Investor Bryn Talkington mentioned Monday there are two components she is watching this week as main tech firms report earnings: advert income and discussions round synthetic intelligence. This week will see some Big Tech companies report quarterly outcomes, together with Microsoft , Google guardian Alphabet , Amazon and Facebook guardian Meta . Talkington mentioned the important thing for Alphabet and Meta can be of their advert income, as that comprised a piece of every firm’s high line. Getting a clearer have a look at Google’s advert income can even give buyers a way on how properly firms are doing, she mentioned, and promoting is essential to Meta as a result of it makes up 98% of whole income. On Microsoft, Talkington thinks the dialog will stay centered on AI and the prominence of OpenAI’s ChatGPT, whereas the corporate may gain advantage from a weaker greenback. “I think that like Apple, who last quarter had a tail wind from FX because the dollar was strong, the dollar [now] weakening should also be very creative to Microsoft,” Talkington, managing companion at Requisite Capital Management, informed CNBC Pro. Meanwhile, Talkington thinks Amazon is “a bit more of a harder tell,” particularly because the firm has traded decrease eight instances out of 10 after reporting quarterly outcomes. “I think unlike Meta, that’s come in and said, ‘We have efficiency, layoffs, efficiency, layoffs,’ Amazon is very different workforce [and] is still grinding through all of that spend they did, so I’m not sure … how the market will react to their earnings. But, if history is any guide, I would say it’s to the downside,” she mentioned. Check out the complete video for extra.