Brian Stewart

companies in general.

I mean, we're only talking to stocks, and so it can't be seen as a harbinger for the entire travel and leisure industry.

But just in terms of economic strength, if people are buying cruises, if people are getting on planes and traveling, it shows that there's underlying demand for that kind of stuff.

So big one's Amazon on Thursday.

Alphabet is on Wednesday.

I think Amazon just announced another round of layoffs, getting rid of some corporate jobs, replacing basically those with AI.

So I think more color on that with their plans on going forward.

There had been talk earlier about Amazon moving away from its partnership with the U.S.

Postal Service, doing more deliveries on its own, sort of building out that fleet.

Um, so maybe more on that, obviously the, the AWS is going to be the key driver for, I mean, that's what people are going to dig in for that one.

So I think,

It'll be interesting as a tech play just in the AWS part of it.

I also think Amazon's also interesting just in the economic front.

Even if you're not an Amazon shareholder, I think their earnings speak a lot about the consumer and what's going on there.

And then, like I said before, there's a couple of inner company things that might be interesting to get updates on.

And then Alphabet, I think, falls into the same category as the Microsofts, the Metas, the Apples of the world.

Just, you know, big tech players, how well are they executing on their current business and what are their plans for AI in the future?

I think there's going to be a lot of looking at Alphabet spending plans.

Are they...

sort of in the meta camp where, you know, no price is too high or, you know, are they being more sort of judicious about their investments, more kind of an Apple model there.