Weekly Market Highlights: Big Tech Earnings, AI Spending, Consumers & What's Next

Описание: In this weekly market highlights video, I break down the most important earnings reports from last week and what I’ll be watching next.
We talk about results from Microsoft, Meta, ASML, Apple, Visa, Mastercard, American Express, ExxonMobil, and Chevron, and what these earnings tell us about AI spending, the semiconductor cycle, and consumer behaviour.
I also share my view on the payment sector after recent weakness in payment stocks and explain why I’ll be watching PayPal closely next week.
Then we look ahead to an important earnings week with companies like AMD, Amazon, Alphabet, Palantir, PepsiCo, Qualcomm, Novo Nordisk, Eli Lilly, Simon Property Group, Linde, and Aker Solutions.
Finally, we cover key macro events, including consumer confidence, jobless claims, PMI data, central bank decisions, and a political signal around potential future Federal Reserve leadership and interest rate expectations.
This video is not financial advice, it’s my personal market view and what I’m watching as an investor.

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