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Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates.

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

Microsoft earnings are coming up. Aim to profit from the software maker's report by selling an options spread with maximum risk of $415.

TSLA has also dropped 8% over the past month and 6% over three months, while Apple, Alphabet, Nvidia and Amazon remain positive for the year.

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America...

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

Citi and Mizuho just cut their Microsoft price targets before fiscal Q4 earnings, yet both firms kept their bullish ratings intact. The reason behind that split signal could reshape how investors think about the AI spending wave ahead of July 29.

The hyperscalers are under pressure to show results from their AI spending.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

After a terrible first half, MSFT stock shows fresh signs of life, and traders expect upside before its July 29 earnings report.

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.

T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.