Meanwhile,
Tech giants convert their gigantic:
( AFP / JUSTIN TALLIS )
Despite the economic uncertainty linked to customs duties, and their staggering expenses in artificial intelligence (AI), Google, Meta (Facebook, Instagram), Microsoft, Apple and Amazon have all made profits beyond the second trimester expectations. Furthermore,
“There are moments that will have long been engraved in the history of the markets …. Therefore, the evening yesterday undoubtedly part, with the spectacular results published by Microsoft and Meta,” wrote Dan Ives, analyst at Wedbush Securities Thursday. Nevertheless,
Microsoft crossed the $ 4,000 billion in market capitalization on Thursday for the first time. Meanwhile, It is the second company to go beyond this symbolic threshold after the leader of the tech giants convert their gigantic ia Nvidia flea. Similarly,
The IT group had just published a net profit on Wednesday at 27.2 billion dollars for the period from April to June, up 24% over one year, and a turnover at $ 76.4 billion (+18%). Meanwhile,
Its activities in the Cloud (remote IT. Similarly, IA services to companies) exceed $ 100 billion in revenue over the tax year, more than Microsoft’s total income ten years ago. Furthermore,
Meta also amazed Wall Street Wednesday with its net profit which jumped 36% to $ 18.34 billion, for income of 47.5 billion (+22%). Furthermore,
Its boss Mark Zuckerberg allocated these performances to the integration of AI into the tools for recommending user content. Therefore, choice of advertising locations for advertisers, in particular.
The world number two of digital advertising thus displays solid margins despite the regular increase in its tech giants convert their gigantic expenses in AI.
– “growth measurement” –
Good news for the billionaire leader. who only has eyes for “superintelligence”, this hypothetical technology with cognitive capacities greater than those of humans, Grail de la Silicon Valley.
He recently debacked OPENAI. Anthropic and Google employees, and wants to invest “hundreds of billions of dollars” in new data centers with advanced chips and substantial energy resources.
Google also warned that its investments were still going to increase. Its capital expenses have to reach around $ 85 billion this year, 10 billion more than expected, to compare with 52.5 billion in 2024.
They are necessary in particular for its cloud activity, whose sales jumped 32%, but which struggles to meet demand.
The Internet giant can count on its profits: $ 28.2 billion in the second quarter, for more than 96 billion turnover tech giants convert their gigantic (+14%).
The search engine does not seem to be suffering from the competition from Chatgpt. Perplexity, which has itself integrated generative AI tools,.
“The market does not yet fully take the measure of the growth wave of growth. fueled by some $ 2,000 billion in expected expenses over the next three years on the part of companies and governments to deploy IA technologies,” observed Dan Ives.
-Ul -customs –
Investors also watched for possible impacts of commercial wars.
Meta and Amazon seem to benefit from Donald Trump’s government policies for the moment. In this climate of uncertainty, advertisers fell back on the proven platforms of the social networks giant.
Amazon.com has capitalized on the drop in Chinese competition in the United States. Shein and Temu who lost the exemption from customs duties enjoyed by small packages.
tech giants convert their gigantic The Seattle firm has also achieved better than expected results. notably thanks to AI tools for consumers, and for companies via AWS, its cloud platform.
But it grows slower than its competitors at Microsoft and Google. Amazon’s forecasts for the current quarter disappointed. Its title lost more than 6% during electronic exchanges after the end of the New York Stock Exchange on Thursday.
Apple’s quarterly results have delighted the market despite the high cost of customs duties and its delay in AI.
The Californian group published a net profit of 23.4 billion dollars (+9%) on Thursday, boosted by iPhone sales.
He has thus largely exceeded forecasts despite an invoice of $ 800 million linked to American surcharge. And the cost of these prices should exceed one billion for the current quarter.
Tech giants convert their gigantic
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