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[@vaneck_au](/creator/twitter/vaneck_au)
"". drive strong momentum across every aspect of the business with a capex boost of approximately $XX billion expected in 2025. Alphabets results indicate that AI remains a major revenue driver for the Magnificent X. While Nvidia (NVDA) will not be reporting its next"  
![@vaneck_au Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::820955532.png) [@vaneck_au](/creator/x/vaneck_au) on [X](/post/tweet/1948197865748324370) 2025-07-24 01:45:41 UTC 1588 followers, XX engagements


"Following the release of Alphabet and Teslas earnings overnight Senior Portfolio Manager Cameron McCormack made the following comments: Google parent company Alphabet (GOOG) has beaten estimates reporting a XX% increase in quarterly revenue overnight with GOOG"  
![@vaneck_au Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::820955532.png) [@vaneck_au](/creator/x/vaneck_au) on [X](/post/tweet/1948197535790837885) 2025-07-24 01:44:22 UTC 1588 followers, XXX engagements


"". difficult to justify an underweight position despite elevated valuations. Selectivity within the sector remains key. Tesla (TSLA) who also reported overnight missed expectations and is down XXXX% in after-hours trading. This suggesting TSLAs competitive edge in EV"  
![@vaneck_au Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::820955532.png) [@vaneck_au](/creator/x/vaneck_au) on [X](/post/tweet/1948198223379939596) 2025-07-24 01:47:06 UTC 1588 followers, XX engagements


"". date. Nvidia's market cap now surpasses US$4 trillion exceeding the market cap of the Australian Securities Exchange (US$2.1 trillion) and the Deutsche Borse (German stock market; US$2.4 trillion). With US mega caps consistently reporting strong EPS growth it's"  
![@vaneck_au Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::820955532.png) [@vaneck_au](/creator/x/vaneck_au) on [X](/post/tweet/1948198162990317767) 2025-07-24 01:46:52 UTC 1588 followers, XX engagements


"". up XXXX% in after-hours trading. This has been led by a XX per cent surge in cloud-related revenue with beats across cloud search and subscriptions/platform/devices. CEO Sundar Pichai was bullish on the companys AI leadership reinforcing that this would continue to"  
![@vaneck_au Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::820955532.png) [@vaneck_au](/creator/x/vaneck_au) on [X](/post/tweet/1948197672491597955) 2025-07-24 01:44:55 UTC 1588 followers, XX engagements