"Tesla: There's the traditional auto business to consider, but Elon Musk will likely focus more on the future. Specifically, progress and plans for Tesla's robotaxi business and robotic humanoid, Optimus. It's part of Tesla's ongoing rebrand from an EV maker to AI company. Musk has relied on touting what's to come, as opposed to what's already here. But are investors still buying a dream that's yet to materialize?"
"Apple: The odd one out in the AI race, Apple is opting to partner rather than build its own huge foundation models. The latest nod toward that strategy is the deal it struck with Google Gemini to power Siri's AI. That's why iPhone sales will remain the key number to look out for, especially when it comes to its second-largest market: China."
"Recently, Meta has cut down its metaverse team and overhauled its review program. Still, investors want to see real returns, which could mean Meta's in for another intense year. Something else to watch: Any chatter about Microsoft's plans (and partnerships) in the wake of its restructured agreement with OpenAI."
Seven companies with combined market caps exceeding $20 trillion will report results. Meta has cut its metaverse team and overhauled its review program while investors push for tangible returns. Microsoft faces scrutiny over its plans and partnerships after restructuring its OpenAI agreement. Tesla will juggle traditional auto operations and an intensified focus on robotaxi development and the Optimus humanoid as part of a shift toward AI. Apple is partnering rather than building massive foundation models, using Google Gemini to power Siri and relying on iPhone sales, especially in China. Amazon recently cut roughly 14,000 jobs ahead of its last earnings.
Read at Business Insider
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