Mega-cap tech stocks like Apple, Microsoft, and Amazon dominate markets with innovation in AI, cloud computing, and more, offering high-growth opportunities while influencing global financial trends and shaping future technologies.
The US stock market was rocked this last week, thanks in part to tariff pressure, economic uncertainties, poor earnings, and weak outlooks.
Good news first — Broadcom stock owners had to have been happy with this week’s earnings report, boosting the stock by 10% as a result of much needed positive news. Broadcom beat first-quarter expectations, putting up $14.92 billion (+25% YOY) in quarterly revenue, with a $1.14 profit per share, up from just $0.28 last year. Even better news, the company’s AI segment recorded a 77% growth year-over-year, boosting hopes for a continued AI trade, temporarily scarred by Marvell’s failure of an earnings report.
As for the bad news, the NASDAQ 100 is down 10% and more than 3% from its high last month, and this week, respectively, alongside the S&P 500. The latter experienced its worst weekly decline since last September, alongside bumping into its 200-day moving average, a technical sign that could suggest further plummets if these drops continue.
Semiconductor stocks continue to plummet, NVIDIA taking a 10% drop this week, with over $1 trillion in market cap evaporated since January. Marvell Technology obviously had a terrible earnings report and subsequent quarterly projection.
Tariffs are fun, with more uncertainty causing further chaos within the market. President Trump delayed the enactment of tariffs, a recommendation given by virtual every major economist, before enacting aggressive options against our North American neighbors (and China), before then delaying them? Before enacting them again? Before giving automakers a break? It’s a mess.
The 10-year US Treasury yield surged 20 points since Tuesday, up 11 points this week, thanks in part to US Services PMI rebounds, a drop in jobless claims, and a not terrible jobs report.
Overall though, it’s a mess.
Mega-cap tech stocks like Apple, Microsoft, and Amazon dominate markets with innovation in AI, cloud computing, and more, offering high-growth opportunities while influencing global financial trends and shaping future technologies.
CoreWeave posted exceptional Q1 2025 results with revenue reaching $981.6 million, up 420% year-over-year. The AI infrastructure provider secured key partnerships with OpenAI and IBM, while maintaining a 62% Adjusted EBITDA margin. The company’s revenue backlog grew to $25.9 billion, bolstered by OpenAI’s $11.2 billion strategic commitment.
E-commerce giant Shopify delivered exceptional Q1 2025 results with revenue up 27% to $2.36B and operating income doubling to $203M, while maintaining strong merchant growth and platform adoption.
The US stock market was rocked this last week, thanks in part to tariff pressure, economic uncertainties, poor earnings, and weak outlooks.
Good news first — Broadcom stock owners had to have been happy with this week’s earnings report, boosting the stock by 10% as a result of much needed positive news. Broadcom beat first-quarter expectations, putting up $14.92 billion (+25% YOY) in quarterly revenue, with a $1.14 profit per share, up from just $0.28 last year. Even better news, the company’s AI segment recorded a 77% growth year-over-year, boosting hopes for a continued AI trade, temporarily scarred by Marvell’s failure of an earnings report.
As for the bad news, the NASDAQ 100 is down 10% and more than 3% from its high last month, and this week, respectively, alongside the S&P 500. The latter experienced its worst weekly decline since last September, alongside bumping into its 200-day moving average, a technical sign that could suggest further plummets if these drops continue.
Semiconductor stocks continue to plummet, NVIDIA taking a 10% drop this week, with over $1 trillion in market cap evaporated since January. Marvell Technology obviously had a terrible earnings report and subsequent quarterly projection.
Tariffs are fun, with more uncertainty causing further chaos within the market. President Trump delayed the enactment of tariffs, a recommendation given by virtual every major economist, before enacting aggressive options against our North American neighbors (and China), before then delaying them? Before enacting them again? Before giving automakers a break? It’s a mess.
The 10-year US Treasury yield surged 20 points since Tuesday, up 11 points this week, thanks in part to US Services PMI rebounds, a drop in jobless claims, and a not terrible jobs report.
Overall though, it’s a mess.
Mega-cap tech stocks like Apple, Microsoft, and Amazon dominate markets with innovation in AI, cloud computing, and more, offering high-growth opportunities while influencing global financial trends and shaping future technologies.
CoreWeave posted exceptional Q1 2025 results with revenue reaching $981.6 million, up 420% year-over-year. The AI infrastructure provider secured key partnerships with OpenAI and IBM, while maintaining a 62% Adjusted EBITDA margin. The company’s revenue backlog grew to $25.9 billion, bolstered by OpenAI’s $11.2 billion strategic commitment.
E-commerce giant Shopify delivered exceptional Q1 2025 results with revenue up 27% to $2.36B and operating income doubling to $203M, while maintaining strong merchant growth and platform adoption.
Buy-now-pay-later leader Sezzle shattered Q1 expectations with revenue surging 123% to $104.9M, as net income quadrupled to $36.2M. The fintech company raised 2025 guidance on strong performance across all metrics.