Meta also experienced a flambé of the course on Wednesday thanks to quarterly benefits (at 18.4 billion) strongly growing. Its boss Mark Zuckerberg allocated these performances to the integration of AI into the tools for recommending user content and choice of advertising locations for advertisers, in particular. Like Google, Facebook and other Instagram clearly benefit from online advertising.
Mark Zuckerberg wants to create a stronger AI than humans
Nice increase also for Microsoft during the Thursday session. Its stock market enhancement is currently exceeding $ 4,000 billion. It is the second company to cross this symbolic threshold after the leader of the ia NVIDIA fleas. “”There are moments that will remain engraved in the history of the markets for a long time … and the evening of Thursday is undoubtedly part, with the spectacular results published by Microsoft and Meta “, wrote Dan Ives, analyst at Wedbush Securities.
For the first time in its history, the company co -founded by Bill Gates has crossed the symbolic threshold of $ 100 billion in net profit in accounting exercise.
Questions for Amazon
The American online commerce giant Amazon announced on Thursday a net profit of 18.2 billion in the second quarter, a leap of 35 % over a year, which the group notably allocated to its AI tools for consumers and businesses.
Among the MAG7, Amazon is however less well positioned given its dependence on customs surcharge imposed by Donald Trump.
It is difficult to know at what level the surcharges will be fixed, especially in China, and, if the costs increase, which will absorb them. “
As in the first quarter, Director General Andy Jassy, however, wanted to be reassuring by explaining to analysts that Amazon had not observed any slowdown in demand or price increase on his platform for the moment, despite the trade wars launched by the United States. But “We do not know what will happen in the future “he nuanced. “”It is difficult to know at what level the surcharges will be fixed, especially in China, and, if the costs increase, which will absorb them.“
Amazon: the reasons for growth that remains impressive given the size of the group
Investment in AI
A common point for all these companies lies in their expenses in artificial intelligence. These “Go well, but the income too. We see that the impact of these investments is positive“, Comments Frank Vranken, chief economist for private banking Edmond de Rothschild (Europe).
“The amounts invested linked to the AI, especially in data centers, are between 60 and 100 billion per business. They are gigantic compared to the income generated. At Meta, they have gone from 15 % to 40 % of the balance sheet. This will probably reduce operational margins“, Warns for his part Christophe Pirson. Which also recalls that the figures published in recent days are only about three months.”This is only quarterly results. The analysis is more nuanced if we take into account the forecasts“He believes.
