TSLATesla
352.56012.920+3.80%89.14M31.21B341.085339.640361.530337.7001.13T979.29B3.21B2.78B+9.93%+9.76%+30.97%+70.91%+101.73%+49.34%+41.89%--3.21%96.5981.997.02%Auto Manufacturers
CRMSalesforce
342.0206.240+1.86%5.65M1.92B338.950335.780342.810335.780326.97B317.79B956.00M929.16M+5.15%+6.23%+17.75%+33.29%+46.08%+52.83%+30.56%0.23%0.61%59.5981.432.09%Software - Application
CSCOCisco
58.5500.990+1.72%14.95M873.89M57.59057.56058.70057.455233.19B233.03B3.98B3.98B+1.90%+0.84%+5.04%+17.08%+25.48%+26.14%+19.67%2.72%0.38%25.1323.052.16%Communication Equipment
ADBEAdobe
512.1507.710+1.53%2.29M1.17B502.500504.440513.370502.500225.45B224.85B440.20M439.04M+1.74%+3.53%+5.88%-10.09%+14.22%-17.30%-14.16%--0.52%43.3743.332.16%Software - Infrastructure
MSFTMicrosoft
417.0004.130+1.00%24.81M10.30B411.365412.870417.400411.0603.10T3.10T7.43B7.42B+0.68%-1.11%-2.41%+1.14%+0.61%+10.97%+11.72%0.72%0.33%34.4335.341.54%Software - Infrastructure
QCOMQualcomm
156.7901.330+0.86%5.71M888.82M154.790155.460156.880153.730174.19B174.19B1.11B1.11B-2.31%-8.26%-7.92%-7.01%-22.88%+24.86%+9.97%2.10%0.51%17.4817.482.03%Semiconductors
DISDisney
115.6500.930+0.81%10.10M1.17B113.850114.720116.340113.600209.44B209.15B1.81B1.81B+0.50%+16.79%+21.70%+28.77%+12.44%+22.48%+28.68%0.65%0.56%42.5242.522.39%Entertainment
AMDAdvanced Micro Devices
138.3500.860+0.63%21.78M3.01B137.350137.490139.130137.040224.52B221.83B1.62B1.60B+2.56%-6.49%-11.44%-4.91%-13.53%+12.80%-6.15%--1.36%122.43261.041.52%Semiconductors
AAPLApple
229.8701.350+0.59%38.17M8.77B228.060228.520230.720228.0603.47T3.47T15.12B15.09B+2.16%+1.28%-0.56%+0.14%+18.54%+21.71%+19.98%0.43%0.25%37.8137.811.16%Consumer Electronics
INTCIntel
24.5000.060+0.25%36.78M900.44M24.35024.44024.68024.140105.67B104.60B4.31B4.27B+0.62%-6.49%+8.02%+21.71%-17.90%-43.67%-50.59%2.04%0.86%Loss61.252.21%Semiconductors
AVGOBroadcom
164.2300.290+0.18%17.33M2.84B164.300163.940164.909162.400767.05B756.39B4.67B4.61B-0.37%-10.57%-5.07%+5.00%+24.21%+75.50%+48.72%1.24%0.38%141.8249.801.53%Semiconductors
ASMLASML Holding
672.8800.720+0.11%1.28M856.12M667.800672.160674.800666.217264.73B264.60B393.42M393.24M+2.16%+0.51%-5.23%-24.02%-28.93%-1.47%-10.39%1.03%0.32%36.5432.301.28%Semiconductor Equipment & Materials
NFLXNetflix
897.7900.310+0.03%3.21M2.89B896.000897.480906.000893.000383.77B381.08B427.46M424.47M+8.96%+12.92%+18.96%+29.65%+42.14%+87.36%+84.40%--0.76%50.7574.631.45%Entertainment
ORCLOracle
192.290-0.140-0.07%6.88M1.32B193.000192.430194.200191.060532.85B310.94B2.77B1.62B+4.65%+1.61%+10.82%+38.23%+60.96%+67.12%+84.62%0.83%0.43%49.5651.831.63%Software - Infrastructure
MUMicron Technology
102.640-0.120-0.12%12.06M1.24B102.360102.760103.710101.650113.80B111.57B1.11B1.09B+6.54%-8.28%-4.88%+7.53%-18.81%+33.04%+20.66%0.45%1.11%146.63146.632.01%Semiconductors
TSMTaiwan Semiconductor
190.080-1.160-0.61%8.84M1.69B192.950191.240193.000189.430985.87B888.06B5.19B4.67B+2.19%-5.53%-6.57%+12.79%+25.52%+98.61%+84.76%1.15%0.19%30.5737.711.87%Semiconductors
AMZNAmazon
197.120-1.260-0.64%31.53M6.23B198.250198.380199.260196.7502.07T1.85T10.52B9.38B-2.71%-5.31%+4.95%+14.52%+9.91%+33.43%+29.74%--0.34%42.1267.971.27%Internet Retail
METAMeta Platforms
559.140-3.950-0.70%9.16M5.12B563.550563.090563.827554.5901.41T1.22T2.52B2.18B+0.91%-5.12%-2.46%+8.00%+17.45%+67.56%+58.45%0.27%0.42%26.3937.601.64%Internet Content & Information
GOOGAlphabet-C
166.570-2.670-1.58%24.50M4.09B167.160169.240168.265165.7102.04T1.82T12.24B10.94B-4.21%-7.39%-0.25%+2.07%-4.65%+20.96%+18.48%0.24%0.22%22.0928.721.51%Internet Content & Information
GOOGLAlphabet-A
164.760-2.870-1.71%38.60M6.38B165.850167.630166.460163.9002.02T1.80T12.24B10.94B-4.48%-7.62%-0.31%+1.98%-4.96%+21.08%+18.24%0.24%0.35%21.8528.411.53%Internet Content & Information
BABAAlibaba
83.130-2.450-2.86%25.00M2.08B83.60085.58083.68082.635198.66B174.48B2.39B2.10B-6.16%-11.74%-14.67%+2.60%+8.27%+11.03%+9.58%2.46%1.19%17.1119.261.22%Internet Retail
NVDANVIDIA
141.950-4.720-3.22%236.41M33.78B145.930146.670147.160141.1003.48T3.34T24.49B23.50B-0.02%-3.85%+0.29%+20.73%+21.94%+194.36%+186.73%0.02%1.01%56.04118.994.13%Semiconductors
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GoldenApe : didn't large caps went down after earnings because they projected larger cap ex, in the future, because of ai?
Derpy Trades OP GoldenApe : It's been a major concern. Their responses have collectively been "it's a bigger risk NOT to invest as much as possible in AI." Basically, they're stuck in this loop of building out an AI infrastructure, even though it has not proven to be profitable yet, and no one wants to be the first to admit this. The first to admit AI is not, or at least will not be profitable for many years, will be the one who pops the bubble. My guess is it will be NVIDIA's first bad earnings report that will send up the red flag for the whole house of cards.