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![d_pavlos Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::728291846.png) Pavlos D ✈️ [@d_pavlos](/creator/twitter/d_pavlos) on x 17K followers
Created: 2025-07-24 22:28:20 UTC

$GOOGL ▲ 1.65%: Raised 2024 capex guidance to ~$85B, doubling down on AI infrastructure. Cloud revenue and profitability soared, fueling confidence in the AI buildout across the tech ecosystem.

$TSLA ▼ 8.25%: Missed on revenue and free cash flow. CEO Elon Musk warned of “prolonged softness” into mid-2026, resetting growth expectations.

$NOW ▲ 4.1%: Delivered strong revenue and EPS growth, with AI products driving momentum and guidance hikes.

$IBM ▼ 8.37%: Missed software revenue estimates, underlining an execution gap compared to more agile AI peers.

$CMG ▼ 13.74%: Lowered same-store sales outlook for a second quarter, reflecting wider consumer spending caution.

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XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948510590344859691/c:line.svg)

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[Post Link](https://x.com/d_pavlos/status/1948510590344859691)