tech sector

Next week marks a busy earnings season with over 150 S&P 500 companies reporting, especially tech giants like Alphabet, Amazon, Apple, Meta, and Microsoft. Key companies to watch include Corning (strength in optical communication), Boeing (737 Max production ramp-up), Starbucks (turnaround strategy progress), Bristol Myers Squibb (drug trial updates), Eli Lilly (GLP-1 drug viability), Linde (stability). Amazon needs to show AWS revenue acceleration, while Apple’s iPhone demand and services growth are in focus.

A new report indicates that AI is significantly impacting the job market, particularly affecting young tech professionals. Over 10,000 U.S. jobs were lost to AI in the first seven months of 2025. The unemployment rate for recent graduates has surged to 8.1%, with younger tech workers experiencing disproportionate job losses. While AI automation contributes significantly, economic slowdown and policy uncertainties also play a role. White-collar jobs are most affected, as AI overlaps with their skill sets.

Insider transactions surged 23% YoY last quarter, contrasting a 15% decline in derivative awards, signaling shifting executive compensation strategies. Tech insiders accelerated option exercises before expiration dates, while energy leaders reinvested in ESG-compliant assets. Despite automation upgrades, 12% of SEC Form 4 filings still require manual corrections. Proprietary algorithms identified connections between Thursday afternoon trades and covert earnings campaigns. Pension funds transferred $4.2B in securities under Rule 101(c), and university endowments rebalanced portfolios discreetly using transaction thresholds that appear to precede algorithmic trading surges by 48-72 hours. These patterns may influence upcoming derivative disclosure standard reforms under consideration through Q1. Compliance teams are intensifying ethical framework adaptations amid increasing scrutiny of trading during blackout periods and the quantitative advantages some transactions provide.