In the July 25 livestream of Market on Close, Barchart’s John Rowland, CMT, and “Twitter Tom” jumped into a timely debate: Google vs. Tesla — which stock deserves your attention right now?
Both are powerhouse tech names with strong artificial intelligence (AI) and robotaxi ambitions. But as Tom suggests, the bull case for each Magnificent 7 stock just might depend on your time horizon.
Google (GOOG) (GOOGL): The Immediate Gratification AI Powerhouse
Despite concerns that Google may lose ground to AI challengers in the search space, the company delivered a massive $54 billion in quarterly revenue from Search alone — a 12% YoY increase.
Key tailwinds for Google include:
- Defensive moat in Search
- $85 billion capex push into AI chips and infrastructure
- Ownership of Waymo, the leading player in autonomous ride-hailing
- Solid balance sheet and diversified revenue streams (YouTube, Cloud, Ads)
John argues that Google’s valuation doesn't fully reflect the value of its individual businesses. With rising search activity and aggressive AI investment, GOOGL could outperform over the next 1–2 years.
“If you ask me which stock I’d rather hold short-term, 100% unequivocally it’s Google,” says Tom.
Tesla (TSLA): The Long-Term Vision Play
Tesla stock recently dropped over 8% after earnings, and the company continues to face headwinds from CEO Elon Musk’s political involvement, reduced U.S. EV incentives, and investor fatigue.
But that’s not stopping Tom from continuing to build his position into weakness.
Long-term bullish drivers for Tesla include:
- Expansion into AI and robotics
- Ambitious plans for a nationwide robotaxi fleet
- Global leadership in EV production
- Elon Musk’s leadership and long-term roadmap
“I believe Tesla is going to reshape transportation. It’s a 10-15 year bet for me,” Tom says. “It looks shaky today, but I believe in Elon.”
The AI Arms Race: Google’s Waymo vs. Tesla’s Robotaxis
Both companies are ramping up investments in autonomous vehicles, but Google’s Waymo is far ahead in deployment.
Waymo Highlights:
- Active in Phoenix, San Francisco, L.A., Austin, and soon Dallas
- Partnering with Avis (CAR) and Uber (UBER)
- Over 250,000 driverless rides completed
Tesla’s Robotaxi Launch:
- Limited rollout in Austin
- Still faces tech and legal challenges
- Vision-based autonomy approach still under scrutiny
While both are chasing the future of mobility, Waymo appears more mature in terms of infrastructure and execution. Tesla’s strategy, however, could eventually offer exponential returns if successful.
Tools to Compare GOOGL vs. TSLA on Barchart
Want to dig deeper into the data on these two stocks? Here are Barchart tools you can use right now:
- Flipcharts allow you to View historical price action for both stocks — overlay moving averages, RSI, and more.
- Stock Comparison lets you build side-by-side comparisons using valuation metrics, revenue growth, and technical indicators.
- Barchart Trade Alerts send you automated buy/sell signals based on momentum, moving averages, and pattern recognition.
Watch the Show + Join Us Live
Watch the clip from Market on Close now for the full discussion — and dig into the full episode for more analysis on tech, AI, and the stocks driving Wall Street.
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