The curtain falls on the "Technology Earnings Week" in the US stock market, AI narratives continue but hidden concerns still exist.

The "Tech Earnings Week" of the US stock market has come to a close. Many US tech companies such as Apple, SanDisk, Tesla, Meta, Microsoft, and ASML released their earnings reports this week, with generally good performance and most companies seeing their stock prices rise after hours. In the eyes of large tech giants, AI narratives are still accelerating, capital expenditure continues to increase, computing power remains in short supply, storage demand is strong, and the outlook for AI implementation is generally optimistic. However, there are still some concerns in the market about the potential return on investment for AI capital expenditures by tech companies.