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The Joseph Carlson Show
Big Tech Is About To Respond To DeepSeek (Earnings Preview)
Jan 28, 2025
Major tech firms like Apple, Microsoft, and Tesla are under the spotlight as they prepare to report earnings. Insights reveal Microsoft's robust strategies in AI and cloud services, while Meta showcases impressive user growth. Tesla faces hurdles with valuation and competition. Additionally, a look at MasterCard highlights promising growth amid consumer trends. The episode also questions Apple’s innovation pace and Intel’s struggles, setting a tense stage for investors.
36:07
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Quick takeaways
- The impending earnings reports from major tech companies like Apple, Microsoft, and Meta are crucial for shaping market sentiments amidst recent fluctuations.
- Starbucks faces significant challenges with leadership changes aimed at revitalizing the brand, focusing on enhancing customer experience amid disappointing financial performance.
Deep dives
Impact of Tech Earnings and DeepSeek News
The discussion centers on the significant tech earnings week, coinciding with market fluctuations caused by the DeepSeek news. Nvidia's stock plunged dramatically, triggering concerns across the tech sector. Investors' focus now shifts to major companies set to report, like Microsoft, Meta, and Apple, highlighting the importance of these earnings in shaping market sentiments in the coming weeks. The outcome of these reports is seen as critical, particularly given the competitive landscape stirred up by DeepSeek's advancements in machine learning.
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