Tech at Davos; Netflix and Intel Earnings on Deck This Week

We have a change of pace this week after the AI dramas of the past few days. President Donald Trump’s latest tariff assault on Europe, related to his aspirations for owning Greenland, will have markets jumpy—as we saw on Monday. Maybe a deal can be worked out at the annual World Economic Forum confab at Davos, which started today. Expect to see endless television shots of news anchors and Very Important Persons standing in the snow wearing bulky jackets of various styles. The Information's editor in chief, Jessica Lessin, is in Davos. You can check out her dispatch below.

Back at home, we’re entering tech earnings season, with Netflix reporting on Tuesday and Intel on Thursday. The two earnings reports will be closely watched, although for very different reasons. Netflix’s earnings have lately become predictably solid—the video-streaming giant has averaged 15% revenue growth in the past five quarters. For the fourth quarter, it has projected its revenue will increase 16.7%. (It no longer reports its subscriber count, a sign that number is no longer growing dramatically.) What will be interesting this time around, though, is any commentary about its intentions in the bidding war for Warner Bros. Discovery.