AI is a main theme of second-quarter earnings as Alphabet reports this week. Tesla, Mattel, Hasbro and Coca-Cola also report, as Trump policies remain top of mind.

Alphabet's integrated AI infrastructure—custom TPUs, proprietary software, and unmatched data quality—creates a compounding competitive advantage across

Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth of 28%. Google Cloud revenue grew by 28.1% in the first quarter.

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks Analysts Are Tracking Closely. On July 21, Evercore ISI reiterated an Outperform rating on the stock with a price target of $205.00.

Alphabet , faced with unprecedented threats from AI rivals, will be keen to assure investors this week that the company's own spending on the technology is helping it dig a deeper moat around its search and advertising businesses.

While there are lingering concerns about Google’s search business in the long run, analysts see some positives ahead of upcoming second-quarter results.