Below is a look at six-month price charts for six mega-caps that we've been monitoring closely since the AI Boom began with ChatGPT's release in late 2022.
Apple (AAPL) has been the best performer in the group recently with a surge above $300/share, while Amazon (AMZN), Alphabet (GOOG), and NVIDIA (NVDA) have come in some in the last couple weeks after making fresh highs themselves earlier in the month.
Meta (META) and Microsoft (MSFT) are the two names of the six that still have a lot of work to do to get back to new highs.
For the last few years, we've been monitoring "AI" mentions on the conference calls of the mega-caps, and now that NVIDIA's (NVDA) earnings report is in the rearview, we can update our data.
As shown below, "AI" was mentioned 399 times by management on the conference calls of AAPL, AMZN, GOOGL, META, MSFT, and NVDA this quarter.
That's a bounce back from the 348 "AI" mentions last quarter, which was the lowest since Q1 2023.
Below is a breakdown of "AI" mentions by stock dating back to 2021. Five of the six saw increases in "AI" mentions this quarter, with Apple (AAPL) the lone mega-cap that mentioned it less. NVDA mentioned "AI" the most (111) and also saw the biggest quarter-over-quarter increase.
After a big drop off in "AI" mentions last quarter, Meta (META) saw a big jump as well, although they talked about "AI" a lot more back in 2024 and early 2025.
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