What to Expect From the Next Wave of Big Tech Earnings, and How Will the Chip Names Be Watching the Reports? 7/26/24

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.9 • 1.3K Ratings

🗓️ 26 July 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Markets took a tumble earlier this week after the first two Mag7 names reported their latest earnings reports, but with Microsoft, Apple, Amazon and Meta all on the calendar for next week, will investors get some relief? And what will semiconductor stocks watch from in those reports? Fast Money Disclaimer

Transcript

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0:00.0	Live in the NASDAQ markets, I'm in the heart of New York City's Times Square.
0:05.7	This is Fast Money.
0:06.8	Here's what's on top tonight.
0:08.3	Big Tech's make or break moment after a rough week for the MAG-7.
0:11.7	The next big earnings test is right
0:13.5	around the corner will next week's reports confirm the cracks we started to
0:17.4	see in the trade or will they provide the boost our group needs and ready to set
0:21.3	cut we are counting down to the Fed's next meeting.
0:24.0	Markets broadly expect the Central Bank is getting ready to cut rates.
0:28.0	What to listen for next week and how it will impact investors.
0:31.0	Plus, regional banks rock at the levels not seen since a collapse of Silicon Valley Bank.
0:35.0	Point-based shares surge as Bitcoin resumes its March higher and FDA warning has shares of hymns and hers shedding some weight.
0:42.0	The headline is behind all those moves coming up.
0:44.6	I'm Melissa Lee coming to you live in studio be at the Nasak on the desk tonight.
0:47.9	Bono and Ice and Tim Seymour, Karen Finnerman and Julie Beal.
0:51.3	We start off with what might be the most critical week for the big tech
0:54.4	trade this earnings season. Microsoft Meta Apple and Amazon headlining the calendar next
0:59.4	week, $10 trillion worth of market cap on deck to report.
1:03.4	The earnings come after the first two MAG-7 reports of the quarter fail to impress investors.
1:07.6	Alphabet and Tesla's numbers not only hit their stocks, but sent the entire market to their
1:12.1	worst day in almost two years, raising the fears
1:14.8	that the ones red-hot AI trade might be broken.
	...

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