Big Tech earnings continue to come out, with some of the biggest names expected to report results next week. After the tech earnings posted this week and more layoffs hitting the tech sector, what should Wall Street be expecting? Jefferies Senior Analyst Brent Thill addresses the "excess waste still in the tech ecosystem" regarding potential job cuts to come and how AI is driving tech valuations ahead of earnings. "The biggest driver right now is... the AI bubble that we're in. Certainly, we believe in it, but as they say, everyone may be overestimating... the near-term and underestimating the long-term," Thill tells Yahoo Finance. "So, I think that's probably the biggest concern, especially for Microsoft (MSFT), which has been running with all these Copilot AI excitement..." For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Luke Carberry Mogan...