It should be obvious that the Trump Administration will levy tariffs by whichever excuse it can find so I think the tariffs are not as much of a surprise as before.

A packed US earnings week: Microsoft and Meta report July 29, while Apple and Amazon follow July 30. Microsoft faces its 36% Azure growth bogey, while Meta's margins face a real test after its $51B capex hike. Apple's Siri AI finally faces its moment after WWDC doubts, and Amazon leans on AWS's acceleration toward its $600B 2036 target. Who beats, who disappoints?

A packed US earnings week: Microsoft and Meta report July 29, while Apple and Amazon follow July 30. Microsoft faces its 36% Azure growth bogey, while Meta's margins face a real test after its $51B capex hike. Apple's Siri AI finally faces its moment after WWDC doubts, and Amazon leans on AWS's acceleration toward its $600B 2036 target. Who beats, who disappoints?

Earnings Week: MSFT, META, AAPL & AMZN Report

It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...

MAGNIFICENT

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Alphabet - C

Intel

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

Tesla

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Alphabet

NVIDIA

Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029

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INTEL-T

☕️ [Task Coins Giveaway] Daily Market Talk — Intel Soars as Big Tech Sheds $800B, Oil Breaks $100

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