Why are investors focused on AI investments?

Because Big Tech has spent billions on AI, and investors want to see tangible returns on these investments.

How did last week's chip sell-off affect the market?

The sell-off drove down chip stocks, increasing investor focus on this week's tech earnings.

What It Will Take for Big Tech to Wow Investors This Earnings Season

Investors are turning their attention to Big Tech earnings this week, with a focus on the returns from massive AI investments following last week's chip sell-off.

July 20, 2026

2 min read

Source: Yahoo Finance Video

Investors are turning their attention to Big Tech earnings this week, as markets await quarterly results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM). The focus comes after a sharp sell-off in chip stocks last week.

Details

On the Morning Brief program, host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Bullseye American Ingenuity Fund portfolio manager Adam Johnson discussed what investors will be closely watching regarding Big Tech's AI investments and returns.

Context

The anticipation comes amid heightened volatility in tech stocks, with investors questioning whether massive AI spending will pay off. Markets are focusing on return on investment (ROI) indicators from AI projects.

What This Means for Investors

Investors will be closely monitoring any signals of AI-related revenue growth, as well as forward guidance. Strong results could boost confidence in the sector, while any disappointment could lead to further volatility.

Frequently Asked Questions

Alphabet, Tesla, Intel, and IBM are reporting earnings this week.

Found this useful? Share it

This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.