CNBC's "Fast Money" Alphabet And Tesla Report… And Tariff News Causing Global Market Moves 7/23/25
Jul 23, 2025
Get ready for a whirlwind of earnings insights! Alphabet and Tesla set the stage as tech giants report mixed results. The latest tariff news has stocks soaring, especially with Trump’s deal in Japan. Chipotle faces challenges as fast-casual dining shifts, while IBM surprises investors with unexpected results. Dive into the potential of robo-taxis and how geopolitical factors shape the future of major players like GE Vernova and Las Vegas Sands. The hosts share their top stock picks to watch, blending humor with market savvy!
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Alphabet's AI-Driven Growth
- Alphabet reported strong growth in Search, YouTube, and Cloud revenues, exceeding expectations significantly.
- CEO Sundar Pichai highlighted AI as a driver of increased search activity, indicating AI integration is fueling core business growth.
Google Defies Search Threat Fears
- Google's Search growth at nearly 12% disproves fears that AI threatens its core business.
- The company’s substantial CapEx commitment aims to support AI and enterprise tools, signaling long-term growth focus.
AI Search's Threat To Google's Ads
- AI search may decrease clicks, threatening Google’s ad revenue model despite search growth.
- This creates uncertainty whether Google's monetization will sustain long term amid AI-driven user behavior changes.