Nvidia (NVDA) delivered $57.01B in Q3 revenue with Blackwell sales off the charts. Nvidia trades down 0.58% year-to-date.<\/p>\n
Amazon shares dropped 12.11% in one week and Microsoft fell 17.03% in one month despite strong cloud AI growth at both companies.<\/p>\n
Meta reported $59.89B Q4 revenue and aggressive multi-year AI infrastructure CapEx guidance. Meta stock trades flat year-to-date.<\/p>\n
Investors rethink ‘hands off’ investing and decide to start making real money<\/a><\/p>\n Big Tech’s AI narrative dominated market attention this week as five mega-cap companies reinforced their commitment to artificial intelligence infrastructure, though investor reaction has been decidedly mixed. While earnings broadly exceeded expectations, stock performance tells a more complicated story about whether the market believes the AI investment thesis justifies current valuations.<\/p>\n Nvidia (NASDAQ:NVDA<\/a>) leads the AI infrastructure buildout with $4.18 trillion in market capitalization, reporting $57.01 billion in Q3 revenue and $1.30 EPS that beat estimates. CEO Jensen Huang declared Blackwell sales “off the charts,” yet the stock trades down 0.58% year-to-date at $185.41. Technical indicators show RSI at 51.14, suggesting neutral momentum rather than overbought conditions despite the growth narrative.<\/p>\n Amazon (NASDAQ:AMZN<\/a>) and Microsoft (NASDAQ:MSFT<\/a>) are battling for cloud AI dominance. Amazon’s AWS re-accelerated to 20% growth with Trainium2 chips fully subscribed, but shares have fallen 12.11% over the past week to $210.32. Microsoft’s cloud revenue showed significant growth with CEO Satya Nadella noting AI has already become “larger than some of our biggest franchises,” yet the stock dropped 17.03% over one month to $401.14. This pattern of strong AI earnings but weak stock performance echoes what we discussed in today’s Daily Profit newsletter regarding the broader semiconductor sector dynamics.<\/p>\n