Google Search is readying the next generation for AI

July 25, 2025

Google Search is readying the next generation for AI

Breaking News

In case there was any thought tech giants would ease up on AI spending sprees, Alphabet threw another $10 billion into the mix just to be sure.

The company's stellar quarter - flashing strength in advertising and its cloud businesses - appeared to more than justify the ramped up investment, which is now set to reach $85 billion this year.

But the Google parent also succeeded in advancing another urgent mission: convincing investors it can transition its search empire into an AI-infused one.

AI Overviews, Google's search product that summarizes key information on a topic or question, has grown from 1.5 billion monthly users to more than 2 billion, underscoring its strong adoption.

Google executives have framed its enhanced search features as an evolution of the company's core business. Along with AI Mode - an expansion of Overviews - the company says the tools are driving people to search even more.

Double-digit revenue growth in search suggests AI is expanding the market. Yahoo Finance reports.

EdgeUp

📊 Intel beats on Q2 revenue, plans to cut 15% of workforce, cancels factory plans:

Intel reported its second quarter earnings after the bell on Thursday, beating on revenue but missing on earnings per share (EPS) due to impairment charges.

The company said it is cutting its headcount by 15% and expects to have approximately 75,000 employees by the end of the year. Intel also offered an upbeat Q3 revenue forecast of between $12.6 billion and $13.6 billion. Wall Street was expecting $12.6 billion.

The chipmaker's stock fell almost 5% in premarket trading on Friday, having initially risen more than 2% soon after the report before turning negative. Yahoo Finance reports.

🎢 US stock futures largely steady after record run for S&P 500, Nasdaq:

Wall Street futures were largely unchanged on Friday, as investors caught their breath after record closes for the S&P 500 and the Nasdaq and looked for clarity on U.S. trade talks before the August 1 tariff deadline.

At 06:50 a.m. ET, Dow E-minis were up 68 points, or 0.15%, S&P 500 E-minis were up 8.25 points, or 0.13%, and Nasdaq 100 E-minis were up 10.5 points, or 0.04%.

The blue-chip Dow fell 0.7% in Thursday's session, but remained close to its all-time high, last hit in December

All three major indexes were poised to cap the week on a high note, as fresh signs of progress emerged on deals between the United States and its trading partners including Japan, Indonesia and the Philippines, which helped propel markets to new highs. MarketScreener reports.

🚚 First look: Ryder makes more money in second quarter, but revenue growth is minimal:

Ryder Systems made more money in the second quarter than in the corresponding three months from 2025, but revenue growth was slow.

The company announced its earnings Thursday morning. Earnings per share on a GAAP basis were up 11% from a year ago, rising to $3.15/share. Comparable non-GAAP earnings were $3.32, also up 11%.

Ryder, in its earnings release, attributed the increase to “higher contractual earnings and share repurchases.”
But total revenue barely budged, down slightly to $1.47 billion from $1.48 billion a year earlier. Operating revenue rose 1% to $1.29 billion.

After a few quarters of low used vehicle sales, sales rebounded to 6,200. While that was down from 6,000 a year ago, sequentially it was significantly higher than the prior three quarters, when the sales were 4,700, 4,700 and 5,100, respectively. Yahoo Finance reports.

✈️ American airlines stock tumbles as restored full-year earnings outlook disappoints:

American Airlines shares are falling in intraday trading Thursday after the carrier's restored earnings projection for 2025 lagged its earlier forecasts and Wall Street analyst estimates.

Shares in the Fort Worth, Texas-based air carrier fell almost 8% in intraday trading Thursday. They have lost more than 30% of their value so far this year.

Tariffs and economic uncertainty have weighed on American consumer appetite for domestic travel in recent months, affecting the outlook for airlines, although international travel has held up.

The company said Thursday it expects a 2025 adjusted per-share loss of as much as 20 cents or earnings per share (EPS) of as much as 80 cents, with the midpoint lagging the Visible Alpha analyst EPS forecast of 71 cents. Yahoo Finance reports.

