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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免責事項
これらの情報および投稿は、TradingViewが提供または承認する金融、投資、取引、またはその他の種類の助言もしくは推奨であることを意図したものではなく、またこれらに該当するものでもありません。詳細は利用規約をご覧ください。