CNBC Televisionยท2025-07-28 13:12AI Investments and Performance - Intelligent Alpha uses AI large language models to estimate earnings for 1,000 companies each quarter [2] - Meta is expected to beat earnings, driven by significant investments in AI talent, despite Llama being behind competitors [3][14][15] - Mark Zuckerberg has spent billions of dollars on talent to catch up in the AI frontier model race [3] - Google added another 10 billion to their capex estimates for this year [4] - Intelligent Alpha focuses on GPT from OpenAI, Gemini from Google, and Claude from Anthropic, considering them the best models [14] Apple's AI Strategy and Future Outlook - Apple's stock is under question regarding its AI strategy, with limited answers expected this quarter [5][6] - The catalyst for Apple is the September iPhone launch and potential AI feature announcements to accelerate growth [7] - Apple may rely on third parties like GPT and Gemini for AI capabilities, potentially impacting stock performance [7] - Partnering with top LLM providers like GPT could be sufficient for Apple, focusing on user safety and integration [8] Amazon's Concerns - Amazon's top line is a concern for Intelligent Alpha's models this quarter, expecting a miss due to tariffs [9] - Amazon's bottom line is expected to be fine, indicating potential margin strength [9] - Inflation increases might impact Amazon in Q3 [10]