What to Expect From Big Tech Earnings

The video discusses the upcoming tech earnings week, focusing on major companies like Apple, Alphabet, Amazon, and Microsoft, which make up a significant portion of the NASDAQ 100. It highlights the expected decline in EPS and market anxiety, especially concerning ad-exposed companies like Alphabet and Meta. The impact of digital advertising, particularly changes in iOS ad tracking, is analyzed. Insights from the chip sector are also discussed, indicating a slowdown in consumer electronics and enterprise spending. The video concludes with an outlook on the earnings season.

Which companies are referred to as the 'Fab 5' in the context of tech earnings?

• Apple, Alphabet, Amazon, Microsoft, Meta

• Apple, Alphabet, Amazon, Microsoft, Netflix

• Apple, Alphabet, Amazon, Microsoft, Tesla

• Apple, Alphabet, Amazon, Microsoft, IBM

What is a major concern for the market regarding tech earnings this quarter?

• Unchanged EPS

• Decline in EPS

• Increase in EPS

• Stable EPS

What specific change has impacted digital advertising for companies like Snap?

• Changes in Android ad tracking

• Changes in iOS ad tracking

• Changes in Windows ad tracking

• Changes in Linux ad tracking

What is the chip sector considered in relation to the hardware sector?

• A lagging indicator

• A leading indicator

• An unrelated sector

• A secondary indicator

What is a sign of potential recession resistance mentioned in the context of the chip sector?

• Automotive industry

• Enterprise spending

• Consumer electronics

• Retail spending