Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled. As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?

avatarShyon
07-28
I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google $Alphabet(GOOGL)$  , where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's $Taiwan Semiconductor Manufacturing(TSM)$  </

🎁Weekly Higher EPS Estimates: MSFT, AAPL, AMZN, META, V & More

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from July 28 to August 1.Read more>>🎉32 $10B+ US Stocks Hit New Highs: NVDA, AVGO, INTU Lead & Uptrend Drivers👇🤔Weekly Top 20 Insider Sells: AMZN, LLY, TMUS & More💰 NEW ALPHA|Financial Report Highlights: V/SEZL/PRCH1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders i
🎁Weekly Higher EPS Estimates: MSFT, AAPL, AMZN, META, V & More
avatarSpiders
08-07

Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari
Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?
This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat & rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search & YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic

BIG TECH WEEKLY | Apple Chases Innovation🔋, META Steals Brains🧠, and ADP & NFP Just Keep Arguing

Big-Tech’s PerformanceMacro Headlines This Week:“The Great and Beautiful” bill passes; conflicting employment data; U.S.-Vietnam tariff deal reached, but July 9 deadline looms?The "Great and Beautiful" Bill, championed by Trump, passed the Senate in a 50-50 tie (with Vance casting the decisive vote). The House also approved it on July 3, and it's expected to be signed into law on July 4. While markets fear it may worsen the fiscal deficit, it could provide a short-term economic boost — potentially just the beginning. In response, Elon Musk once again lashed out, threatening to form a new political force to oppose it.Employment Data Clash:June ADP report showed a drop of 33,000 jobs (vs. forecast of +98,000), pushing the probability of a July rate cut to over 27%.However, the next day, the
BIG TECH WEEKLY | Apple Chases Innovation🔋, META Steals Brains🧠, and ADP & NFP Just Keep Arguing
Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e
avatarBarcode
07-03
$Apple(AAPL)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 🚨🔔 Liquidity is gushing into equities again, with the 64th global rate cut of 2025 lighting a fuse under risk assets. Apple still lags, yet a perfect storm of undervalued fundamentals, fresh technical ignition, and July’s historically bullish flow now blends into the most asymmetric setup on my terminal. 🤖🚀⚡ 03Jul25, 🇳🇿NZ Time Apple’s July Redemption Arc: can a 64 cut macro tailwind turn this laggard into July’s leader? ⚡🚀🤖 I’m kicking off July with the question on every desk: can Apple sprint from −17.01 % YTD into pole position while funds rotate out of mega-cap tech? Nvidia and Microsoft sagged, UNH surged 4.5 %,
avatarxc__
07-02

Apple 🍎 Breakout! Can It Catch Up with Mag 7 & Erase YTD Loss?

$Apple(AAPL)$ Apple’s stock is heating up, climbing for two straight days and smashing through its 50-day moving average—a move that’s got everyone talking. But the buzz isn’t just about the charts. Word on the street is Apple might ditch its in-house AI efforts and tap into cutting-edge tech from Anthropic or OpenAI to supercharge Siri. With the company trailing in the AI race and sitting near the bottom of the Magnificent 7 year-to-date (YTD) leaderboard, could this be the spark it needs to turn things around? As the market soars to new heights, let’s unpack whether Apple’s ready to reclaim its spot at the top. Siri’s Big Upgrade: AI to the Rescue? Apple’s been taking heat for falling behind in the artificial intelligence game while competitors
Apple 🍎 Breakout! Can It Catch Up with Mag 7 & Erase YTD Loss?
Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan
This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc

🎁Capturing Top 10 Ex_dividend: TXN, BMO, VLO, STZ, MS...

1.Which High Ex-dividend Stock (on 28 July ~ 1 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $TXN$ and $BMO$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2.YTD25 of the Above 10 Stocks are as Below:TradingView
🎁Capturing Top 10 Ex_dividend: TXN, BMO, VLO, STZ, MS...

The world’s most valuable company finally has some momentum—but is it enough to reclaim its throne among the elite tech titans?

