When Tesla drops 14% and Google 7% on the same night, that’s the market questioning the whole AI thesis. Add Brent &gt;$100 and yields at year highs and you get a double whammy: higher costs + higher discount rates. $800B gone in 24h is what peak positioning looks like coming undone. More pain until earnings prove ROI.

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

It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...

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☕️ [Task Coins Giveaway] Daily Market Talk — Intel Soars as Big Tech Sheds $800B, Oil Breaks $100

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