Mag 7 earnings show ‘the AI story remains intact,’ analyst says

00:00 Speaker A

Talk to me about your note here. You talked about Big Tech earnings defying fears of the worst case scenario. Is that enough to give you confidence that these companies can maintain earnings growth moving forward?

00:16 Lisa

Yes, absolutely. I mean, it was a, it was a big week last week with, um, most of the MAG 7 names reporting and I think overall, uh, the AI story remains intact, which is really important for the market, especially in case of uncertainty. Um, we hear,…