Google SHOCKED Analysts & the markets ROAR

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Google rakes in billions of dollars through YouTube

Here comes the money…
Google's Q2 2025 earnings report shows YouTube ad revenue hitting $8,921 million, up from $8,090 million the prior quarter, per FinChat data. This growth reflects an 89.25% increase since December 2019, with a 12.9% CAGR, highlighting YouTube's strength in digital advertising.

Apple to shift US iPhone assembly to India

Saving capital expenditure on tariffs
Apple has shifted iPhone assembly to India to avoid 145% U.S. tariffs on Chinese goods, with Indian imports taxed at 26%. In 2025, Apple airlifted 1.5 million units from India to the U.S. to beat tariff deadlines, aiming to cut costs. This move also diversifies its supply chain amid China tensions and targets India’s growing market, with plans to assemble all U.S.-sold iPhones there by 2026, despite component challenges.

AI training differs drastically

AI training databases are increasing in size
The 2025 Epoch AI and Stanford Report highlights rising AI training costs, with Google's Gemini 1.0 Ultra at $192 million and Meta's Llama 3.1-405B at $170 million in 2024, up from $79 million for OpenAI's GPT-4 in 2023. Tech giants are competing for AI dominance, needing vast computational power for applications like autonomous systems. xAI's Grok-2, at $107 million, shows the high stakes as firms invest heavily despite rising cloud and hardware costs.

US Retail strikes back

That’s a whole lotta exposure

Stock market participation rates differ globally, with the U.S. at 55% (165.4 million shareholders) and Canada at 49%, driven by strong financial education, accessible platforms, and robust pension systems, per 2025 HelloSafe data from Visual Capitalist. China and India, despite 98.7 million and 85.8 million shareholders, have low rates of 7% and 6% due to limited financial literacy, lower incomes, and a preference for traditional savings. European countries like Sweden (22%) and the UK (33%) sit in the middle, with developed markets but less aggressive investment promotion than the U.S.