🌟🌟🌟AI has become the ultimate performance filter. Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating.
Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race. With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat. Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27.
In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains. Delays in rolling out AI features have left investors worried.
The once mighty Magnificent 7 are carving divergent paths. Markets are rewarding real AI profits, not just capex promises.
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