$Apple(AAPL)$ After months of lagging behind the rest of the Magnificent Seven, Apple Inc. (AAPL) is finally showing signs of life. Once the market’s undisputed leader, Apple has underperformed its mega-cap tech peers for most of 2024 and into early 2025, weighed down by slowing iPhone sales, regulatory headwinds, and skepticism over its innovation pipeline. But that narrative may be changing. In recent weeks, Apple shares have begun to break out from a prolonged consolidation range. New AI initiatives, a rebound in China demand, and stabilization in hardware margins are all helping shift sentiment. The question now: Can Apple continue this breakout and catch up with peers like Nvidia, Microsoft, and Amazon—and potentially erase its year-to-date l
The world’s most valuable company finally has some momentum—but is it enough to reclaim its throne among the elite tech titans?
avatarToNi
07-03
$Apple(AAPL)$ Apple’s AI Pivot: A Breakout to Erase YTD Losses? Apple’s potential shift in its AI strategy has ignited excitement, with reports suggesting the company is considering adopting technologies from Anthropic or OpenAI to revamp Siri. This could mean pausing in-house AI models to close the gap with industry leaders, a move that has seen the stock rise for two consecutive days, breaking above its 50-day moving average. Ranking second to last among the Magnificent 7 year-to-date, Apple now faces a pivotal moment as the market hits new highs. Could this signal a catch-up rally? Let’s explore the fundamentals, technicals, and sentiment with a forward-looking twist. 1. Fundamental Analysis: A Strategic AI Leap Apple’s rumored pivot to externa
The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more

Why AAPL is Compelling

I’ve been watching $Apple(AAPL)$ closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran
Why AAPL is Compelling

Mag 7 Updates: Time for Apple to Catch Up?

Despite $S&P 500(.SPX)$ recently hitting new highs, a new report from Bank of America reveals signs of accelerated selling quietly emerging in the U.S. stock market. Last week saw the largest net outflows in nearly 10 weeks.Check H2 forecasts!New Highs, but Weak Momentum?Bank of America strategist noted that the bank’s clients were net sellers overall last week—marking the first time this trend has appeared in three weeks. Institutional investors led the selling, with hedge funds cutting positions for the second straight week, and retail investors also posted their first net outflows in six weeks.Plus, Trump responded that he would not push the tariff pause beyond July 9. Following his remarks, major U.S. stock indexes turned lower, with the S
Mag 7 Updates: Time for Apple to Catch Up?
🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating? This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating. Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure. 🔍 The Numbers: -Apple ($Apple(AAPL)$ ) 📊 EPS Estimate: $1.43 📈 Revenue Estimate: $88.96B Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth. -Amazon ($Amazon.com(AMZN)$ ) 📊 EPS Estimate: $1.31 📈 Revenue Estimate: $162.02B Track Record: Also
avatarxc__
06-09

WWDC 2025: Worth Paying Attention to Apple With -18% YTD?

As Apple gears up for WWDC 2025 kicking off on Monday, the spotlight is on the tech titan—not just for its expected software reveals like iOS 26 and macOS 26, but for its battered stock, down 18.57% year-to-date. While Tesla’s shares take a hit from the Musk-Trump saga, Apple’s slump stands out as the weakest link among the “Magnificent Seven” tech stocks. Investors are buzzing: could this keynote be the jolt Apple needs, or is it just another blip in a downward spiral? Historically, Apple’s stock perks up before these events only to stumble on the big day. With three months of declines in the rearview, here’s why WWDC 2025 might—or might not—be a game-changer. Software Showdown: What’s Cooking With iOS 26 and macOS 26? Apple’s WWDC is its yearly proving ground, and this time, all eyes are
WWDC 2025: Worth Paying Attention to Apple With -18% YTD?
avatarkoolgal
08-04
🌟🌟🌟AI has become the ultimate performance filter.  Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race.  With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat.  Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains.  Delays in rolling
avatarxc__
06-10

Apple’s AI Delay: A Sinking Ship or a Hidden Ace? Stock Down 20% YTD—Is $200 the Sweet Spot?

$Apple(AAPL)$ $S&P 500(.SPX)$ Apple’s stock has taken a beating, down 20% year-to-date, and the whispers are turning into shouts: the tech titan is lagging in the AI race. With a delayed Siri overhaul and no blockbuster deals with AI powerhouses like Google, Baidu, or Alibaba, the market’s hopes for a “dramatic breakthrough” have fizzled. At $200 a share, is this a rare chance to buy low, or a signal that Apple’s best days are behind it? Let’s dive into the chaos, weigh the risks, and see if this dip is a diamond in the rough. The AI Fumble: Siri’s Stuck and Partners Are Scarce Apple’s AI journey is hitting speed bumps. The long-awaited Siri reboot—promised to bring next-level smarts—remains in limbo,
Apple’s AI Delay: A Sinking Ship or a Hidden Ace? Stock Down 20% YTD—Is $200 the Sweet Spot?