#bigtech #meta #amazon #microsoft #alphabet #yahoofinance
Big week for markets: Fed decision + Chair press conference the same day Meta, Amazon, Microsoft, and Alphabet report — Apple on deck too. Kenny Polcari talks with Steve Sosnick (Chief Strategist, Interactive Brokers) and Yahoo Finance’s Brian Sozzi about what actually matters for traders: AI momentum vs. rates, semiconductors (incl. SOX) as the real stress test, CapEx and whether megacaps get the Tesla treatment if spend surprises to the upside, layoffs (metaverse hangover vs. efficiency vs. AI narrative), and why this tape has shrugged at risks that “used to” shock the S&P.
They also dig into historical market stats (big weekly runs; Nvidia’s market-cap move), Azure / AWS focus for Microsoft and Amazon, Google’s recent earnings streak, and what to listen for on Apple as leadership transitions dominate the story.
The views discussed are for informational purposes only and are not personalized financial advice.
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