AI ETF Newsletter: Four Tech Earnings to Test Valuations as Stocks Diverge 100 Points
alejandroll10 · x · 2026-07-31
The AI ETF Newsletter's latest post, 'Four days of earnings test who deserves the price tag,' highlights that four expensive tech companies report earnings between August 3-6. Despite the same rate environment, their stock performance diverges by nearly 100 percentage points this year. One company loses money on operations yet closed at a yearly high on July 30; another keeps 43 cents of operating profit per dollar of sales. The piece argues that higher rates should punish all equally, but that hasn't happened, and valuation isn't the differentiator.
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