L'indice des "Magnificent Seven" de la tech américaine a chuté de 4,8%, effaçant 797 milliards de dollars de capitalisation, après des résultats décevants de Tesla et Alphabet, soulevant des doutes sur le retour sur investissement de l'IA et aggravé par la hausse du pétrole.
An der Wall Street zeigten sich Anleger vor den Quartalszahlen großer Tech-Konzerne wie Alphabet und Tesla zurückhaltend. Tesla-Aktien fielen nachbörslich. Gleichzeitig trieben geopolitische Spannungen im Nahen Osten und Drohgebärden von US-Präsident Trump den Ölpreis auf ein Sechs-Wochen-Hoch.
Die Wall Street zeigte sich vor den Quartalszahlen der "Magnificent Seven" verhalten. Tesla meldete negativen Cashflow, Alphabet war volatil. Geopolitische Spannungen im Nahen Osten trieben den Ölpreis auf ein Sechs-Wochen-Hoch, während die Fed die Zinsen stabil halten dürfte.
The Motley Fool highlights three high-growth AI stocks: Micron Technology, Sandisk, and Nebius, which are benefiting from the AI infrastructure boom and are expected to see significant future growth. These companies are positioned to capitalize on the increasing demand for memory chips and cloud computing services.
Four of the Magnificent Seven tech stocks reported quarterly results, with Amazon, Alphabet and Microsoft beating expectations thanks to double-digit cloud computing growth driven by AI adoption. Meta missed expectations and saw its stock fall 5% after announcing increased capital expenditures. The companies plan to spend $650bn collectively on AI infrastructure in 2026, while over 92,000 tech workers have been laid off globally this year as AI replaces human labor.
Options traders are pricing in over $800 billion of market cap movement as four Magnificent Seven tech giants—Alphabet, Amazon, Meta, and Microsoft—report earnings Wednesday night. Implied moves are larger than the four-quarter average for three of four names, with Alphabet pricing a 6% move vs. its 1.5% average. Despite bullish options flows across all names, Meta is the exception at 7.3% vs. 9.3% average. Large call purchases include a $731,000 trade in Amazon and nearly $3 million in Microsoft calls.
