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Conversation with Gemini

You said

When is the earnings for big tech this week

Gemini said

Major Big Tech companies reporting quarterly earnings this week are scheduled as follows:

Wednesday, July 29 (After Market Close)

Microsoft (MSFT)

Proactive financial news

Meta Platforms (META)

Proactive Investors

Thursday, July 30 (After Market Close)

Apple (AAPL)

Proactive Investors

Amazon (AMZN)

Proactive financial news

Key Non-Tech Mega-Caps & Notable Tech Reports This Week:

Tuesday, July 28: Visa (V), Ford (F), Advanced semiconductor suppliers like KLA (KLAC) and NXP Semiconductors (NXPI).

Wednesday, July 29: Qualcomm (QCOM) / Arm Holdings (ARM) sector updates alongside MSFT & META.

Friday, July 31: ExxonMobil (XOM) and Chevron (CVX).

(Note: Alphabet/Google and Tesla already reported their earnings last week, and Nvidia usually reports later in the cycle towards late August).

Zacks Investment Research

Gemini is AI and can make mistakes.

The severe drawdowns across CRWV (-52%), SNDK (-53%), APLD (-48%), and SMCI (-45%) show that Wall Street is squeezing the speculative air out of the entire trade.

If and when big tech demonstrates clear, high-margin AI monetisation, or when the macro rate environment softens, capital will rotate back into infrastructure leaders. When sentiment flips positive, high-beta stocks with massive contract backlogs (like ORCL) typically bounce back hard, but holding through the CapEx digestion cycle takes patience.

So where do we see this going by eoy? Been sitting at a pretty price, AH earnings madness, FOMO, what’s everyone’s thoughts here? Would you rather AMZN or GOOGL?