HomeMarketsEarningsWhy A.I. Narrative is Critical for GOOGL

Why A.I. Narrative is Critical for GOOGL

Ahead of Alphabet (GOOGL) earnings, Wedbush's Scott Devitt says he's looking for Search and YouTube business to be up 9%, but Scott says the most important narrative will be around A.I. "Query volume growth" will be a focal point to show search patterns and the real impact of A.I. on its search business. For YouTube, he says the site is gaining against competitors in "time spent" by its users and believes the monetization story is yet to be told.

Morning Movers

23 Jul 2025

SHARE

ON AIR
9:00 am
Next Gen Investing
replay
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
1:00 am
The Wrap
REPLAY
2:00 am
Fast Market
REPLAY
3:00 am
Next Gen Investing
REPLAY
4:00 am
Market Overtime
REPLAY
education
4:30 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Inside the Mind of a Trader
REPLAY
education
5:30 am
Inside the Mind of a Trader
REPLAY
6:00 am
Market Overtime
REPLAY
6:30 am
Market Overtime
REPLAY
7:00 am
The Wrap
REPLAY
8:00 am
Fast Market
REPLAY
ON AIR
9:00 am
Next Gen Investing
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
education
11:00 am
Your First Trade
REPLAY
education
11:30 am
Your First Trade
REPLAY
education
12:00 pm
Your First Trade
REPLAY
education
12:30 pm
Your First Trade
REPLAY
education
1:00 pm
Your First Trade
REPLAY
education
1:30 pm
Your First Trade
REPLAY
education
2:00 pm
Your First Trade
REPLAY
education
2:30 pm
Your First Trade
REPLAY
3:00 pm
Market Overtime
REPLAY
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor