It’s a pivotal day for technology as earnings from Google, Tesla, IBM, ServiceNow and Texas Instruments report Gil Luria of D.A. Davidson and Brent Thill of Jefferies debate the implications for AI spending, cloud growth and digital advertising. Seth Goldstein of Morningstar breaks down Tesla results and what investors should watch next. Julian Emanuel of Evercore steps back to assess the broader market and explain how investors should position after one of the most important earnings days of the season. Patrick Moorhead closes the loop by analyzing what the latest reports from Google, IBM and ServiceNow reveal about the direction of AI, enterprise technology and the broader tech sector.<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Alphabet Gets The Party Started 7/22/26

Closing Bell

The Bell's bringing into the trading day at the NYSE. PagerDuty ringing the closing bell and at the Nasdaq, the Teak Fellowship doing the honors here. Welcome to Closing Bell Overtime. We're live from Studio B at the Nasdaq MarketSite. I'm Melissa Lee, along with Mike Santoli, who happened to ring the opening bell this morning. What an honor. It was a lot of fun. Stocks mostly lowered today. The Dow up a tiny bit. Small loss for the S&P 500. Nasdaq down nearly half a percent. The Russell losing about a percent. But the action is about to pick up over the next few minutes. We're going to get earnings from Google and Tesla,

plus ServiceNow, IBM and more. We'll bring you those results as they come out. And we've got a great lineup of guests to react to all the numbers. And once that initial flurry dies down, that is when the conference calls start at 430. Google, CSX, Las Vegas, Sam's, Texas Instruments all begin their calls. So truly, this is the calm before the storm. But it was a really interesting session. The 10-year yield basically at those May highs there. Oil was higher. And yet we had this sort of wait and see. We did have that.

Matt Paul casts over the software sector with the Pegasystems report earlier this morning. So ServiceNow is weak going into the earnings report. IBM was weak. Microsoft was weak. And you saw conviction kind of leak out of some of the leading trades over the course of the day. Semis were up a few percent at the beginning, and then it kind of finished really at their lows of the day. Some of the speculative stuff really taking on some water. SpaceX making new lows.

Closing Bell Overtime: Alphabet Gets The Party Started 7/22/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Closing Bell Overtime: Alphabet Gets The Party Started 7/22/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.