#Aİ In the past three years, the "Seven Giants" of the crypto world—Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla—have been driving the U.S. stock market to soar, with AI narratives pushing valuations to the ceiling.
As a result, by the end of 2025, the tide turned sharply, and Wall Street began to awaken: these big companies have poured hundreds of billions into AI, burning money like water, but what’s the return? When will we see it? The year of the monkey?
After the Seven Giants Index hit a new high on October 29, it directly entered a death spiral, with five companies' stock prices already flatlining, significantly underperforming the S&P 500. Only Alphabet and Amazon are barely holding on, with growth hovering around 20%. As for the others? They were directly educated by the market.
Wells Fargo Chief Investment Officer Darrell Cronk stated bluntly: "Tech stocks are now a brutal game of 'performance speaks for itself.' If the big companies can continue to deliver impressive earnings reports, funds will definitely come back to chase the hype; otherwise? Hehe, let’s call it a day."
The main event is coming next week: Microsoft, Apple, Tesla, and Meta will successively report earnings. From cloud services and iPhone sales to software subscriptions and advertising revenue, a comprehensive check-up on the value of the AI + tech track. $WLD
