The Focus This Week: Magnificent Seven Earnings
Four of the “Magnificent Seven” – Meta, Microsoft, Tesla, and Apple – drop their results next week. These aren’t just any earnings: they’ll set the tone for markets against a backdrop of Trump’s return to the White House, a bold economic agenda, and shifting global dynamics.
The new administration seems supportive of Big Tech. Besides seating the industry’s head honchos front and center at the inauguration, the new president has already announced the ambitious Stargate AI Initiative and promised to slash regulations. So now, investors are expecting the biggest tech companies to deliver on AI and other future bets. Though while the opportunities might seem endless, so do the risks: sky-high valuations, sticky inflation, rising interest rates, and a fragile geopolitical landscape mean uncertainty is running just as hot as…
