Artificial intelligence and fees are the results of technology companies

The profit season in major technology companies starts this year with a little cautious optimism. After indicators were issued by the White House, saying that Donald Trump is possible to alleviate his comprehensive customs plan, the ‘seven big’ shares increased by more than 6% this week. “Alpabett”, the parent company of “Google”, announced its results on Thursday, a step that will determine the pace of a sensitive stage of financial statements that remembers the state of mystery that prevailed during the corona pandemic. ‘Tesla’ was one of the ‘seven major’ companies that announced its results, and although the unique position and actions of its political chief executive made it a permanent exception within this group of companies, the increase in its share offers about 5% after many bad results do not offer many useful indicators for investors who want to export other technology businesses. These companies are less able to withstand the power of economic gravity. Analysts have lowered the expected target prices for the shares of all the other six companies in this group, which are ‘alphabet’, ‘Amazon.com’, ‘Mita platforms’, ‘Apple’, ‘Invidia’ and ‘Microsoft’, as ‘Tahrir’s Day’ was announced on April 2, and the latest disturbance in expectations. Apple has won most of these cuts; Data from “Bloomberg” until Wednesday indicates that the analysts unanimously expect the price of its share to reach 235.95 dollars within $ 12 months, or 7% less than the previous expectations, equivalent to a difference in the market value of 267 billion dollars. Mystery due to customs duties, whether these falling expectations are even or not, it is unlikely to be shown at the end of the current profit season. Although these businesses cannot provide clarity on customs duties, investors will look for a better direction on practical issues, such as creating new data centers to accommodate the growth of artificial intelligence. At the beginning of the year, major technology companies promised capital investments of more than $ 325 billion, in the largest bet on technology that has not yet been established in the history of this sector. Since then, conflicting signs have emerged. Noel Walsh, head of cloud computing operations at Microsoft, wrote on the LinkedIn platform that the company delayed or stopped some projects in its early stages, “relating to data centers. While a memorandum of” Wallis Vargo “has drawn this refuge, adding that” Amazon Web Service “(AWS),” of his discussions on renting a rental house in the context of the participants stopped. “Third -Party -DataSentrums Resources). Some options may cost too much, while others may not meet our capacity needs in time. Sometimes we discover that we need a greater capacity in a specific place, and less in another,” Miller wrote. The profit and artificial intelligence season is expected to seek analysts during the profit calls to gain more clarity. And if they try to save it, every company will try to get an accurate balance: it can’t escalate the costs, nor can it have an edge. This month, the comparison for the cost of artificial intelligence became more complicated because of the uncertainty that customs duties were created in the business of these traditional businesses. Season, on (May 28), she now faces questions about the inability to sell the “H20” chip to China, and whether there are prospective retaliation measures. The most important questions will not be answered this season. Some signals may occur if the managers have participated in some details of their direct discussions with the president and his team, such as Apple CEO Tim Cook calls, or the meeting of Jensen Huang, CEO of “Inventia”, and his memorial photo in “Mar-a-Logo”. However, if investors are looking for decisive guidelines for the future, they must calm their hope. If there is a common denominator that can be withdrawn from “Tesla” to the rest of the group, it is that the prediction of the future under the Trump economic system looks just as it was during the corona pandemic, when the businesses recognized their inability to predict what was coming. Tesla said on Tuesday that he would not offer a 2025 assignment to the results of the next term. Investors should expect the same approach from the rest of the ‘seven big’.