Jose

Major U.S. tech giants delivered mixed Q4 2024 earnings, with Apple and Meta posting record profits while Tesla, Alphabet, and Amazon faced pressure from slowing growth. Cloud business growth at Alphabet, Amazon, and Microsoft fell short of expectations, yet the "Magnificent Seven" tech firms are ramping up 2025 AI-related capital expenditures to a combined $331 billion. The emergence of DeepSeek has sparked market concerns about the return on AI investments, creating uncertainty for tech stock performance.