Alphabet is set to announce its quarterly earnings on July 23, 2025. Analysts are focusing on Google’s AI model, Gemini Pro. Data from July 2024 to July 2025 shows trends that could affect market reactions. Between March and April, search interest in ChatGPT peaked at 100, while Gemini only reached 6. By July, ChatGPT’s interest dropped to 79, but Gemini’s increased to 8. This shows Gemini’s growth rate of 54%, suggesting Alphabet is gaining strength in AI technology.

Gemini Growth

According to Google Trends, Google’s Gemini Pro has grown steadily in 2025. Interest nearly doubled, rising from 34.73 between February and April to 71.20 from May to July. The reasons for this growing interest may include new product innovations, more visibility through Google services, extensive media coverage, and a general rise in AI technology’s popularity, which helps Alphabet indirectly. Observers should pay attention to Alphabet’s management guidance and strategic plans for Gemini Pro. They should also consider competition from OpenAI’s GPT and Microsoft’s AI efforts during the earnings announcement. Remember, no single data point should inform trading decisions. The narrative surrounding the company’s AI potential is powerful and often underestimated. The last earnings report on April 25 showed this, with the stock jumping over 10% after announcing its first-ever dividend and strong Cloud growth. This momentum, driven by AI, suggests that betting against the tech giant now is unwise.

AI And Cloud Momentum

We see clear evidence of this in the cloud computing division, a key area of competition. This segment’s revenue grew by 28%, reaching $9.57 billion in the first quarter—an impressive increase attributed to AI demand. This growth isn’t speculation; it’s a rapidly expanding revenue source that may catch those focusing on older business lines off guard. The announcements from the developer conference in May also act as a significant catalyst that the market may not fully account for. We saw deep integration of the AI model into vital products like Search and Android, providing this technology to billions of users. This vast distribution network is a strategic advantage competitors can’t easily replicate. For those trading options, this positive trend suggests that buying puts or setting up short call spreads might be particularly risky. Historically, implied volatility for the stock rises significantly before an earnings report, making puts more expensive. A smarter strategy could be selling out-of-the-money puts to take advantage of the high premiums, betting that the strong AI narrative will support the stock price. Given the company’s recent moves, like launching its first dividend and a massive $70 billion share buyback program, management is showing strong confidence. This capital return plan creates a strong tailwind and could harm short positions due to buy-side pressure. Ignoring these fundamental signs for a quick trade could be a mistake. Create your live VT Markets account and start trading now.

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