Google GOOGL and Tesla TSLA, as the leaders among the U.S. stock tech “Magnificent Seven” that were first to disclose their Q2 results, both saw reduced trading volume and maintained narrow-range consolidation during the trading session, and after hours both received extremely crucial earnings report disclosures.

The market’s focus on Google is entirely on whether its full-year capital expenditures of as much as $180 billion to $190 billion can be absorbed by AI commercialization growth in Google Cloud and its search business.

Wall Street desperately needs to see evidence that this “huge-scale AI investment” translates into hard-core cash-flow returns.

Tesla, on the other hand, faces a test of its automotive business gross margin following the release of Q2 delivery volume, while the market closely watches its Robotaxi progress milestones and the impact of its energy storage business on overall profit margins.

‍$GOOGL $TSLA

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