The Earnings Verdict — Does AI Pay?
TGW Screen-Share · Seg 2 · consensus verified Jul 19
⚠ FILL-LIVE BEFORE RECORDING: every gold box takes the ACTUAL print + the after-hours/next-day move. Nothing records with blanks on screen.
Alphabet (GOOGL) Wed Jul 22 · after close
Consensus EPS
$2.88 +24% y/y
THE line: Google Cloud rev
$22.8B +67% y/y
ACTUAL (fill)
EPS ____ · Cloud ____ · move ____%
✏️ Circle Cloud growth. This is the cleanest "does AI pay?" receipt of the season. Also grab: any change to capex guidance.
Tesla (TSLA) Wed Jul 22 · after close
Consensus EPS
~$0.52 +30% y/y
Consensus revenue
~$26.0B +15% y/y
ACTUAL (fill)
EPS ____ · Rev ____ · move ____%
Watch: margins + the AI/robotaxi spend narrative vs the EV core.
Intel (INTC) Thu Jul 23 · after close
Consensus
EPS ~$0.06–0.10 · Rev ~$14.4B
Tape going in
−21% in 7 days
ACTUAL (fill)
EPS ____ · Rev ____ · move ____%
The swing name: HSBC says $200, BofA says bubble — the print referees.
Netflix (NFLX) already reported — the warning shot
Actual
EPS $0.80 ✓ · Rev $12.56B vs $12.6B
The lesson to say on air: a hair-miss at a record valuation gets punished. "Priced for perfect" — that's the whole market's setup this week.