Magnificent 7 Earnings Hinge On AI Payoff: Analyst Flags Top Risks
1. Tech giants face challenges with tough comps and FX headwinds. 2. AI capital expenditures are projected to increase significantly through 2025. 3. Amazon, Google, and Meta expect margin expansions despite higher capex. 4. Investor focus is on AI investments delivering substantial returns. 5. Strong earnings expected, but long-term outlook remains a concern.