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A new chapter in the US stock market? The financial reports of the 'Seven Sisters' are coming out in succession, with a focus on AI capital expenditures.
Last week, the financial reports of Tesla and Alphabet caused a round of tech stock decline. This week, the US stock market welcomes the financial reports of Mag 7, including Amazon, Apple, Meta, and Microsoft, and the market has already begun to tremble.
As the interim report approaches, is Microsoft continuing to make great strides in "AI narration"?
Barclays pointed out that Azure's second-quarter revenue growth is expected to exceed the consensus of 30.2% year-on-year. It is concerned about Microsoft's profit guidance for the next fiscal year. Continued investment in AI may lead to a slight decline in profit margin in the 2025 fiscal year.
First iPhone 16 Models May Not Have Apple Intelligence Features As Cupertino Delays AI Integration For iOS 18 Overhaul: Report
Jim Cramer Says Tech Earnings Crucial Test For 'Great Rotation' Theory As Key Reports From Microsoft, Apple, Amazon, And Meta Loom On the Horizon
Did Apple's Asia vets AI "delay"? Missing the September iOS 18 release, it is expected to be released in October.
Due to concerns about the stability of Apple's asia vets, and to ensure a smooth release to consumers, Apple needs more time to test and fix bugs in its asia vets.
The Week Ahead (MSFT, META, AAPL, AMZN and ENB Earnings; FOMC and US Nonfarm Payrolls)