๐ ๐๐ ๐๐๐ฌ๐๐ฌ ๐๐ง๐ ๐๐๐ซ๐ค๐๐ญ๐ฌ ๐๐๐๐จ๐๐ฎ๐ฌ ๐จ๐ง ๐๐ ๐๐ฉ๐๐ง๐๐ข๐ง๐
The past 48 hours brought a storm of market-moving headlines and they all point toward one central theme: AI-driven CapEx expansion.
Despite a short-term drop in $META (Meta Platforms Inc) shares down 9% after a one-time 15.9B USD tax charge fundamentals remain strong. Revenue jumped 26% YoY, and daily active users hit 3.54B, showing solid engagement across its ecosystem. The marketโs overreaction hides what really matters: Meta is investing aggressively in computing infrastructure to scale AI, with capex now guided up to 70โ72B USD.
$MSFT (Microsoft) also saw near-term pressure after reporting a 3.1B USD accounting hit tied to its OpenAI investment. But underneath, Azure grew 40%, and management confirmed over 250B USD in new AI-related cloud contracts. Their AI foundation remains unmatched.
Meanwhile, Trumpโs meeting with Xi delivered a surprise boost to global sentiment. A one-year rare earths deal and tariff reductions eased tensions and sent Chinaโs rare earth index higher positive news for tech supply chains and U.S. semiconductor players like Nvidia ,which just became the first 5 trillion USD company.
The Fedโs 25 bps rate cut to 3.75โ4% further supports liquidity, but Powell signaled caution ahead.
Still, lower yields + rising AI capex = supportive environment for growth equities.
๐๐ก๐ ๐ค๐๐ฒ ๐๐ซ๐ข๐ฏ๐๐ซ ๐ง๐จ๐ฐ:
Capital expenditure in AI. Alphabet, Meta, and Microsoft all boosted 2025โ2026 spending plans signaling that the AI buildout is only accelerating. The short-term volatility weโre seeing is the cost of long-term innovation.... Show More
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Mon Dec 08 2025 16:14:44 GMT+0000 (Coordinated Universal Time)
