The balance sheet season of the tech giants shows mixed results, but AI remains the main growth factor. All eyes are now focused on the quarterly figures of NVIDIA, which are considered the decisive indicator of the future of the AI sector.
• Balance season of the US tech giants fell throughout
• Analysts nevertheless optimistic – AI as a growth driver
• NVIDIA numbers crucial for the future of AI shares?
The result of the large US technology groups, which has been tending to the end, has delivered mixed results so far. While many companies were solid, some key areas remained behind the expectations. In addition, Trump’s China-Zölle, who tighten the trade conflict and make some tech companies, put a strain on the breakthrough of the Chinese chatbot deepseek.
Now the Wall Street is eagerly awaiting Nvidia’s quarterly figures on February 26, 2025 – a company that is considered an indicator of the entire AI sector. If the AI giant does not meet the expectations or make a weak prognosis, the AI shares could put a lot of strain on. Nevertheless, many analysts are not very concerned and instead concentrate on the long-term AI investments of the tech giants. “The volatility in the technology sector will probably be in the coming months. But we see the first results of the large tech companies as calming and believe that the growth story around AI remains intact,” wrote the analysts of the UBS investment bank.
A closer look at the latest results shows which companies are currently being driven by technology and where there are still hurdles.
Microsoft and Meta share: AI as a growth driver?
Microsoft presented solid results, but missed expectations in important areas. Microsoft’s Cloud turnover was around $ 40 billion below the expected $ 41.1 billion. Nevertheless, the AI business grew by an impressive 157 percent per year comparison and contributed 13 percentage points to azure growth. Microsoft explained that the demand for cloud services was greater than the available capacities and that the non-KI-based cloud services were weaker than expected because the company is trying to “” balance between short-term non-AI consumption and growth to produce from AI. ” According to Yahoo Finance, analyst Brent Thill von Jefferies remains optimistic: “We continue to believe that Microsoft is the leading software provider in the AI area.”
Meta was also able to record a profit plus, but refrained from submitting a forecast for the entire 2025 financial year. The company relies on AI and plans to invest more than $ 65 billion in the expansion of its AI services in 2025. The new open source model Llama 4 plays a central role. Analyst Jeffrey Wlodarczak sees a strategic advantage according to Yahoo Finance: “We expect that [Metas] Open source Llama Ai will imitate the best techniques of deepseek. ”
Google, Apple and Amazon share: Can AI investments turn the balance sheets?
Google’s parent company Alphabet missed the expectations of cloud sales, which in the meantime put pressure on the stock. In order to serve the increasing demand, the company is planning investments of $ 75 billion in its AI infrastructure in 2025. Scott Devitt from Wedbus, as Yahoo Finance reports, long-term potential: “We think that it is re-evaluating Alphabet Could give investors more confidence in infrastructure investments and generative AI, “he wrote.
Apple, in turn, remained with iPhone sales. The new Apple Intelligence platform is intended to boost growth, but is currently still suffering from limited language availability. In the Conference Call, CEO Tim Cook confirmed to the quarterly results that iPhone sales where Apple Intelligence is available are already going better. Apple has announced that the AI feature will be rolled out in other languages in the coming months to increase market penetration.
Amazon increased both sales and profits in the last quarter. Despite these positive results, investors reacted disappointed to the forecast for the first quarter of 2025, which temporarily led to a significant drop in the course of the Amazon share. Amazon expects sales of $ 153.3 billion, while analysts expected $ 158.6 billion. The forecast for the operational profit is also behind the expectations.
Excitement before Nvidia balance: future-oriented for the AI share market?
The stock exchange is now eagerly awaiting the quarterly figures from Nvidia. The company is considered the central profiteer of the AI boom and has put the bar up. Should Nvidia miss the expectations or make a cautious forecast, this could shake the entire AI rally. However, analysts are still optimistic that Nvidia with its dominant market position in the field of AI chips and data centers will benefit from increasing demand.
The Tech giants’ AI investments show that the topic will determine the industry in the long term. NVIDIA is the clock of AI development, and his numbers could significantly influence how investors assess the future of this technology. A strong quarter could continue to consolidate confidence in the AI sector and inspire the stock market.
Editor finance.net
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