This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow.
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
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments