Market Musings 7/21/2025
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Markets keep rallying, but this week is all about earnings…
Markets have kept rallying ignoring #Tariffs set to start in August and louder attacks on Fed Chair Powell for delayed #RateCuts.
So, what are investors focused on? This week it’s all about earnings… especially #BigTech.
First up: Google.
Ad revenue could signal how the economy’s holding up, but the spotlight will be on #AI.
They already have $75B earmarked for #AI CapEx spending this year and that’ll likely be unchanged.
However, the question is: is it paying off?
We’ve seen Google raise Workspace prices for additional #AI features, but is it enough to justify the spend?
Investors have been skeptical, but will be evaluating the value add, user adoption, and sales growth.
This’ll set the tone as well for other #BigTech hyperscalers including Microsoft, Meta, Apple, and Amazon－all reporting next week.
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