1. Alphabet is expected to report strong Q2'25 earnings with $93.75B revenue and $2.25 EPS, driven by AI compute capacity and Google Cloud margin expansion; 2. The company is expanding AI-generated coding through a $2.4B deal to acquire leadership and licensing rights from Windsurf; 3. Despite growth potential, the stock is downgraded to HOLD due to fair valuation at $185/share (13.55x eFY26 EV/EBITDA).

➀ Intel passed on investing in OpenAI in 2017, missing the opportunity to be part of generative AI's early stages. ➁ The potential investment was reportedly worth $1 billion for a 15% stake. ➂ Intel's CEO at the time, Bob Swan, did not see generative AI as a significant market opportunity.

1. Elon Musk conducted a poll on his X account asking if Tesla should invest $5 billion into xAI startup. 2. The poll received 958,086 votes with 67.9% in favor and 32.1% against the investment. 3. The results will influence Tesla's decision pending board approval and shareholder vote.