Amazon is among the key tech companies reporting earnings next week, with investors concerned about the sustainability of AI spending.
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The creator discusses the recent sell-off in AI and semiconductor stocks, highlighting upcoming earnings re...
Oct 23, 2026
The creator discusses the recent sell-off in AI and semiconductor stocks, highlighting upcoming earnings reports from major tech companies and Federal Reserve interest rate decisions as key catalysts. Despite the market volatility, the creator maintains a long-term bullish outlook on AI, viewing these pullbacks as buying opportunities.
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Microsoft is one of the major tech companies reporting earnings next week, with market focus on their AI capital expenditure.
Google is highlighted as one of the 179 companies reporting earnings next week, with investors watching for spending plans.
Lam Research reported record revenue but still saw its stock price drop by double digits.
Meta's stock dropped 7% despite reporting 26% revenue growth, illustrating investor concerns over AI spending.
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