Markets: Explosive results of great technological

Markets: Explosive results of great technological

The big technology again marked the market pulse. Meta, Microsoft, Apple and Amazon presented surprising balances, with reactions that were from the euphoria to caution.

Goal: The star of the week

On Wednesday, July 30, Meta was the main protagonist. The company exceeded all expectations with profits per share of US $ 7,14 compared to US $ 5,84, a 38% year -on -year jump. Their sales reached US $ 47,500m (+22% year -on -year), and net gain climbed au $ s18.300m (+36% year -on -year).

The key was again digital advertising, which contributed more than US $ 46,000m. Meta algorithms, enhanced with artificial intelligence, remain the key. This allows the company to finance both its commitment to AI and strong losses in reality labs, without putting the central business at risk.

Their actions rose 11% the next day, celebrating the incredible results well above expectations.

Microsoft: The cloud machine

On the same day, Microsoft presented results that led her to overcome the US $ 4 Valuation Trillions for the first time, although she then stood below. Reported sales of US $ 76,400m (+18% year -on -year) and a net gain of US $ 27,200m (+24% year -on -year).

The jewel was Azure, its cloud division, with a growth of 39% year -on -year. The productivity and gaming business also showed resilience. Microsoft consolidated itself as the great infrastructure enabler for the era of artificial intelligence, and that was celebrated by the market.

Their shares came to rise 8% the next day, although they closed +4%, showing some weakness.

Apple: lights and shadows

On Thursday, July 31 was Apple’s turn. The company surprised with sales of US $ 94,000m (+10% year -on -year) and a net gain of US $23,400m (+9% internal), exceeding market expectations.

The positive was the rebound of iPhones sales in Chinaa key market where I had lost ground.

However, Tariffs imposed by Trump became the great concern: much of the iPhones sold in the US come from India and could be more expensive if the costs move to the consumer.

In a context where less and less users update their devices regularly, this is a real risk. Its action reacted with a 2.4% drop

Amazon: the disappointment of the group

Amazon also presented Thursday and his numbers looked well. Sales for U $ S168,000m (+13% year -on -year) YU $ S18.200m of net profit (+35% year -on -year).

But its key engine, Amazon Web Services (cloud segment), ignited yellow lights: It grew just 17.5%, below the 20% expected the market and far from 34% of Azure or the Google Cloud jump. This brake is worrisome because AWS remains the Amazon margin machine and its main source of profits.

While Microsoft and Google advance quickly integrating artificial intelligence into their platforms, Amazon seems to be losing participation in the cloud. And that did not like the market.

That is why their actions sank 8.2% the next day, being the loser of the great technology.

What returns do these 4 companies accumulate in 2025? Let’s see:

Boggian

The ones that lead are the two that presented better balances. Chance? I don’t believe it.

Impact of AI and tariffs

In the four balances there was a common denominator: AI and strong infrastructure expenditure. What changed is not the narrative, but the ability to show that these expenses are generating specific results.

Goal and Microsoft lead on this front, while Apple just begins to catch up and Amazon faces the pressure of the competition.

On the other hand, Trump’s tariffs also influence. Apple and Amazon are the most exposed: in Apple for the increase in imported iPhones, and in Amazon for uncertainty about retail. Microsoft and Meta, with more global and less dependent models, show greater relative strength.

This week’s balances made two things clear: first, that artificial intelligence is no longer a promise, but a real catalyst of results; And second, that the market is very demanding in case of not fulfilling expectations, as happened to Amazon.

If you are interested in continuing to deepen, see analysis, videos and exclusive content, I leave you here all together so that you choose what serves you: Investor Club.

Note: The material contained in this note should not be interpreted under any point of view as an investment council or recommendation for the purchase or sale of a particular asset. This content has only educational ends and represents only an opinion of the author. In all cases it is advisable to advise with a professional before investing.

Investor Club CEO

Source: Ambito

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