""We know that the market's direction for the next couple of months will be defined by the results we get this week,""
""You cannot mount a sustained advance if you lose these companies. Nothing can make up for them. Yes, the stakes really are that high.""
""by virtue of their breadth of products, they represent the best we have in this country and in the world,""
Earnings from Amazon, Alphabet, Apple, Microsoft and Meta will be critical to market performance over the next few months. These companies, together with Nvidia and Tesla, represent almost 35% of the S&P 500 and exert outsized influence on overall market direction. Alphabet shows strong growth in cloud and lucrative advertising via YouTube and search, alongside investments in nuclear power and quantum computing. Meta must report user metrics, average revenue per user, advertising strength, AI competitive positioning, and updates on AI glasses. Microsoft’s Azure growth remains a central driver given its dominant enterprise position.
Read at www.cnbc.com
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