarter earnings on Wednesday, July 23, 2025 after the closing bell, which has investors examining the artificial intelligence (AI) race among the "Magnificent Seven" (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla).
Some investors are bullish ...
"I don't understand how this name can be relatively so cheap when they are doing everything that everybody in the market wants right now. Um if you want AI, they have it. If you want social media, if you want search, if you want enterprise tools at an affordable price point. There's almost nothing they don't have. Um they have excellent cyber security at a time when that's increasingly becoming a huge issue for consumers and businesses alike. Um and so, you know, I think even if even if that spin-off happens and they have to to set Chrome free, I think they could structure that in a way that could be really good for shareholders."
-- Cleo Capital managing director Sarah Kunst
Some are skeptical ...
Michael Nicolas, Oakmark Portfolio manager, concerned with pressure on Google search from ChatGPT and other AI services. Squawk on the Street on X: ""AI's disruptive threat to search poses a risk for Google" says Oakmark's Michael Nicolas during a conversation with @SaraEisen, @davidfaber and @carlquintanilla.
Google (GOOG) mid-day at 12:56PM CDT was down -0.91 at for the day.
4 advantages give Alphabet a 'strategic position' in AI race -- yahoo!finance
What date does Alphabet's (GOOGL) report Earnings - Earnings Calendar & Announcement -- ZACKS
Alphabet to report Q2 earnings after the bell -- CNBC
Here's What You Need to Know Ahead of Google Parent Alphabet's Earnings Today - Investopedia
Watch These Keys Areas When Alphabet (GOOGL) Reports Earnings - TipRanks.com