Tesla(US:TSLA) Mei Ri Jing Ji Xin Wen·2025-07-24 11:01Group 1: Alphabet's Performance - Alphabet reported Q2 revenue of $96.43 billion, a 14% year-over-year increase, and net profit of $28.2 billion, up 19% [2] - The core search business generated $54.1 billion in revenue, growing 11.7% year-over-year, exceeding analyst expectations [2] - Google Cloud revenue reached $13.6 billion, a 32% increase year-over-year, with operating profit of $2.83 billion, surpassing analyst forecasts [7] Group 2: AI and Market Position - Google's AI Overviews feature has over 2 billion monthly active users, contributing to the resilience of its search business [2][5] - 68% of users find Google's AI tools more effective than traditional search, indicating a significant increase in user satisfaction [5] - Despite concerns over competition from AI chatbots, Google's search dominance remains strong, with 85% of respondents identifying it as their primary search engine [3] Group 3: Tesla's Performance - Tesla's Q2 revenue fell 12% year-over-year, marking the largest quarterly decline since 2012, with adjusted EPS down 23% to $0.40 [10] - The company faced challenges from changes in electric vehicle tax credits and tariffs, leading to a significant drop in free cash flow by 89% to $146 million [10][11] - Regulatory credits revenue decreased over 26% quarter-over-quarter, adding to profitability pressures [10] Group 4: Market Trends and Stock Performance - The divergence in stock performance among major tech companies is evident, with Nvidia, Meta, and Microsoft seeing over 20% gains year-to-date, while Apple and Tesla have declined approximately 15% [10][16] - Alphabet's stock has remained relatively flat, increasing less than 1% year-to-date, amid regulatory scrutiny and competition concerns [16][17] - Tesla's stock has dropped about 17% since the beginning of 2025, reflecting investor concerns over its future profitability [17]