The bar is higher for technology heading into the new earnings season, says Liz Ann Sonders of Charles Schwab. She tells investors to keep an eye on the reaction to AI spending figures compared to ROI, particularly as Alphabet (GOOGL) reports earnings Wednesday. Liz Ann says the outlook is important, too, as direction of Mag 7 earnings can paint a clearer picture for the rest of the S&P 500 (SPX).