Microsoft, Tesla and Apple's Strong Results Are Great for Tech Stocks
January 31, 2022
I/O Fund
Team
Microsoft, Tesla and Apple reported last week (week of 01/24/22) and results came in strong across the group. Investors needs to stay aware of what these companies are doing as they can impact numerous industries, such as semiconductors, cloud and even financial/insurance markets.
Microsoft, Tesla and Apple strong results will likely be a tailwind for the broader technology complex. For example, Tesla, Microsoft and Apple are ramping capex, which will benefit key industries such as semiconductors.
As shown below, Microsoft has ramped capital expenditures, which has been driven by its expansion of cloud computing. This is a strong tailwind for cloud companies, and highlights that cloud remains an area of hyper growth.
Watch the video below for a quick recap of Microsoft, Apple and Tesla's latest earnings release and the impact that they have on the broader market.
More To Explore
Newsletter
Top 10 Tech Stocks of 2025: How the AI Trade Defied the Skeptics
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of th
Nvidia & Beyond: I/O Fund’s Best Free AI Stock Research in 2025
We describe our newsletter as “free,” however the resources required to produce the research behind our weekly analysis are substantial. Delivering early, actionable insights consistently—and making t
AI Stocks & Nvidia: I/O Fund’s 2025 Tech Media Highlights
As we close out a defining year for tech, we’re proud to share a few media moments where our theses met the mainstream. We are grateful that our readers trust us to cut through the noise - and we want
The AI Revenue Leader Nobody Is Talking About—Second Only to Nvidia Stock
Meta’s stock sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI-driven capital expenditures. What is being overlooked is that Meta’s stock is already
Broadcom Stock: The Silent Winner in the AI Monetization Supercycle
The AI accelerator market will inevitably widen beyond Nvidia’s GPUs - the keyword is widen. More players will sell more AI systems as the market expands, and that growth supports both the clear leade
Nvidia Stock and the AI Monetization Supercycle No One Is Pricing In
Two weeks ago, Nvidia blew the doors off with an earnings report that defies the company’s mega-cap scale. The long-awaited Blackwell and Blackwell Ultra architectures are shipping in volume, leading
I/O Fund Called the Bitcoin Selloff: What Liquidity & DXY Data Predict Next
In August, the I/O Fund warned that Bitcoin was entering a high-risk phase as global liquidity stalled, and sentiment patterns flashed caution. Since then, Bitcoin has fallen more than -35%. In this a
Why Nvidia Stock Could Reach a $20 Trillion Market Cap by 2030
The headline that Nvidia could reach a $20 trillion market cap by 2030 will trigger plenty of emotion — it sounds fantastical, full of hype, or like a prediction made far too early in the AI cycle. Ye
Big Tech’s $405B Bet: Why AI Stocks Are Set Up for a Strong 2026
AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s mo
Market Cycles, Not Headlines: What History Says About the 2025 Rally and What Comes Next
Despite how it may seem, modern-day narratives rarely drive market swings. Tariffs, political headlines, niche trends like rare earth materials, or speculation about which company OpenAI partners with
