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Tiernan Ray Talks Big Tech Headwinds & Tailwinds in Mag 7 Earnings Week

Tiernan Ray Talks Big Tech Headwinds & Tailwinds in Mag 7 Earnings Week

Published 2 days, 16 hours ago
Description

Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors under the waves of the AI trade and highlights the undercurrents creating long-term risks, from software's sell-off to powering AI data centers.


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