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What To Expect From Mega-Cap Tech Earnings
The unofficial start to big-cap US "tech" earnings came last week with reports from Netflix and Tesla. This week, Google, Microsoft and Meta mark the official beginning of mega-cap results.
2023's US equity rally is, on some metrics, the narrowest in recorded history, which raises the stakes for the names playing Atlas to a stock surge that caught nearly everyone flat-footed in the first half. Post-earnings selloffs for Netflix and Tesla suggested the margin for error may be thin.
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