Tech heavyweights Alphabet and Microsoft report second quarter earnings after the bell today, the first that’ll show investors whether the hype around AI is justified. But there are some red flags to look out for, including tech’s massive outperformance this year, high expectations for AI, and decelerating cloud growth and capex. Plus, TikTok keeps pushing the envelope. Despite having a regulatory target on its back in the U.S., the social media platform recently announced a push into music as well as e-commerce. Could it be America’s first super app? 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.