Xin Lang Cai Jing·2026-01-22 10:08Group 1 - Intel will be the first major U.S. company to report earnings in the current tech earnings season, with the report expected after market close on the 22nd [1][2] - Artificial Intelligence (AI) is anticipated to be a focal point in this earnings season, with investors keen on how major tech firms will monetize their substantial investments in this area [1][3] - Investors are particularly interested in Intel's PC chip sales, with potential performance boosts from Microsoft's discontinuation of Windows 10 support, although ongoing global memory shortages may dampen sales outlook [1][3] Group 2 - The performance of the "Big Seven" tech stocks is showing divergence, attributed to the ongoing AI investment race, which has led to a differentiation among these companies [2][3] - Michael Hartnett, a strategist at Bank of America, noted that the initial grouping of these stocks was due to their size and operational strength, but the AI arms race has caused a split among them [2] - There is an expanding range of stocks benefiting from AI investments, suggesting that new "Big Seven" companies will emerge, particularly those demonstrating that AI is transforming their large businesses [2][3]