Alphabet and Tesla kick off Big Tech earnings with AI spending in focus

Earnings

โดย Yahoo Finance·Read original

Summary · why it matters

Alphabet and Tesla are set to report earnings this week, kicking off the Big Tech season. Yahoo Finance's Opening Bid panel discussed key themes including Alphabet's capital expenditure plans and their impact on the AI trade. Truist CIO Keith Lerner noted that markets may be better positioned to absorb higher spending after recent price resets, with less than 10% of semiconductor stocks above their 50-day moving average. Analysts also flagged advertising revenue and YouTube performance as critical areas for Alphabet, while Tesla's results will round out the first wave of megacap tech reports.