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![TraduOfficial Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::110793585.png) Tradu [@TraduOfficial](/creator/twitter/TraduOfficial) on x 107.6K followers
Created: 2025-07-23 08:11:48 UTC

All eyes will be on $GOOGL Q2 results today, with investor focus split between the group’s surging AI data centre spend and the resilience of its dominant—but now challenged—search business.

Wall Street expects EPS of $XXXX and $94bn in revenue, up XX% y/y, largely driven by a forecast XX% jump in #GoogleCloud. With AI-capex on track to hit $75bn in 2025, any slowdown could raise doubts about the current data centre investment cycle.

#GoogleSearch, still accounting for over half of sales, is under pressure as AI-native platforms like OpenAI grow in popularity. Google’s counter includes AI summaries and a new “AI Mode,” but its XX% global search share is under scrutiny.

Alphabet’s #YouTube ad and subscription business is a bright spot, expected to grow XX% y/y. Meanwhile, Waymo—still loss-making—offers future upside as the most advanced player in the autonomous ride-hailing space. #MarketInsights


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947932645440012750/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[$75bn](/topic/$75bn)
[$94bn](/topic/$94bn)
[eps](/topic/eps)
[wall street](/topic/wall-street)
[coins ai](/topic/coins-ai)
[investment](/topic/investment)
[$googl](/topic/$googl)

[Post Link](https://x.com/TraduOfficial/status/1947932645440012750)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TraduOfficial Avatar Tradu @TraduOfficial on x 107.6K followers Created: 2025-07-23 08:11:48 UTC

All eyes will be on $GOOGL Q2 results today, with investor focus split between the group’s surging AI data centre spend and the resilience of its dominant—but now challenged—search business.

Wall Street expects EPS of $XXXX and $94bn in revenue, up XX% y/y, largely driven by a forecast XX% jump in #GoogleCloud. With AI-capex on track to hit $75bn in 2025, any slowdown could raise doubts about the current data centre investment cycle.

#GoogleSearch, still accounting for over half of sales, is under pressure as AI-native platforms like OpenAI grow in popularity. Google’s counter includes AI summaries and a new “AI Mode,” but its XX% global search share is under scrutiny.

Alphabet’s #YouTube ad and subscription business is a bright spot, expected to grow XX% y/y. Meanwhile, Waymo—still loss-making—offers future upside as the most advanced player in the autonomous ride-hailing space. #MarketInsights

XXX engagements

Engagements Line Chart

Related Topics googl $75bn $94bn eps wall street coins ai investment $googl

Post Link

post/tweet::1947932645440012750
/post/tweet::1947932645440012750