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Thanks for reading The Briefing, our nightly column where we break down the day’s news. If you like what you see, I encourage you to subscribe to our reporting here.
Greetings!
It’s midsummer, but now is not the time to be on the beach. This week, we’ve got Alphabet, Google’s parent, and Tesla reporting second-quarter earnings, and the week after, we’ll get Meta Platforms, Amazon, Microsoft, Apple and PayPal, a company in the takeover spotlight right now. Of most interest, of course, is how Google, Amazon and Microsoft are doing on the AI front, both in their cloud businesses and in their other core operations of advertising, retailing and software, respectively.
On that front, investors have high hopes for Google. In the first quarter, a 63% surge in its cloud unit lifted Alphabet’s top-line growth to 22%, up 4 percentage points on the fourth quarter. Analysts think Google maintained that robust growth rate in the second quarter, with the consensus growth estimate at 21%, according to S&P Global Market Intelligence. The cherry on top will be an expected huge gain Alphabet will report on its early stake in SpaceX, which went public in early June.
And analysts aren’t expecting a second-half slowdown: They’re projecting 21% growth in Google’s full-year revenue, according to S&P data, which would be a 6 percentage point improvement on 2025 and its fastest annual growth since 2021. Arete Research analyst Richard Kramer said he’s expecting Google to benefit in the second half of the year from the sale of its tensor processing unit AI chips to a cloud computing joint venture it has with Blackstone, launching a significant TPU sales business (in addition to its existing business of renting the chips in its cloud operations).
Kramer also expects Google will “confound its critics” when it launches an updated version of its Gemini model. Reports of delays in its latest model, and Google falling behind other AI firms in the rankings of top models, have revived worries about Google’s competitiveness. Kramer notes that Google’s vast consumer distribution—through Search, YouTube, Maps, Gmail and its Chrome browser—means it has more assets than rivals to make money from its AI models.
If analysts are right, this week’s earnings should give Google stock a lift. It’s dropped 15% since mid-May, eroding much of its gains so far this year. There is, of course, the possibility that Google will announce a further lift in capital expenditures—it already raised its 2026 projection to as high as $190 billion. Investors are jittery about the huge capex sums tech companies are pouring into AI. Whatever happens, Wednesday’s call will be worth listening to.
Tesla’s Numbers
Poor old Tesla. It used to be the darling of Elon Musk’s fan base among public market investors, as it was his only public company. But that ended last month, when SpaceX went public. Since then, SpaceX has dominated talk about Musk.
But this week, Tesla takes center stage when it reports its second-quarter numbers—and those are expected to be strong. A recovery in electric vehicle sales in many parts of the world, driven by soaring gas prices caused by the Iran war, helped lift Tesla deliveries 25% in the quarter, the company reported at the beginning of July. Analysts expect Tesla to report 17% growth in revenue, according to S&P Global Market Intelligence. That’s quite the turnaround from last year, when Tesla’s revenue was slumping.
Ironically, despite the turnaround in Tesla’s business, its stock has fallen 15% so far this year, perhaps a sign that some shareholders have switched to SpaceX. A few weeks ago, Tesla looked very much like SpaceX’s poor cousin. But shares of the latter have fallen sharply lately—it slumped 5.5% on Friday to a new low of $123.94, about $11 below its IPO price.
At that price, SpaceX has a market capitalization of about $1.6 trillion to Tesla’s $1.4 trillion. Chatter about a SpaceX-Tesla combination has been circulating for a while—it’s beginning to look like Musk could combine them in a stock swap that values the two companies nearly equally!
In Other News
• Chinese startup Moonshot AI’s latest large language model sent shockwaves through the global AI industry because of its frontier-level coding capabilities on some benchmarks. The new model, Kimi K3, is stirring debates about whether the gap between Chinese open-source and U.S. frontier models labs is fast diminishing or even closing.
• Meta Platforms plans to hire Dave Brown, a senior executive at Amazon Web Services, The Wall Street Journal reported, the strongest indication yet that Meta is considering renting out its excess data center capacity to other companies.
• Chinese leader Xi Jinping on Friday called for “open source and open collaboration” in global AI development during a keynote speech at a government-hosted AI conference in Shanghai, according to a transcript published by the Chinese Ministry of Foreign Affairs. The Chinese leader also cautioned against AI safety risks and said all countries should work together “to build a just and equitable global AI governance system.”
• Apple and the U.S. Department of Justice are in active talks to settle the antitrust lawsuit the agency brought against the iPhone maker in 2024, Bloomberg reported. Apple has made multiple offers this year to settle with the Justice Department, though it’s possible they will not reach a settlement, the news outlet reported.
• Databricks said it is raising new funding led by Coatue Management at a valuation of $188 billion, a 40% increase from its valuation after its last funding in December and higher than the $175 billion valuation The Information reported last month that the company was considering.
Friday on The Information’s TITV
Check out Friday’s episode of TITV in which we hear from a top AI benchmark CEO about Kimi K3’s impressive debut.
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