EPISODE · Jul 22, 2026
House View Daily | Big tech earnings to test the AI trade
Earnings from hyperscalers will be a key test for the AI trade as investors look for greater clarity on capex, revenue durability, and margin resilience. While we remain constructive on AI’s longer-term growth story, a balanced approach across and beyond the AI value chain remains important.
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House View Daily | Big tech earnings to test the AI trade
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