Market Musings 7/24/2025
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Will Google’s #AI bet pay off?
Google’s doubling down on #AI.
It just boosted its #AI CapEx to $85B up from $75B earlier this year. It was already raised to $53B in 2024 from just $32B the year before in 2023.
Shares initially dipped at first in afterhours on the higher spending, but investors eventually came around.
Why? We’re finally seeing early signs of monetization: #AI features driving Search growth, strength in Google Cloud and #AI agents starting to scale.
This sets the tone for more #BigTech earnings next week. Microsoft, Meta, and Amazon are all on deck and under pressure to prove they’re keeping pace.
The big question: Will #AI spend keep climbing? And more importantly, is it starting to pay off?
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Original Photo by Pixabay.