Closing Bell Closing Bell: Countdown to Apple and Amazon Earnings 7/31/25
Jul 31, 2025
Tech investors are buzzing about impending Apple and Amazon earnings. A stellar panel dissects the intricate dance of capital expenditures and market valuations in the tech arena. Figma's Wall Street debut is a highlight, showcasing AI's role in transforming design. Meanwhile, the healthcare sector faces challenges, but AI adoption hints at a brighter future. Analysts weigh in on market dynamics following strong earnings from major players like Meta and Microsoft, revealing potential investment opportunities amidst ongoing economic shifts.
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AI Investment Justified by Earnings
- As long as tech giants show strong earnings, markets allow continued heavy AI investment.
- These investments drive engagement and revenue, justifying the spending to investors.
AI Returns Support Valuations
- Meta's big ROI from AI-driven user engagement supports multiple expansions.
- Companies investing in AI with demonstrated returns are not viewed as overvalued yet.
Amazon Needs Margin Growth
- Amazon faces pressure to reaccelerate AWS growth and improve operating margins.
- Margin expansion on the cloud side is key for positive investor reaction.