Five AI and Tech Earnings Charts to Watch This Week

Earnings
โดย Zacks Investment Research·Read original
Summary · why it matters

Second quarter earnings season intensifies this week with reports from Alphabet and Tesla, two of the so-called Magnificent 7 stocks, alongside hundreds of other S&P 500 companies. Among the most closely watched are five technology and AI-related firms: GE Vernova, Alphabet, Tesla, ServiceNow, and Intel. GE Vernova has beaten estimates in three of the last four quarters and its shares are up 56% year-to-date. Alphabet has a 13-quarter earnings beat streak but its stock has gained only 10% this year amid concerns over future earnings growth and AI spending. Tesla has posted two consecutive beats and trades at a forward price-to-earnings ratio of 177, with shares down 13% year-to-date. ServiceNow boasts a perfect five-year earnings surprise record, yet its stock has fallen 30% year-to-date despite expected earnings growth of 17.7% in 2026. Intel has beaten estimates for three straight quarters, its shares have surged 179% year-to-date, and it now trades at a forward P/E of 91.

Impact on stocks 5

Artificial Intelligence▲ · 2 stocks
Alphabet Inc Class C
GOOG
± MixedCapitalrelevance

Mentioned as having 13-quarter earnings beat streak but stock up only 10% YTD amid concerns over AI spending; no new news.

ServiceNow Inc
NOW
± MixedCapitalrelevance

Mentioned as having perfect five-year earnings surprise record but stock down 30% YTD; no new news.

Energy Transition & Power Demand▲ · 1 stocks
GE Vernova LLC
GEV
± MixedCapitalrelevance

Mentioned as having beaten estimates in three of last four quarters and shares up 56% YTD, but no new news.

Semiconductors▲ · 1 stocks
Intel Corporation
INTC
± MixedCapitalrelevance

Mentioned as having beaten estimates for three straight quarters and shares up 179% YTD; no new news.

Electrification & Mobility▲ · 1 stocks
Tesla Inc
TSLA
± MixedCapitalrelevance

Mentioned as having two consecutive beats and high P/E, shares down 13% YTD; no new news.

Theme Impact 1

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