AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as Tim Cook prepares for his final earnings call as CEO?
Plus:
- Why the market keeps shrugging off bad news
- The surprising relationship between stock momentum and earnings beats
- The brutal selloff in semiconductors and Corning
- Sam Altman's latest AI warnings and the Hugging Face controversy
- The Fed, market resilience, and what to expect from SpaceX's first earnings call next week.
This episode is sponsored by DBMF. To learn more about the alternative solution for the model revolution check out: https://www.DBMF.com/WAYT
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