The tech earnings season has just begun. For AI-focused investors, the busiest stretch is between the last two weeks of July, when nearly all the tech giants report within roughly one week. This period is likely to set the tone for AI and semiconductor stocks for the rest of the quarter. Microsoft (MSFT) and Amazon (AMZN), two of the “Magnificent Seven” giants, are also set to report by the end of July, with investors closely watching how heavy AI investments are translating into revenue growth and profitability.
Here’s why one appears to be the better AI opportunity ahead of earnings.
