2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Tag: MSFT
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
Software hit hard by AI
Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
Reciprocal tariff and forex impact to investors
The Forex fluctuations caused by the reciprocal tariffs initiated by Trump and the impact on countries around the world have caused the U.S. stock market to fall into a bear market. Major large-scale listed companies have experienced a sharp drop in stock prices of more than 20% due to reciprocal tariff and forex.
Magnificent Seven are experiencing a rare dark time
2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
AppLovin, a gaming platform advertiser, top 100 billion market value
In 2020, 49% of AppLovin’s revenue came from businesses using its software, and 51% came from consumers making in-app purchases.