One good Intel print doesn’t fix the problem. When Mag 7 sheds $800B in a day, yields hit yearly highs, and oil breaks $100 all at once, that’s macro + micro aligning against risk. Earnings showed AI is still a cost center. Liquidity is leaving, and the “Magnificent 7” trade is turning into the “Magnificent 1” - and even that’s wobbling.

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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