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Strong AI Earnings Reinforce Global Tech Outlook
Strong AI-driven earnings from Nvidia and Alphabet supported global markets, reinforcing confidence in tech-led growth expectations.
Global equity markets found support from robust technology earnings, led by Nvidia’s 65% profit jump to $31.9 billion, easing concerns of an AI-led valuation bubble. Alphabet reported a 317% year on year surge in cloud revenue, prompting a higher 2025 capital expenditure target of $85 billion focused on AI infrastructure. Analysts expect S&P 500 earnings growth of 6.4% for the current quarter and 9.6% for full year 2025, underlining steady corporate momentum amid macro uncertainty.