Most important market moving Earning Reports this week. (July 21st - July 25th)

1) GOOGLE Why? Not a question of it but by how much is Google going to increase its A.I. spending budget? (Hyperscaler) 30%? 40%? Stocks are at all-time highs. I don’t see why they would not increase CapEx for A.I. spending.

2) TESLA Why? A polarising company with a polarising CEO. Is brand recovering? Will there be a significant drop in Delivery numbers? It’s all about the Delivery numbers when it comes to Tesla.

3) IBM Why? How much growth in A.I. Business?

4) INTEL Why? Intel has a new CEO. Time to compete with NVDA & AMD? or at least try?

5) GENERAL MOTORS Why? American Bellwether. Barometer of health of economy/consumer for big ticket items and of course, Tariffs.

6) COCA COLA Why? American bellwether. Tariffs & Inflationary production costs.