🤖 Google signs $1.2 billion cloud services deal with ServiceNow:

Alphabet's Google has signed a deal worth $1.2 billion to provide cloud-computing services to ServiceNow (NOW) over five years, Bloomberg News reported, citing a person familiar with the agreement.

ServiceNow declined to disclose the value of various individual contracts it has secured with cloud platforms, while Google declined to comment, according to the report.

The companies didn't immediately respond to MT Newswires' requests for comment. MarketScreener reports.

📊 Stay on top of Q2 earnings:

Earnings season is here - don’t miss a beat. Check out the latest Q2 earnings reports as they roll in, all in one place on Yahoo Finance.

Top 5 Movers in Early Pre-Market

(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM Eastern Time)
Benzinga reports.

1) $LHAI: Linkhome Holdings

Total gain: +130.9%

2) $OCTO: Eightco Holdings

Total gain: +38.46%

3) $NXTC: NextCure

Total gain: +24.9%

4) $COUR: Coursera

Total gain: +24.66%

5) $LIDR: AEye

Total gain: +17.8%

Yesterday’s Biggest Movers

The closing price of the top three market percent gainers trading near or above $3 on July 25.
Benzinga reports.

*All pricing and percent gains are based on regular market trading hours from 9:30am to 4:00pm Eastern Time

1) $LIDR: AEye

Total gain: +153.98%

The company announced that its flagship Apollo lidar has been fully integrated by NVIDIA into their DRIVE AGX platform, a critical part of NVIDIA's highly touted autonomous vehicle ecosystem. Benzinga reports.

2) $ANPA: Rich Sparkle Holdings

Total gain: +30.64%

The stock appeared to be moving on no notable news.

3) $IPA: ImmunoPrecise Antibodies

Total gain: +27.47%

The company announced results of a newly expanded study demonstrating that its LENSai Immunogenicity Screening can reliably predict anti-drug antibody risk for therapeutic proteins before they enter animal studies or human trials. Benzinga reports.

Today’s Notable Earnings

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


GNTX: Gentex
2Q 2025

Before Market Open
Estimate: 0.390
Actual: N/A

AON: Aon
2Q 2025

Before Market Open
Estimate: 3.410
Actual: 3.490


FLG: Flagstar Financial
2Q 2025

Before Market Open
Estimate: -0.120
Actual: -0.140

Today’s Economic Dates

Time (ET) | Report | Period

8:30 am - Durable-goods orders - June

8:30 am - Durable-goods minus transportation - June

Parting Thoughts

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”

- Benjamin Graham

Sourced in: “Security Analysis”, by Benjamin Graham, published in 1934.

Disclaimer

TradeZero America, Inc., a United States broker dealer, registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC); TradeZero, Inc., a Bahamian broker dealer, registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, a Canadian broker dealer, member firm of the Canadian Investment Regulatory Organization (CIRO) and member of the Canadian Investor Protection Fund (CIPF) (collectively the "TradeZero Broker Dealers”) are subsidiaries of TradeZero Holding Corp.

TradeZero Broker Dealers offer self-directed electronic securities trading to their customers. TradeZero Broker Dealers do not provide financial or trading advice and do not make investment recommendations to their customers. This communication does not constitute an offer to sell or a solicitation to buy any security or instrument which it may reference. There is a risk of loss in online trading of securities including equities and options. Trading on margin is for experienced investors only as the amount you may lose can be greater than your initial investment. Likewise, short selling as a securities trading strategy is extremely risky and can lead to potentially unlimited losses. Options trading is not suitable for all investors as it can involve risk that may expose investors to significant losses. Please read the Characteristics and Risks of Standardized Options, also known as the options disclosure (ODD) at OCC before deciding to engage in options trading.

If you have any specific questions about TradeZero's brokerage services, please reach out to the TradeZero Broker Dealer servicing your jurisdiction.