Closing Bell Closing Bell: Alphabet & Tesla on Deck 7/23/25
Jul 23, 2025
Dan Ives, a star analyst at Wedbush, shares insights on the earnings reports for Alphabet and Tesla, discussing their recent struggles and the impact of AI on their futures. Eamon Javers delves into the AI summit and emerging policy, while Lauren Goodwin offers market trends and investment strategies. Jeremy Siegel, a Wharton School finance professor, critiques Fed leadership and its implications for future monetary policy. Together, they explore market optimism, potential for diversification, and the evolving role of AI in shaping stock valuations.
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Tech Giants' AI Future Potential
- Dan Ives views Tesla as a key AI player with immense valuation potential driven by robo-taxis and AI future possibilities.
- He sees Alphabet as a top risk-reward tech name despite regulatory and AI concerns, expecting underestimated growth and a tech rally.
Google Faces Search Competition Risk
- Jason Snipe is cautious about Google's search business facing AI competition and developer poaching.
- He expects this quarter to be a "show me" quarter, with cloud and revenue growth as key metrics.
Google is an AI Powerhouse
- Dan Ives believes fears that AI will end Google's search business are overblown.
- He expects Google to be an aggressive AI participant, managing proactively against regulatory challenges.