In the City: London May Be Coming for Wall Street
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Business Insider
an hour ago
- Business Insider
Big Tech's colossal capex spending could be offsetting the impact of tariffs
President Donald Trump's tariffs continue to cast uncertainty over financial markets. Meanwhile, many leading tech companies have reported strong earnings and spending growth. Some experts speculate that this could help offset the impact of the tariffs. Each round has complicated the economic landscape and raised uncertainty, especially as some companies struggle under the weight of these policies. However, many leading tech companies have made it clear that they don't intend to scale back their spending. Amazon, Apple, Google, Microsoft, and Meta Platforms all increased their capex guidance for 2025. As one expert sees it, this could be exactly what helps offset the impact of Trump's tariffs. "These mega-cap tech companies haven't just powered the S&P 500's rebound and pushed the NASDAQ to new highs since the post-Liberation Day lows," wrote Larry Adam, CIO of Raymond James, in a note on Wednesday. "They've also helped offset the drag from tariffs and tight Fed policy through massive capital spending." Adam isn't the only one who sees this as a distinct possibility. Eugenia Mykuliak, founder and executive director of B2Prime, highlighted the importance of Big Tech's spending spree for the broader economy. "Although it seems to be a different story from tariffs, these companies help the economy by creating jobs and keeping stock markets strong," she said. She credited the tech sector's growth with helping soften the blows dealt to the market by Trump's ongoing tariffs and the Federal Reserve's ongoing refusal to cut interest rates. Kroll managing director Carla Nunes also predicts that the high AI and data center spending from mega-cap tech leaders will likely mitigate the effects of tariffs. However, she also noted that she doesn't believe it will offset the impact of other economic trends. "The impacts of tariffs on real economic activity will take some time to be fully reflected in economic data, so the longer-term impact needs to be interpreted with caution," Nunes stated.
Business Insider
2 hours ago
- Business Insider
Big Tech's colossal capex spending could be offsetting the impact of tariffs
President Donald Trump's tariffs continue to cast uncertainty over financial markets. Meanwhile, many leading tech companies have reported strong earnings and spending growth. Some experts speculate that this could help offset the impact of the tariffs. President Donald Trump's newest round of tariffs has taken effect as trade tensions continue to escalate. Each round has complicated the economic landscape and raised uncertainty, especially as some companies struggle under the weight of these policies. However, many leading tech companies have made it clear that they don't intend to scale back their spending. Amazon, Apple, Google, Microsoft, and Meta Platforms all increased their capex guidance for 2025. As one expert sees it, this could be exactly what helps offset the impact of Trump's tariffs. "These mega-cap tech companies haven't just powered the S&P 500's rebound and pushed the NASDAQ to new highs since the post-Liberation Day lows," wrote Larry Adam, CIO of Raymond James, in a note on Wednesday. "They've also helped offset the drag from tariffs and tight Fed policy through massive capital spending." Adam isn't the only one who sees this as a distinct possibility. Eugenia Mykuliak, founder and executive director of B2Prime, highlighted the importance of Big Tech's spending spree for the broader economy. "Although it seems to be a different story from tariffs, these companies help the economy by creating jobs and keeping stock markets strong," she said. She credited the tech sector's growth with helping soften the blows dealt to the market by Trump's ongoing tariffs and the Federal Reserve's ongoing refusal to cut interest rates. Kroll managing director Carla Nunes also predicts that the high AI and data center spending from mega-cap tech leaders will likely mitigate the effects of tariffs. However, she also noted that she doesn't believe it will offset the impact of other economic trends. "The impacts of tariffs on real economic activity will take some time to be fully reflected in economic data, so the longer-term impact needs to be interpreted with caution," Nunes stated.
Skift
2 hours ago
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Online Travel Agency Chartbook 2025
This chartbook offers a snapshot of the evolving online travel landscape, with an analysis of the top 10 largest publicly traded online travel agencies. Report Overview This chartbook provides an analysis of the 10 largest publicly traded online travel agencies (or OTAs), considering market sizing, financial performance, and strategic developments of each company. It serves as both a benchmarking tool and strategic resource for understanding the dynamics of the online travel landscape. The OTA sector continues to recalibrate in the post-pandemic landscape, with clear strategic shifts taking shape across the industry. Many platforms are expanding beyond their core accommodation offerings, while others are exiting unprofitable verticals to refocus on high-margin or fast-growing niches. Emerging growth levers include subscription models, mobile-first platforms, social marketing and B2B partnerships — all aimed at deepening customer loyalty and diversifying revenue streams. The competitive landscape continues to remain fluid, with regional leaders (e.g. and MakeMyTrip) increasingly challenging global incumbents such as Booking Holdings.
