1/05/2025 Daily Reports
AI Boom Continues: Microsoft and Meta's earnings confirmed one thing – AI demand isn’t slowing down.
- Meta Ups CapEx: Meta raised its 2025 capital expenditure guidance to $64–72 billion – well above the expected $60B – to support AI infrastructure.
- Microsoft Holding Steady: Microsoft reiterated strong CapEx growth, citing acceleration from top enterprise clients.
- Alphabet Joins In: Google reaffirmed its $75B CapEx plan, adding fuel to the AI investment fire.
- Nvidia Benefits Directly: These tech giants rely on Nvidia’s high-performance AI chips – making NVDA a key player in the ecosystem.
- Stock Reaction: Nvidia (NVDA) shares jumped over 4% in premarket trading after earnings news from MSFT and META.
- Positive Sentiment Returns: Despite a tough start to 2025 (-19% YTD), Nvidia bulls are getting fresh momentum as AI spending shows no sign of slowing.
- What’s Next? : Recent earnings reports from major tech firms indicate that capital spending on AI infrastructure remains strong. This suggests continued demand for Nvidia’s products despite earlier concerns about export restrictions and overcapacity. While risks remain, the fundamentals supporting AI growth appear intact for now.
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