Top seven tech firms' earnings put AI divide in sharp focus
tech
titans will have reported earnings, with only
Nvidia
keeping its powder dry until August.
parent
Alphabet
and
Tesla
have already shown their cards.
Next up: Microsoft, Meta, Amazon and Apple. Together, they account for a combined market value of over $11 trillion (€9.4 trillion) and a disproportionate share of investor attention.
Yet, the group no longer moves as one. Tesla and Apple have suffered double-digit declines in 2025. Alphabet and Amazon have flatlined. Nvidia, Meta and Microsoft, meanwhile, are each up 20 per cent or more.
READ MORE
The
AI
boom remains the dominant story. Meta, Microsoft and Amazon are racing to expand capacity after bumping against infrastructure limits. Apple, by contrast, has yet to convince anyone it's in the race.
Tariffs, cloud margins, and retail resilience will all feature. For tech's biggest names, however, AI is the dividing line between leading and lagging.
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Irish Daily Mirror
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