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Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

If you were to strip out Big Tech's investment gains from private AI companies, the earnings story is a lot less bullish.

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cnbc.com

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cnbc.comStai leggendo11 g fa

Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

Microsoft, Amazon, Google booked $53B+ in private investment gains on Anthropic/OpenAI stakes (valuate ~$1T), inflating Q2 earnings 48% vs 29% underlying growth. Mark-to-market reversals at IPO will expose weak core profitability and destabilize mega-cap valuations.

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thenextweb.com13 g fa

Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.

This week the biggest technology companies opened their books and showed investors what their AI spending is actually buying. The market did not react as one. It split down the middle. On one side sat the clear winner.…

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Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.

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Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest.

Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture