Apple has filed a lawsuit against OpenAI, alleging theft of trade secrets, which the creator believes is a strategic move to impede OpenAI's hardware development and protect Apple's interests.
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Prepare For The Earnings Week Ahead
Jul 13, 2026
This week's earnings reports include major banks like JP Morgan, Bank of America, and Goldman Sachs, as well as semiconductor companies ASML and TSM, which are expected to perform well. Netflix is also reporting, with its stock having fallen 50% from its highs due to concerns about declining engagement and content. The creator will analyze whether this presents a buying opportunity. Other news includes Meta's recent surge, Apple suing OpenAI, and states suing Paramount over a merger.
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Uber is mentioned as a company offering great opportunities at a much lower valuation than ASML.
Microsoft is grouped with Amazon in its AI monetization strategy, focusing on AWS infrastructure and offering services in-house.
Google is expected to monetize AI through its massive infrastructure, distribution, and vertical integration, and is considered a winner in the portfolio.
Amazon is mentioned as outbidding Netflix for Mr. Beast's content.
Roku is mentioned as a competitor to Netflix in the streaming service landscape.
Fox Corp is mentioned as a competitor to Netflix in the streaming service landscape.
Disney is mentioned as a competitor to Netflix in the streaming service landscape.
Warner Brothers Discovery opted out of a potential deal with Netflix.
Meta has seen a 21% increase in 15 days, prompting the creator to question the reason for the sudden change in sentiment.
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