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Yahoo Finance

Big Tech’s earnings season can’t escape the AI trade

Yahoo Finance
Summary
Nutrition label

83% Informative

AI powered revenue growth for some firms while spooking investors over fears of an AI slowdown at others.

Both Meta and Microsoft reported better-than-anticipated numbers, with both companies saying that AI is contributing to their broader revenue.

But the firms also said they’re set to pour billions more dollars into their AI buildout, with Meta CFO Susan Li saying the social media giant will “continue to expect significant capital expenditures growth in 2025 ”.

Nvidia ’s stock is up 178% year to date and 206% over the last 12 months .

If Nvidia outperforms analysts’ expectations for the quarter , it could send shares of AI companies higher.

But underperforming could spell trouble for the broader AI trade.

VR Score

87

Informative language

87

Neutral language

67

Article tone

formal

Language

English

Language complexity

41

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

short-lived

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