📰 Big Tech Earnings Lift S&P 500 Valuations: Nvidia (NVDA) and Apple (AAPL) Lead Margin Expansion

📅 Jul 17, 2025, 12:12 EDT | 🔗 Source: Dow Jones Newswires

🧠 Summary

Big Tech, particularly Nvidia and Apple, is driving the S&P 500’s rising gross margins, supporting current valuations. While the market trade multiples are high, strong earnings growth and margin expansion justify valuations despite rising risks and potential pullbacks.

💡 Why this signal?

  • Nvidia's significant margin expansions due to AI chip demand justify a strong positive signal for NVDA, suggesting robust earnings potential.
  • Apple's growing high-margin services business supports modest positive sentiment, reflecting improved profitability amid broader market concerns.
  • Amazon and Meta show stable or slightly positive margins, but Meta’s declining margin tempers enthusiasm, resulting in neutral to mild positive ratings.

📈 AAPL Price Trend

⏱️ Impact Timing
as soon as the news is out
👥 Competitor Impact
  • ➡️ GOOGL: nothing
  • ➡️ MSFT: nothing
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