New York, New York
— October 24, 2025

Earnings Season: AI Boom or Bubble?

AI stocks have been on an incredible run this year — from Nvidia and AMD to Microsoft, Amazon, and the rest of Big Tech. But as we head into one of the most important earnings seasons in years, investors are asking the same question: is this the start of something huge, or the edge of a bubble?

At Wall Street Game Notes, we’re covering every angle — from the companies powering the AI revolution to the broader economic signals that could determine where markets head next.

Earnings season is where narratives meet numbers. If Big Tech continues to post strong results, it could reinforce confidence that AI-driven innovation is fueling real, sustainable growth. But if the reports disappoint — or if guidance weakens — we could see this entire trade reset, with ripple effects across the market.

Over the next few weeks, we’ll be tracking the key players — Nvidia, AMD, Microsoft, Alphabet, Meta, Amazon, and more — as well as the macro backdrop shaping sentiment.

Follow along as we break down the winners, the warnings, and what it all means for investors navigating this new AI economy.

It’s earnings season — let’s get to work.