AI technologies and datacenter buildouts

Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.

Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.

Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.

Shopify

Shopify Inc. Class A Subordinate Voting is under Algo Engine buy conditions.

The Q4 2024 results showed revenue growth of 31% year-over-year to $2.81 billion, which beat consensus. The company reported a net income of $1.29 billion compared to $657 million a year ago, and adjusted net income was $458 million compared to $337 million a year ago.

P/E of 92x makes this an expensive growth stock.

US Earnings

Monday, February 10 – McDonald’s, Vertex Pharmaceuticals, Arch Capital Group, ORIX, and ON Semiconductor.

Tuesday, February 11 – Coca-Cola, S&P Global, Shopify, Gilead Sciences, and BP.

Wednesday, February 12 – Cisco Systems, AppLovin, Equinix, CME Group, CVS Health, and Williams.

Thursday, February 13 – Unilever, Applied Materials, Sony, Deere, and Coinbase Global.

Friday, February 14 – NatWest, Ameren, and Moderna.

US Earnings

Monday, February 3 – Palantir Technologies, NXP Semiconductors, IDEXX Laboratories, Tyson Foods, and Clorox.

Tuesday, February 4 – Alphabet, Merck, PepsiCo, Advanced Micro Devices, and Amgen.

Wednesday, February 5 – Novo Nordisk, Walt Disney, Qualcomm, Arm Holdings, and Uber Technologies.

Thursday, February 6 – Eli Lilly, Linde, Honeywell International, ConocoPhillips, Neurocrine Biosciences, and Bristol-Myers Squibb.

February 7 – Fortive, Cboe Global Markets, Banco Bradesco, and Kimco Realty.

Apple Inc: Q1 Earnings

Apple Inc. – Common is under Algo Engine sell conditions.

Q1 2025 earnings: $124.3 billion in total revenue, YoY a 3.95% increase. Products increased by 1.56% YoY to $97.96 billion, while services grew by 13.94% YoY to $26.34 billion.

Apple increased its gross profit by 6.23% YoY to $58.28 billion. On the bottom line, AAPL generated $36.33 billion of net income, a YoY increase of 7.12%, and EPS increased by 13.73% or $2.41 per share.