It’s a bloody day for tech stocks with a broad sell off triggered by the news that China is producing DUV lithography machines. It remains to be seen whether China’s product can compare to the current leadier in the industry ASML.

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

Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...

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