Market Musings 7/31/2025
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Weak market, but #AI stays strong…
Markets are getting cautious… but #AI’s still heating up. We just wrapped another round of #BigTech earnings and #AI continues to be the headline.
Last week, Google beat expectations showing early signs of #AI monetization and bumped its CapEx by $10B.
This week? The rest of #BigTech reported.
First, Meta on Wednesday.
They highlighted their #AI-powered ad tools, which are boosting conversions, volume and pricing.
They’re also planning to keep ramping up #AI infrastructure with CapEx now expected to hit around $105B next year.
Also on Wednesday, Microsoft.
Azure Cloud surged 39% thanks to demand for #AI services. Meanwhile, Bing is seeing real growth now with #AI search integration. That was unthinkable pre-#AI.
Markets jumped early in the day on the results — but later cooled off on new tariff and rate worries. Still, Meta and Microsoft held up.
Then, Amazon on Thursday.
Their results were a bit more mixed. AWS Cloud grew 18%, but that trailed Microsoft and Google and the heavy #AI investment is squeezing margins.
Amazon shares dropped in after-hours trading and looked set to end the week lower.
Overall, markets feel frothy at these levels… but investors are still rewarding #AI progress.
The big question until next quarter: can these companies keep the #AI momentum going?
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Original Photo by Pixabay.