Investors are awaiting the release of earnings from Magnificent Seven companies Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), and Meta Platforms (META) next week.
D.A. Davidson Head of Technology Research Gil Luria explains to Josh Lipton where he is seeing "bubblicious aspects" begin to form around the AI trade and Big Tech’s capex investments into artificial intelligence, including Nvidia’s (NVDA) strategic partnership with OpenAI (OPAI.PVT).
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