๐ญ Biggest earnings week of the year: $META $MSFT Wed, $AAPL $AMZN Thu โ AI capex in focus
Four Mag 7 names report in the next four days, and the stakes are high after Alphabet's capex bomb last week. Meta has already flagged a $125-145B AI budget for 2026 โ investors want to know the ROI. Microsoft, Amazon, and Apple face the same question. S&P 500 companies are on pace for 38% year-over-year earnings growth in Q2, but overspending fears could overshadow any revenue beat. A Fed meeting also lands this week. Not financial advice. Which report do you think moves the market most โ and in which direction?