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Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.
Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.
Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.
Meta Stock Faces Big Test as AI Spending Hits Center Stage
Social network operator Meta Platforms (NASDAQ:META) will be reporting earnings this Wednesday after market close. Here’s what to expect.
The venture will fund the construction and operation of the campus, which Meta says will provide the compute capacity needed to train and deploy next-generation AI models.
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant’s stock.
Wall Street is headed for its busiest week of the earnings season and while earnings have been strong so far, one thing is clear: Good isn't good enough for tech companies. Amazon, Microsoft, and Meta are some of the 170 companies reporting earnings this week after Alphabet and Tesla set the stage last week. More than 130 S&P 500 companies have already reported earnings, with most beating earnings expectations, but whether those earnings beats translated into a move higher for the stocks was a more complicated story.
The social media company may also become a cloud computing provider.
It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.
The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
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