Alphabet and Amazon Address DeepSeek… Are They Good Buys?
For the past couple of years, the Magnificent Seven stocks have had an amazing run. However, there have been a handful of challenges facing these companies in 2025 that could threaten their dominance.
The reality is, this year has brought a new set of challenges for Alphabet, Inc. (GOOG), Amazon.com, Inc. (AMZN), Apple, Inc. (AAPL), Meta Platforms, Inc. (META), Microsoft Corporation (MSFT), NVIDIA Corporation (NVDA) and Tesla, Inc. (TSLA). From headlines about AI competition (DeepSeek) to tariff threats, the waters for the Magnificent Seven have been choppy so far.
The good news is this…
Judging by Apple’s, Meta Platform’s and Microsoft’s statements last week (which we covered in last Saturday’s Market 360), these companies are largely unbothered by the DeepSeek news. They all seem to be in the camp that this is a good thing for tech, opening a window for more advancements in AI.
Time will tell, of course. But we did hear from Alphabet and Amazon this week. So, I want to use today’s Market 360 to review the latest reports, including what they had to say about the DeepSeek. Then I’ll share if these stocks are good investments right now.
Alphabet Inc.
On Tuesday, Alphabet reported fourth-quarter earnings per share of $2.15, an increase of 31.1% compared to earnings of $1.64 per share a year ago. This also beat analysts’ earnings expectations for $2.13 per share. Revenue climbed 11.8% year-over-year to $96.5 billion, up from $86.3 billion in the same quarter a year ago. Analysts had called for $96.7 billion.
