Boon Yoon Tan @oceantan007: "This week we’ve got a..."

Malaysia

This week we’ve got a big tech earnings line-up: $STX.US (Seagate Technology PLC) $WD (Walker & Dunlop Inc) ASML, $META (Meta Platforms Inc) $MSFT (Microsoft) and $AAPL (Apple) all scheduled to report. $INTC (Intel) already reported last week, but the stock fell hard even after beating earnings. Why? Investors focused on weak forward guidance and supply struggles with AI/server chips. Intel forecasted softer revenue and warned it can’t meet booming demand right now, and that spooked traders despite the beat. $CRWV (CoreWeave Inc) is moving in pre-market. $NVDA (NVIDIA Corporation) just bought $2B worth of CoreWeave stock and is expanding their AI infrastructure partnership