AI Snips
Chapters
Transcript
Episode notes
Microsoft and Apple Tariff Impacts
- Microsoft's AI data center spend may be less than expected due to optioned but not utilized capacity. - Apple's upcoming report will reveal how tariffs impact pricing, production shifts, and demand timing.
Meta's Earnings Risks and AI Focus
- Meta's AI investments and advertising revenues, especially in China, are key to its near-term growth. - Slowing ad markets and tariff impacts pose risks to Meta's earnings and guidance.
Amazon's Tariff and AWS Outlook
- Amazon's outlook will heavily factor in tariff uncertainties and China's role in its seller base. - AWS growth and CEO guidance remain critical drivers for stock performance.