Big Tech Earnings Preview, Plus TikTok’s Push Into E-commerce 7/25/23

TechCheck

English - July 25, 2023 18:47 - 7 minutes - 6.89 MB - ★★★★★ - 51 ratings
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Previous Episode: The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23

Next Episode: Nvidia Triumphs as Big Tech Talks Up AI Investments 7/28/23

Tech heavyweights Alphabet and Microsoft report second quarter earnings after the bell today, the first that’ll show investors whether the hype around AI is justified. But there are some red flags to look out for, including tech’s massive outperformance this year, high expectations for AI, and decelerating cloud growth and capex. Plus, TikTok keeps pushing the envelope. Despite having a regulatory target on its back in the U.S., the social media platform recently announced a push into music as well as e-commerce. Could it be America’s first super app?