Wall Street Breakfast

Earnings go up a gear with Google, Tesla

5 snips
Jul 20, 2025
Financial analysts dive into the challenging earnings forecasts for Tesla, predicting significant declines. Meanwhile, attention shifts to Fed Chair Powell's upcoming speech amid growing concerns over central bank independence. The discussion also includes insights from money managers about top market risks and crowded trades. Additionally, there's a spotlight on investor sentiment influenced by global events, like election outcomes in Japan and changing dividend dynamics.
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INSIGHT

Alphabet's Strategic Strength

  • Alphabet is expected to report strong EPS and revenue with positive estimate revisions.
  • Its strategic strength lies in digital ads, YouTube dominance, and proprietary AI models driving value.
INSIGHT

Tesla's Earnings and Outlook

  • Tesla faces expected double-digit declines due to weakened EV sales and political brand backlash.
  • Upfront earnings might disappoint, but future updates on robo-taxis and AI could affect market reaction.
INSIGHT

Fed Independence Risks Loom

  • Markets focus on Fed Chair Powell's speech amid Trump pressure to cut rates.
  • Losing Fed independence risks shattering assumptions of inflation control, with firing chances around 23%.
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