Leading tech companies such as Amazon, Microsoft, Alphabet, and Meta Platforms intend to invest hundreds of billions of dollars in capital expenses (capex) in the year 2025 to fuel their artificial intelligence (AI) aspirations, and it seems this investment trend is likely to continue for some time.
Over an extended period, certain bubbles are more apparent to identify compared to others as they tend to recur in the financial world of Wall Street.
Currently, it appears that tech giants such as Alphabet, Meta Platforms, and Apple might be falling behind in the AI competition. Although Nvidia (NVDA) has excelled up to this point, there’s no certainty that their success will persist.
In the second quarter of this year, AT&T reported a total revenue of $30.8 billion, marking a 3.5% increase compared to the same period last year. The growth in GAAP net income was more significant, with the telecom giant earning $4.5 billion in net income compared to $3.5 billion during the same quarter last year. Additionally, their non-GAAP per-share net income increased from $0.51 per share in Q2 of 2024 to $0.54 per share this year.
The company is responsible for creating sophisticated lithography machines, which chip manufacturers like Nvidia (NVDA) and Broadcom (AVGO) utilize to fabricate their chips. ASML’s extreme ultraviolet (EUV) systems offer a record-breaking number of transistors per silicon wafer, boosting precision and reducing manufacturing expenses. These machines serve as the driving force behind the artificial intelligence (AI) evolution.
Today, Dogecoin is experiencing a downturn due to investor responses to certain legislative updates and cashing out following the substantial bullish surge in the crypto market over the past few months. Despite some recent dips in trading, the meme coin’s value has increased by approximately 26.5% within the last week and an impressive 51% over the last three months.
Is the size of this 7,665-share sale similar to the typical trade size that Cannon-Brookes has made in the past? Indeed, it aligns with the median trade size (approximately 7,948 shares) observed from his trades between September 18, 2024, and July 15, 2025, suggesting he’s sticking to his established pattern of selling.
In the second quarter, ServiceNow surpassed analyst predictions significantly, reporting a 22.5% increase in revenue and a 31% rise in adjusted earnings per share. Moreover, their Remaining Performance Obligations (RPO), which indicates future income from existing customer contracts, experienced a substantial jump of 29%, reaching an impressive $23.9 billion.
In contrast to cloud computing giants like Microsoft, Amazon, and Alphabet who’ve gained significantly from new AI services, two other software companies have become popular choices among stock market investors. This popularity is largely due to their wide range of applications they offer, providing investors with a more comprehensive investment opportunity compared to the specialized businesses provided by major tech firms.
Over the last few trading days, stocks for the digital home-renovation platform have soared, following numerous discussions on Reddit and other platforms suggesting that the company might make a comeback and potentially multiply its value by 100 times, similar to Carvana’s growth trajectory.