Caroline Hyde

Is it more about just a terrible time for software in general?

We always get some pretty choice words from Dr. Karp.

Bloomberg's Carmen Reinecke, great to have you on today.

Thank you.

Look, Palantir isn't the only big tech name reporting earnings this week.

Look how many we've got coming.

I'm pleased to say Fiona Sincotta, Senior Analyst at Citi Index Financial, can talk us through.

We've got AMD on Tuesday, Qualcomm, Alphabet, Wednesday, Thursday, you've got the big one that is Amazon.

Fiona, how do you brace for some of these numbers?

Because, look, Microsoft last week wasn't a bad set of numbers, absolutely beaten up when people were worried about the capital expenditure.

Yeah, that's right.

I mean, we're definitely seeing this sort of division between those techs that are in favor and those that are not.

And I think that's going to be even more under the microscope as these earnings come through.

The market is very much more selective about where they're looking to direct capital.

You know, before, as we said, it was just very much more jump on that tech trade and ride it higher.

There really wasn't too much in it.

But that's just not the case anymore.

And we're seeing, you know, even numbers that come out relatively good, like we said with Microsoft, end up with, you know, a 10% drop in the stock.

And at the same time, we saw Meta driving 10% higher.

So, it does feel a little bit more unpredictable in that respect.