Apple Earnings Preview – A Strong Quarter May No Longer Be Enough
Apple is betting on new leadership and a major product refresh to revive innovation, regain AI momentum and rekindle excitement around its ecosystem.
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Apple is betting on new leadership and a major product refresh to revive innovation, regain AI momentum and rekindle excitement around its ecosystem.
Big Tech must prove that record AI spending can generate sustainable free cash flow.
Intel reports earnings on July 23 amid a massive rally fuelled by the AI boom that increases the need for its CPUs. Still, the turnaround faces challenges amid execution risks and industry headwinds.
NVIDIA’s bullish wedge breakout, improving RSI and potential China reopening strengthen the bullish case, with $204-$206 the key confirmation zone.
FXCM's US.BANKS basket remains technically constructive, but 6,300 is the line in the sand and Q2 earnings now need to confirm the breakout case.
Micron reports earnings amid soaring memory demand from the AI boom that has driven the stock to new records, but pitfalls loom amid supply bottlenecks and tough macros.
Markets widely anticipate Apple to unveil its revamped AI-powered Siri at next week's WWDC, amid strong business and stock momentum, but risks loom.
Wednesday's earnings come amid continued AI investments that support Nvidia demand, but there are growing risks to its dominance.
Meta’s increased AI spending sparked a negative market reaction as its cloudless model inhibits monetization, but the results were actually really strong, benefiting from AI-driven advertising growth.
Alphabet's blowout earnings show its massive AI investments are paying off, driving financial growth and cloud demand, but challenges still loom.
Intel delivered strong earnings and guidance thanks to AI demand and strategic partnerships, showing turnaround momentum, but pitfalls still loom.
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