Strong momentum on stocks since the ceasefire talks started, lets see if we can see some of the setups mentioned without geopolitical or negative earning season impact.
• Wednesday: Microsoft, Alphabet, Amazon and Meta all report on the same day
• Thursday: Apple
The key question across all five: will the market reward continued AI capex increases or react skeptically as it did with Tesla last week
Tesla’s reception was a warning that the market is not giving a free pass to every AI spending story, execution and guidance will be scrutinised
-> If the MAG7 delivers and guides well this could be the fuel that takes the rally to the next level
• Wednesday: Microsoft, Alphabet, Amazon and Meta all report on the same day
• Thursday: Apple
The key question across all five: will the market reward continued AI capex increases or react skeptically as it did with Tesla last week
Tesla’s reception was a warning that the market is not giving a free pass to every AI spending story, execution and guidance will be scrutinised
-> If the MAG7 delivers and guides well this could be the fuel that takes the rally to the next level
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.