$GOOGL 7月22日 after the market Google will release its Q2 earnings report. The probability of earnings beating expectations on Polymarket is 97%.
Last week, the further delay of Gemini Pro 3.5 caused a nearly 8% pullback in Google’s stock price. Even Buffett’s stock-picking calls seemed insignificant in the face of selling pressure.
And this time, the market will focus on Google Cloud profits and capital expenditures. There is a very strong chance this could reverse Google’s stock’s recent slump. Deutsche Bank expects capital expenditures of about $325 billion in 2027, up from its earlier forecast of $250 billion; by 2028, it could rise further to $365 billion–$370 billion. At the same time, Google Cloud’s revenue growth rate is expected to surpass market expectations again.
Last week, the further delay of Gemini Pro 3.5 caused a nearly 8% pullback in Google’s stock price. Even Buffett’s stock-picking calls seemed insignificant in the face of selling pressure.
And this time, the market will focus on Google Cloud profits and capital expenditures. There is a very strong chance this could reverse Google’s stock’s recent slump. Deutsche Bank expects capital expenditures of about $325 billion in 2027, up from its earlier forecast of $250 billion; by 2028, it could rise further to $365 billion–$370 billion. At the same time, Google Cloud’s revenue growth rate is expected to surpass market expectations again.
