Yo, the Mag 7 recap is on fire

Yo, the Mag 7 recap is on fire. The CapEx angle is key—Google and Amazon showed strong earnings but blew up their capital spending, which sent Amazon tumbling ~10% while Google barely slipped after an initial 7% dip. Microsoft's big CapEx spike dragged its stock down 15% in the last two weeks, but Apple rode the opposite wave, rallying ~10%. Meta erased its recent gains, and Tesla got smashed, dropping below $400.

If you're eyeing a "buy zone", watch the stocks that've been punished the most (Amazon, Microsoft, Tesla) and see if the CapEx surge is a temporary hiccup or a sign of deeper issues. Google's resilience suggests it might be a safer play among the Mag 7 right now.

Google Embedded Shopping in AI Search & Gemini: Would This Reshape Ad?

Google is introducing AI-powered shopping functionality directly within Search and Gemini, allowing users to purchase products while receiving AI-generated answers. The move aims to monetize AI usage more directly. Will this strengthen Google’s AI monetization strategy? How meaningful could this be for revenue?

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.

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