🚨 Everything to Know Before Jul 30’s Earnings Drop $AAPL - The 2nd company in history to surpass $5 trillion in market cap. It's now the world’s largest company, approximately 6% larger than Nvidia. - Previously raised prices on MacBook and Mac mini (and iPads) in late June due to soaring memory/storage chip costs driven by AI data-center demand. - Key focuses for earnings includes Services growth, iPhone demand, China recovery, and Apple Intelligence / AI feature adoption. - Q3 FY2026 results scheduled for after market close on Jul 30. $AMZN - Amazon is overhauling its AI strategy by winding down much of its flagship Nova lineup and concentrating engineers + computing resources on a smaller number of frontier-model efforts. - Other key focuses includes AWS growth rate, AI CapEx intensity, advertising momentum, and retail margins. - Q2 results scheduled for after market close on Jul 30. $COIN - Jesse Pollak stepped back from the Base App (admitting the SocialFi / creator coins bet failed) and handed it over to Cobie. - Base meme activity has gone quiet since CEO Brian Armstrong denies meme endorsement. - Broader focus remains on expanding beyond trading (stablecoins, Base L2, prediction markets, Everything Exchange). - Q2 results scheduled for after market close on Jul 30. $RDDT - Strong expected ad revenue growth (analysts ~$745M, +49% YoY). $1B share buyback authorized. - Stock dropped sharply on reports Reddit is reconsidering / may not renew its AI content licensing deal with Google. - Q2 results scheduled for after market close on Jul 30, conference call at 4:30 PM ET. $MSTR - Pure leveraged Bitcoin play (holds ~843k BTC). Update on accumulation strategy, BTC yield, or buybacks is critical. - Q2 results scheduled for after market close on Jul 30. - Stock has been hit hard by the recent Bitcoin selloff.
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