Sáu công ty công nghệ lớn của Mỹ thay đổi vốn hóa thị trường 2 nghìn tỷ USD trong tuần này, do lợi nhuận từ đầu tư AI thúc đẩy sự phân hóa

The Huoxing Finance report states that on August 2, the combined market value changes of six U.S. tech giants that have released their earnings this week approached $2 trillion, as investors are selecting winners based on cloud business growth and returns on AI capital expenditures. The combined market value of Alphabet, Amazon, and Microsoft increased by nearly $1.5 trillion, with Microsoft adding over $600 billion, and both Amazon and Alphabet each adding over $400 billion. Meanwhile, Apple’s market value declined by over $350 billion, Meta decreased by approximately $85 billion, and Tesla dropped by about $7 billion. Although Apple exceeded expectations in revenue, profitability, and iPhone sales, it forecasted revenue growth of 9% to 11% for the quarter, below the analyst expectation of 12%, and stated that shortages of storage chips and competition for wafer capacity will continue to constrain supply; its stock closed down over 7% on Friday. Amazon’s Q2 AWS revenue grew 37% year-over-year, marking its fastest growth since 2021, driving its stock up over 15% on Friday. The company also raised its 2026 capital expenditure forecast from $200 billion to $220 billion. Microsoft rose 15% on Thursday, while Meta fell 8%, indicating a clear market divergence in assessments of the two companies’ AI investment returns. Jefferies noted that tech giants’ AI spending over the next 12 months is approaching $800 billion. The current market debate is no longer whether AI has real demand, but whether long-term profits can sustain such massive investments.