The Motley Fool·2025-08-03 10:15Group 1: Meta Platforms - Meta Platforms reported a strong Q2 performance with a 22% year-over-year revenue growth and a 36% increase in net income [5][8] - The company's daily active users rose by 6% year over year to 3.48 billion, while ad pricing increased by 9% [5] - AI is crucial for Meta's business, enhancing advertising efficiency and profitability, leading to a 5 percentage point increase in operating margin [6][7] Group 2: ASML - ASML, a leader in extreme ultraviolet lithography, is positioned to benefit from the growing AI market, projected to reach $1.8 trillion by 2030 with a CAGR of 36% [11] - The company reported net sales of €15.4 billion ($17.8 billion) in the first half of 2025, a 34% increase year-over-year, with net income surging 66% to over €4.6 billion ($5.4 billion) [12] - Despite recent headwinds and a projected slowdown in revenue growth, ASML's current P/E ratio of 26 is significantly lower than its five-year average of 42, indicating potential for recovery [13][14] Group 3: Alphabet - Alphabet achieved a 14% year-over-year revenue growth in Q2 2025, with ad revenue increasing by about 10%, countering concerns about the impact of AI on its Google Search business [16][17] - The Google Cloud segment reported a remarkable 32% revenue growth, attributed to the AI boom, with OpenAI as a recent customer [18] - Alphabet's long-term prospects remain strong, bolstered by its investments in autonomous vehicles and quantum computing [19][20]