$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$
The recent Mag 7 earnings have turned the tech sector into a battleground, with high expectations clashing against capital expenditure realities, raising concerns about the AI tax on balance sheets。。。
Microsoft (MSFT) plunged -12%, sparking debates on whether the crash is an overreaction and $400 is a good "dip-buy" level for long-term entry, with some fearing deeper, unresolved issues
Meta Platforms (META) surged +10%, leading the market to assess if it is still worth chasing; Apple (AAPL) remains calm on rising memory costs, despite inflation being "not a concern", its stock barely moved, raising concerns on market saturation; Tesla Motors (TSLA) shifted focus to AI and robotics, leaving investors to weigh if its long-term narrative will deliver in 2026 or slip further
As mixed signals persist in tech, the coming weeks will be critical to see if prices sustain; volatility is expected to remain high as the market gauges which companies can turn AI spending into long-term growth
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