Zacks9d agoneutral
Microsoft and Amazon Earnings: Cloud Results in FocusCloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.
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Reuters Videos9d agoneutralVIDEO
Wall Street ends mixed as investors focus on tech earnings<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>
GuruFocus.com9d agoneutral
Microsoft Earnings Due July 29 as Options Signal 7% Stock MoveWall Street expects Azure growth and AI adoption to remain the key drivers.
The Wall Street Journal9d agoneutral
Tech, Media & Telecom Roundup: Market TalkFind insight on Microsoft, Shopify and more in the latest Market Talks covering Technology, Media and Telecom.
GuruFocus.com9d agoneutral
Wedbush Tweaks AMD Stock Price Target Ahead of EarningsAMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars
The Wall Street Journal9d agoneutral
Why Are Chip Stocks Down? Investors’ Three Big WorriesU.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.
Yahoo Finance Video9d agoneutralVIDEO
Why all eyes are on Meta & Amazon earnings this weekIt's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Investopedia9d agoneutral
Here’s How Much Microsoft Stock Is Expected to Move After Earnings WednesdayMicrosoft is due to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant’s stock.
Proactive10d agoneutral
Week ahead: Wall Street's biggest summer test is here with Big Tech, Fed on deckWall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...
GuruFocus.com10d agoneutral
Microsoft Q4 Earnings Preview: What To Expect From Upcoming ReportMicrosoft Earnings Could Make or Break AI Bull Case This Week
Yahoo Finance10d agoneutral
Earnings live: Reddit stock tanks 21% on 'choppy' Google search referrals, Amazon and Apple swingEarnings season kicks into high gear this week.
Bloomberg10d agoneutral
Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
Bloomberg10d agoneutral
China Vows Response to US Sanctions Threat Against AI Firms(Bloomberg) -- China warned it would take “all necessary measures” if the US moves to sanction Chinese artificial intelligence companies over allegations they improperly used American models to train their own systems.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Ral
The Wall Street Journal10d agoneutral
The ‘Unsettled’ Vibe That’s Creeping Through the MarketsThis year’s stock rally has withstood war, inflation and uncertainty surrounding the tech sector’s massive artificial-intelligence investments. The question now is: Have investors finally reached their limit? Major stock indexes have posted healthy gains this year.
Reuters10d agoneutral
Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reportsNvidia is in talks to provide a roughly $250 billion financing for OpenAI as part of a massive data center project, The Wall Street Journal reported on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside regular business hours.
TheStreet10d agoneutral
Microsoft just took sides in AI policy fightEvery powerful technology eventually reaches the same argument. Somebody has to decide whether the thing gets handed out or locked up. Encryption had that fight in the 1990s, when the federal government classified strong cryptography as a munition and tried to keep it away from ordinary people. ...
Barrons.com10d agoneutral
Fed Meeting, Inflation, Boeing, Meta, Apple, Exxon, and More to Watch This WeekThis is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.