CNBC's MacKenzie Sigalos joins 'Fast Money' to talk the latest out of Alphabet's earnings call and what is driving the stock higher in overtime.

That balancing act helped Google parent Alphabet Inc. earn $28.2 billion, or $2.31 per share, during the second quarter, a 19% increase from the same time last year. Revenue climbed 14% from a year ago to $96.4 billion. Both figures easily eclipsed analysts’ projections.

The web is hurting. Google is doing splendidly. The second quarter was a “standout,” Alphabet CEO Sundar Pichai told investors on Tuesday, with “robust growth across the company.” Pichai’s use of the word “the company” is notable,

Alphabet beat Q2 expectations with strong ad and cloud revenue, but stayed silent on crypto. Despite backing Web3 infrastructure, Google still holds no Bitcoin or digital assets.

Google is all-in on AI, and based on the company’s latest quarterly earnings, AI has been good for its bottom line. In a press release for Alphabet’s Q2 2025 earnings, CEO Sundar Pichai says that “AI is positively impacting every part of the business” and that features like AI Overviews and AI Mode are “performing well.”

Michael Nicolas, Oakmark portfolio manager, joins CNBC's 'Squawk on the Street' to discuss market outlooks, stocks he's keeping an eye on, and more.

Google parent company Alphabet’s strong Q2 2025 results were driven by double-digit growth in Google Cloud Platform (GCP), AI infrastructure, and generative AI offerings, according to the company’s executives.

The rise of artificial-intelligence agents, which can make decisions and take action, could give a boost to the biggest cloud-computing providers this earnings season, including Alphabet. Ted Mortonson,