Reward 500 Tiger-coinsBig Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.
Let’s see the winners first!
1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.
Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.
CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”
Earnings per share: $7.14 vs. $5.92 expected
Revenue: $47.52 billion vs. $44.80 billion expected
Meta said capital expenditures will range between $66 billion and $72 billion for the full year, raising the low end of the company’s previous estimate of between $64 billion and $72 billion.
2. $Microsoft(MSFT)$ rose 3.95% as its revenue jumped 18% from a year earlier.
The company reported revenue from Azure and cloud services for the first time, with sales exceeding $75 billion for fiscal 2025.
Earnings per share: $3.65 vs. $3.37 expected
Revenue: $76.44 billion vs. $73.81 billion expected
Microsoft sees over $30 billion in fiscal first quarter capital expenditures and assets acquired through finance leases, while analysts surveyed by Visible Alpha had expected $24.23 billion.
3. $Alphabet(GOOG)$ closed 0.88% UP after it beat on revenue and earnings.
The company increased its capital expenditures forecast for 2025 to $85 billion, up $10 billion from February, due to “strong and growing demand for our Cloud products and services.”
The company’s overall revenue grew 14% year over year, higher than the 10.9% Wall Street expected.
Revenue: $96.43 billion vs. $94 billion expected
Earnings per share: $2.31 vs. $2.18 expected
4. $Apple(AAPL)$ erases premarket gain and falls near 2%
Sales of the iPhone grew 13% yoy and overall revenue grew 10% — Apple’s largest quarterly revenue growth since December 2021.
Apple CEO Tim Cook said Apple would “significantly grow” its AI investments, adding that the company is “open to M&A that accelerates our roadmap.”
The company also saw success in China during the quarter, with sales rising 4% on an annual basis to $15.37 billion. Cook said a Chinese subsidy for some devices helped Apple in the region.
Earnings per share: $1.57 vs. $1.43 expected
Revenue: $94.04 billion vs. $89.53 billion expected
5. $Amazon.com(AMZN)$ dropped 7% after the earnings release.
AMZN delivered a double beat on both revenue and EPS, but the stock still dropped 7%.
EPS: $1.68 vs. $1.33 expected (beat 26.3%)
Revenue: $167.7 billion vs. $162.0 billion expected (beat 3.5%)
The market is worried about the potential impact of tariffs on the company and Q3 operating income guidance.
During the quarter, capiex surged to $31.4 billion, while free cash flow dropped significantly from $53 billion in the same period last year to $18.2 billion. Moreover, AWS revenue growth of 17% lagged behind competitors, falling short of Azure’s 39% and Google Cloud Platform’s 32%.
6. $Tesla Motors(TSLA)$ fell 8.2% as its auto sales missed again
Tesla reported a 16% decline in automotive revenue as sales fell for a second straight quarter and again trailed analysts’ estimates.
Management did not provide deliveries guidance for the year but did say the affordable vehicle will enter production in the fourth quarter. Tesla shares were down 5% in after-hours trading on the results.
Earnings per share: 40 cents adjusted vs. 43 cents expected
Revenue: $22.50 billion vs. $22.74 billion
Tesla then rebounds on Robotaxi news.
According to third-party data, Meta, Microsoft, Alphabet, and Amazon collectively contribute about 53% of NVIDIA’s revenue, with respective shares of 15%, 14%, 12%, and 11%.
As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech?
Who surprises or disappoints you the most? Is AI boom still the best theme in stock market?
How do you view chip sector pullback tonight?
REWARDS
All valid comments will receive 5 Tiger Coins (5-50 coins; depend on comment quality; lucky tiger can get 66 coins)
Tag your friends to win another 5 Tiger Coins
Event detail to click: $5 Vouchers & Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!
New reward is coming!!!
Click and check our new event: 🎁Sharing Your P&L in Hot Topics: Win Vouchers & Tiger Coins! Multiple rewards will be given to Tigers who share the P&L ratio or amount in the daily hot topics according to the rule.
Comments
Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race. With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat. Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27.
In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains. Delays in rolling out AI features have left investors worried.
The once mighty Magnificent 7 are carving divergent paths. Markets are rewarding real AI profits, not just capex promises.
@Tiger_comments @TigerStars @Tiger_SG @CaptainTiger @TigerClub
The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue.
The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand remains strong, and short-term dips may offer good entry points.
@Tiger_comments @TigerStars