BlockBeats News, July 22, Google's parent company Alphabet and Tesla are scheduled to release their second quarter 2026 earnings reports after the U.S. stock market closes tonight. The market will focus on key metrics such as AI investment returns, cloud business growth, and profitability.

The market expects Alphabet to report a revenue of approximately $116.8 billion and earnings per share of $2.87 in the second quarter. Investors will pay close attention to the growth of Google Cloud business, AI infrastructure capital expenditures, and the commercialization progress of the Gemini large model. The ability of Google Cloud to sustain high growth and whether AI investments will generate returns will be key factors affecting the stock price.

As for Tesla, the market expects a revenue of around $25.31 billion and earnings per share of $0.50 in the second quarter. Despite the company previously announcing that second-quarter deliveries reached 480,100 vehicles, exceeding market expectations, the market is more focused on whether delivery growth can translate into revenue and profit growth, as well as whether the automotive gross margin will continue to be under pressure. In addition, the latest developments in long-term growth businesses such as Robotaxi, energy storage, FSD, and Optimus will also be key areas of investor focus.