WSJ Your Money Briefing What’s News in Earnings: How Magnificent Can the Magnificent Seven Get?
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Aug 5, 2025 In a bustling earnings season, six of the Magnificent Seven tech giants share their latest financials, sparking intrigue in the AI sector. NVIDIA stands out, shaping the chip market amidst fierce competition from Microsoft and Google. As these companies pursue over $300 billion in AI infrastructure investments, expectations grow ever higher. The episode also tackles the challenges posed by tariffs on revenues, revealing vulnerabilities that even these tech titans face. Join the conversation about the future of tech and its economic implications!
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AI Spending Battle
- The new tech game is who can spend the most on AI.
- These companies see AI spending as essential to their future growth.
Picks and Shovels Win
- Providers of foundational tech often lead valuation booms during tech transitions.
- NVIDIA exemplifies this by thriving as an essential AI hardware supplier.
AWS Growth Pace Falls Short
- AWS grew 17.5%, lagging behind Microsoft and Google clouds at 39% and 32%.
- Amazon’s scale makes such growth harder, but investors still penalized the stock.