It’s a pivotal day for technology as earnings from Google, Tesla, IBM, ServiceNow and Texas Instruments report Gil Luria of D.A. Davidson and Brent Thill of Jefferies debate the implications for AI spending, cloud growth and digital advertising. Seth Goldstein of Morningstar breaks down Tesla results and what investors should watch next. Julian Emanuel of Evercore steps back to assess the broader market and explain how investors should position after one of the most important earnings days of the season. Patrick Moorhead closes the loop by analyzing what the latest reports from Google, IBM and ServiceNow reveal about the direction of AI, enterprise technology and the broader tech sector.


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