How the U.S. Economy Has Defied Doomsday Predictions on Tariffs
Inflation is lower than expected after President Trump’s steep levies By Konrad Putzier [Wall Street Journal] Nov. 2, 2025 9:00 pm ET When President Trump announced sweeping tariffs in April, economists predicted surging inflation and raised the odds of a recession. Companies and consumers stockpiled to get ahead of price rises. Those worries now seem overblown. Inflation, while too high, […]
Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Amazon’s Cloud Acceleration Calms Investor Fears of AI Bubble
Summary by Bloomberg AI Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. Amazon’s shares jumped 12% to $249.42 as the markets opened in New York on Friday, after the company posted robust cloud growth that reassured investors about its artificial […]
Former Azure Lead on Microsoft Earnings
Silicon Valley Capital Partners October 30, 2025 The below link in an interview by Bloomberg with Sheila Gulati, the Founder and Managing Director of Tola Capital, an enterprise software and AI-focused venture firm. Prior to founding Tola in 2010, she spent over a decade at Microsoft Corporation, where she led enterprise IT strategy and was […]
Microsoft’s spending plans sent the stock lower. Here’s how analysts reacted
By Lisa Kailani Han October 30, 2025 Microsoft’s big spending plans are pressuring the stock, but analysts remain bullish on the tech giant. Shares were down around 2% after CFO Amy Hood said capital expenditures for fiscal 2026 would be above that of the previous year, as the company ramps up artificial intelligence investments. For the […]
AI Spending Is Helping Prop Up the Economy. Now It’s Getting Stronger.
By Gerrit De Vynck and Naomi Nix 10/30/2025 09:46:05 [WPT] Google, Meta and Microsoft will invest billions more on infrastructure, including data centers, expanding a boom that is driving U.S. economic growth. (Washington Post) — SAN FRANCISCO — Google and other large tech firms have taken an outsize role in the U.S. economy this year, becoming […]
Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge
Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge Summary by Bloomberg AI The largest technology companies, including Alphabet Inc., Meta Platforms Inc. and Microsoft Corp., spent $78 billion in capital expenditures last quarter, up 89% from a year earlier, with most of the cash going to data center construction and equipment. Meta shares slid […]
Earnings Calls Show AI Boom Keeps Growing
Oct 30, 2025 The AI boom is far from over. It’s getting bigger. The demands for power and cooling will keep growing. Caterpillar rose the most in 16 years on Wednesday because of demand for power-generation equipment for AI data centers. The message from Wednesday’s Microsoft and Alphabet calls is that they’re not investing in […]
Nvidia Unveils System to Link Quantum Computers to Its AI Chips
Summary by Bloomberg AI Nvidia Corp. unveiled a new system to connect quantum computers with the company’s artificial intelligence chips. Nvidia’s new offering, known as NVQLink, will help pave the way for a new generation of super computers and reduce the error rate in qubits. Nvidia has enlisted 17 quantum computing companies as partners capable […]
Nvidia CEO Rebuts Fears of AI Bubble as He Lines Up Partners
By Ian King, Maggie Eastland and Ed Ludlow 10/28/2025 Summary by Bloomberg AI Nvidia Corp. Chief Executive Officer Jensen Huang announced new partnerships and dismissed concerns about an AI bubble, saying the company’s latest chips are on track to generate half a trillion dollars in revenue. The chipmaker is teaming up with companies such as Uber Technologies Inc., Palantir […]