Big Tech earnings week tests the AI investment thesis
TL;DR Summary
Tech stocks rose as investors awaited a flood of Big Tech earnings this week, eyeing results from Microsoft, Meta, Apple and Amazon while chipmakers and Alphabet’s capex guidance add to the drama; Nvidia was reported to be in talks with OpenAI for up to $250 billion in financing for a data-center project in Ohio, renewing questions about funding and circular financing in the AI era.
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