Alphabet Earnings, McGraw Hill IPO, Trump Talks AI, and Robotaxi Buzz Highlight Catalyst Watch

Seeking Alpha's Catalyst Watch highlights notable events for the week of July 21, including Alphabet's earnings, McGraw Hill's IPO, Trump's comments on AI, and increased robotaxi buzz. The article also mentions volatility watch for Northern.

Alphabet Inc. (GOOGL) is set to release its second-quarter earnings report on July 23, 2025, amidst a week filled with notable financial events. Seeking Alpha's Catalyst Watch highlights several significant developments that could influence the stock's performance.

Alphabet's Earnings Report

Alphabet's earnings report is a focal point for investors, given the company's dominance in the tech sector. Analysts are optimistic about the company's performance, with Bank of America raising its price target to $210 from $195 [1]. The firm expects a solid Q2 with revenue of $94.6 billion driven by Search, YouTube, and Cloud services.

Key forecasts include:

- Revenue Growth: Alphabet's search revenue is expected to rise 11% year-over-year (YoY).
- Cloud Segment: Google Cloud is projected to generate $13.04 billion, up 13.2% YoY.
- Google Search & Other Revenues: These are anticipated to reach $52.36 billion.

McGraw Hill's IPO

McGraw Hill Financial is set to go public in a move that could impact the financial sector. The IPO is expected to bring new liquidity to the market and potentially influence investor sentiment.

Trump's Comments on AI

Former President Donald Trump's recent comments on AI have sparked discussions about the technology's impact on various industries. While the comments may not directly affect Alphabet's stock, they highlight the broader context in which tech companies operate.

Increased Robotaxi Buzz

The buzz around robotaxis continues to grow, with companies like Waymo and Tesla expanding their service areas. This trend could have indirect implications for Alphabet, which is also involved in autonomous vehicle technology through Waymo.

Volatility Watch for Northern

The Catalyst Watch also mentions a volatility watch for Northern, suggesting potential market fluctuations that could impact overall investor sentiment.

Conclusion

The week ahead is packed with significant events that could shape the financial landscape. Alphabet's earnings report is a critical event for investors, with analysts expecting robust growth driven by strong AI tailwinds, ad recovery, and robust enterprise software demand. Other notable events include McGraw Hill's IPO, Trump's comments on AI, and increased robotaxi buzz.

References

[1] https://www.ainvest.com/news/alphabet-microsoft-forecast-strong-earnings-ai-tailwinds-2507/