Shay Boloor(@StockSavvyShay):EARNINGS SEASON IS OFFICIALLY HERE The Futurum Equities YouTube channel will be releasing a series of Earnings Edge videos covering my reaction to each company’s results and what they mean going forward: • If Robotaxis and Optimus can defend the $TSLA premium • If higher CapEx can keep Cloud and Search rolling at $GOOGL • If server CPU momentum and Foundry engagements can rebuild confidence in $INTC • If AI can expand the total value of $NOW platform rather than simply shift its existing revenue mix

2026.07.19 16:21

EARNINGS SEASON IS OFFICIALLY HERE The Futurum Equities YouTube channel will be releasing a series of Earnings Edge videos covering my reaction to each company’s results and what they mean going forward: • If Robotaxis and Optimus can defend the $TSLA premium • If higher CapEx can keep Cloud and Search rolling at $GOOGL • If server CPU momentum and Foundry engagements can rebuild confidence in $INTC • If AI can expand the total value of $NOW platform rather than simply shift its existing revenue mix