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Meta Earnings Preview: The AI Spending Test

This Meta earnings preview begins with Meta Platforms reporting second-quarter results after the U.S. market closes on Wednesday, July 29, with Wall Street expecting...

Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

Artificial intelligence infrastructure is entering a new phase, and...

Visa Earnings Preview: The Client Incentive Test

Visa reports fiscal third-quarter results after the US market...

Meta Earnings Preview: The AI Spending Test

This Meta earnings preview begins with Meta Platforms reporting...

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Amazon reports second-quarter results on July 30, one week...

Qualcomm Earnings Preview: Diversification Faces Its Real Test

Qualcomm reports fiscal third-quarter 2026 results after the close...

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Meta Earnings Preview: The AI Spending Test

This Meta earnings preview begins with Meta Platforms reporting second-quarter results after the U.S. market closes on Wednesday, July...

Visa Earnings Preview: The Client Incentive Test

Visa reports fiscal third-quarter results after the US market closes on 28 July 2026, with expectations elevated by another...

Qualcomm Earnings Preview: Diversification Faces Its Real Test

Qualcomm reports fiscal third-quarter 2026 results after the close on Wednesday, July 29, with Wall Street expecting roughly $9.7...

Nvidia’s $1 Billion Naver Investment Expands Sovereign AI

Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined to stay at the center of...

Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?

Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with investors looking for another quarter of...

Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.

The LENS Index added its ninth and tenth positions this week. Neither is a semiconductor. Neither tracks the Nasdaq....

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI...

Nike China Strategy: Can Its Online Reset Restore Growth?

Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers...

Tesla Q2 2026 Review: Cash Flow in Focus

This Tesla Q2 2026 Earnings Preview arrives as Tesla reports second-quarter 2026 results after the market closes on July...

Alphabet Earnings Preview: The $190 Billion AI Test

Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July 22, with Wall Street expecting another...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Intel 18A Process Faces A Crucial Earnings Test

Intel reports second-quarter 2026 results after the market closes on Thursday, July 23, followed by a call at 5:00...

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