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🤖 Big Tech's AI Test: Monetizers > Builders
Q2 earnings show a clear split:
✅ Microsoft: $76.4B rev (+18% YoY), AI cloud demand > capacity
✅ Meta: $47.5B rev (+21.6%), AI ads + 3.48B DAUs
⚠️ Apple: Beats rev ($94B), but AI rollout still lags
⚠️ Amazon: $100B AI capex plan pressures AWS margins
💡 Monetizers (MSFT, META) win market favor. Builders (AAPL, AMZN) face growing pressure.
📊 Full story in next week's WEFC! Explore our US Earnings Calendar for the full Q2 breakdown—AI call highlights, sector trends & who’s executing now:
#AI #BigTech #EarningsSeason #CloudComputing #NASDAQ #FAANG #Magnificent7
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