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Wall Street is upbeat on tech megacaps, but big questions loom on AI spending, China, Trump tariffs - TL;DR CNBC

Wall Street is upbeat on tech megacaps, but big questions loom on AI spending, China, Trump tariffs

Publishing timestamp: 2025-07-22 18:55:48


Summary

Tech earnings season kicks off with Alphabet and Tesla reporting first, followed by other tech giants next week. Investors are keeping an eye on AI spending, Trump's tariffs, and the impact on tech companies. Zuckerberg's multibillion-dollar AI hiring spree at Meta is a sign of tech companies willing to spend big to compete. Nasdaq closed at a record high, but the next 10 days will determine if the rally has legs. Tesla is facing challenges with declining deliveries and competition in the EV market. Microsoft's Azure remains a focal point, while Apple is navigating tariff uncertainty. Amazon's second-quarter results will provide insight into how it is managing tariffs and cloud growth.


Sentiment: MIXED

Tickers: AMZNNVDAMSFTTSLAGOOGLMETAAAPLMP

Keywords: the edgeapple incdonald j. trumpnvidia corpelon musktim cookadvertisingandrew jassytesla inctechnologyenterprisemeta platforms incmark zuckerbergearningsamazon.com incmicrosoft corpalphabet incbusiness newsbreaking news: technologymp materials corpsundar pichaisocial mediadonald trumpsatya nadella

Source: https://www.cnbc.com/2025/07/22/tech-q2-earnings-preview-ai-spending-china-and-trump-tariffs-loom.html


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