Q2 Earnings Season Accelerates with Alphabet, Tesla, and Intel Set to Report

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

The second-quarter earnings season shifts into a higher gear this week, with Alphabet headlining a busy slate of results that will test a stock market near record highs. Alphabet is the first of the so-called hyper-scalers to report, and investors will closely watch any changes to its capital spending plans amid booming AI investment. Other major companies set to report include Tesla, Intel, and American Express, while overall S&P 500 earnings are expected to rise 25.7% from a year ago, according to LSEG IBES data. The European Central Bank is likely to pause its policy rate on Thursday after hiking last month, with all focus on clues about a potential September hike. In sports, Spain defeated Argentina 1-0 in extra time to win the World Cup, benefiting Adidas, which sponsored both finalists, while Nike saw none of its 12 teams reach the final.

Impact on stocks 7

Artificial Intelligence▲ · 3 stocks
Alphabet Inc Class C
GOOG
± MixedCapitalrelevance

Alphabet is set to report Q2 earnings; investors will watch capital spending plans amid AI investment boom.

Intel Corporation
INTC
± MixedCapitalrelevance

Intel is set to report Q2 earnings; overall S&P 500 earnings expected to rise 25.7%.

Tesla Inc
TSLA
± MixedCapitalrelevance

Tesla is set to report Q2 earnings; overall S&P 500 earnings expected to rise 25.7%.

Consumer Discretionary± Mixed · 2 stocks
adidas AG
ADS
▲ PositiveDemandrelevance

Adidas sponsored both finalists in the World Cup final, benefiting from the event.

Nike Inc
NKE
▼ NegativeCompetitionrelevance

Nike had no teams in the World Cup final, while rival Adidas sponsored both finalists, implying a competitive disadvantage in sports marketing exposure.

Digital Finance & Tokenization▲ · 1 stocks
American Express Company
AXP
± MixedCapitalrelevance

American Express is set to report Q2 earnings; overall S&P 500 earnings expected to rise 25.7%.

Others▲ · 1 stocks

Theme Impact 2

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