Welcome to a special Friday afternoon edition of Tech Check. I'm Julia Borston in San Francisco.

Today, the earnings deluge. Tech companies doing mostly better than feared. We'll dig into what could be the

bottom for performance but the top for stocks. Plus, a look at deal-making and

M&A activity and why partnership might be the new keyword in both media and tech.

And the zuckisans.

Meta shares up 170% this year.

Has the zuck mentum peaked but first earnings a big driver of this

week's action let's bring in Rory O'Driskill of scale venture partners and

Bradley Tusk of Tusk ventures to break down what we heard this week and what to expect next week.

Rory, thanks for being on set with me today.

Glad to be here.

I'm going to start with you.

We heard so many beats this week, Microsoft, Google, Intel, Meta.

Does this bode well for next week?

Do you think these things are connected with what we might hear from Amazon and

Apple?

I think so, but perhaps in a different way.

I think what was interesting about this week is you know the talk

was all in advance about AI, the hope was all about revenue growth and the

cold reality is everyone cut costs and made their EPS right it wasn't a great revenue grow.

It was exactly what you described.

Better than feared.

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