2025 Big Tech moves to a rough start. Amazon (AMZN,, Google (Goog,, Googl), i Microsoft (Msft) missed expectations on Wall Street on a cloud revenue in their latest neighborhoods; Apple (Aapl) fell for the sale of the iPhone; and Tesla (Tsla) disappointed on the upper and lower lines.
And this refers to the companies’ prices. Google and Microsoft are reduced by 1.9%, or 3.1%to the present, while Tesla is excluded almost 12%. Apple sections have reduced over 2.3%. Amazon has increased by 4.2% in the same period, but has been 3% since Friday since he reported on earnings on February 7th.
But one company succeeds: Target (Target).
Social media gigantic shares have increased by 25% from the beginning of the year and from Friday at Wall Street, 20 Sesian victories are driving. Why is the target so good when other hypersales fall?
It is certainly not because the rivals bound money in AI investments. Of course, Amazon said he was planning capital expenditures north of $ 100 billion in 2025, and Google and Microsoft will throw out $ 75 billion and $ 80 billion. But the target also plans to spray huge sums of technology, saying that this year it will pour between $ 60 billion and $ 65 billion into capital expenditures.
It’s easier than that. While its large technological rivals spend on attracting outside customers, the target consumption will trigger their own growth.
“I think the target may actually be the most docile company of our time at the moment, and I think it is because they are a top zero customer,” explained Futurum Group CEO Daniel Newman. “Nothing they do as a hyperscaler is not just for the sake of reselling to others.”
Part of the reasons why the Meta AI investment is paid on Wall Street is that consumption directly uses the sale of the company’s advertisement and the time that users spend on their platforms.
“They used [their AI investments] Mostly they start their business where … other companies try to be a little more of all things for all people, “explained Zeus Kerravala, founder and chief analyst of ZK Research.
The advantage of the target approach is clear in its early results. According to Director Mark Zuckerberg, artificial intelligence affects almost the entire work of the company.
“Improving our recommendations for Feed and Video -aim of AI has brought up until an increase in Facebook spent and an increase in 6% on Instagram only this year,” Zuckerberg explained during the company during the company Q3 Call for Earnings in October.
And during the meta q4 callsCFO Susan said that 4 million advertisers use the generative AI tools of the company to create ad, compared to a million months ago. All this makes the ai more easily sell to investors.
