---
title: "Positive leading indicator for $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US) up"
description: "Positive leading indicator for $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US) upcoming capex guides: $Vertiv(VRT.US), which handles data center power and cooling, guided its Septem"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000169456.md"
published_at: "2025-07-30T15:27:31.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# Positive leading indicator for $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US) up

Positive leading indicator for $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US) upcoming capex guides:

$Vertiv(VRT.US), which handles data center power and cooling, guided its September quarter 7% above Street expectations.

Here's where things stand on 2025 capex guidance: $Alphabet - C(GOOG.US) 62% y/y guide suggests Amazon and Microsoft need to come up meaningfully. I'm expecting only a modest bump up to Meta's 78% growth given Zuckerberg is the most aggressive at investing in AI.

It's going to be a fun next couple of days.

Source: Gene Munster

### Related Stocks

- [VRT.US - Vertiv](https://longbridge.com/en/quote/VRT.US.md)
- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)
- [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.