Reported about 12 hours ago
Big Tech earnings are set to dominate the market next week with Microsoft, Amazon, Apple, Alphabet, and Meta reporting their quarterly results. Analyst Gil Luria highlights three focal areas: the sustainability of AI investments by these companies, the health of the digital advertising markets influenced by OpenAI, and the ongoing trade tensions with China that could impact companies like Apple and Nvidia. While Luria sees prudent investments in AI capacity, he cautions about potential speculative behaviors surrounding the debt funding for data centers, signaling a complex landscape for investors.
Source: YAHOO