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Alphabet and Tesla Face $6 Trillion AI Earnings Test Wednesday — Gemini 3.5 Pro Delay and Cybercab Ramp in Focus

Jul 20, 2026

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Alphabet and Tesla Face $6 Trillion AI Earnings Test Wednesday — Gemini 3.5 Pro Delay and Cybercab Ramp in Focus

Alphabet and Tesla report Q2 2026 earnings after Wednesday's close, forming the week's highest-stakes binary event for markets. Alphabet faces scrutiny over a reported Gemini 3.5 Pro delay and AI capex payoff, with consensus at $116.8 billion in revenue and 26% EPS growth year-over-year. Tesla is forecast to post 25% profit growth following record Q2 deliveries, while investors probe Cybercab ramp timing and a new three-row Model Y launch. IBM full results also land Tuesday.

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