With the last quarter of 2025 in full swing, the world, as we have known it since February, has not changed; it keeps evolving. Therefore, it is a gnarly undertaking to accurately read or predict it. All investors and market players can do is react to headlines but amid the current imbroglio, what seemed a reasonable call one day might have to be revised, re-evaluated and amended the other.
The cost of the AI buildout for Meta, the necessity to raise capital from a bond issue, and the amazing $35 billion Microsoft capex for the first quarter caused fleeting concern within the effervescent tech community. Whenever there seems a pause for thought surrounding AI, negative navel gazing is always interrupted by a bullish intervention which this time came from the results of Apple and Amazon after the bell.
Ebullient stock investors saw no reason to scale back their optimism or deviate from their ‘close-your-eyes-and-buy’ approach for the better part of yesterday. The macroeconomic backdrop has seemingly become increasingly encouraging as the US President, sweeping through the Far East, leaves trade deals with regional powers in his wake.
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