Specialist Sales 13 July 2026 J P M O R G A N JPM TECH SKETCH: META Q2 Preview – Hell or High Water(melon), GOOGL Q2 Preview – Gemini Fading?, EU Social Media Ban?, The State of AI Mark Schilsky | mark.schilsky@jpmorgan.com | +1 (212) 622-2668 SCHILSKY'S SNAPSHOT - META Q226 Earnings Preview – Hell or High Water(melon): The investor debate on META has shifted considerably over the past two weeks. Instead of debating 'How?' META is going to monetize its huge capex investment, the debate has not shifted to 'H ...