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Technology giant Microsoft (NASDAQ:MSFT) will be reporting earnings this Wednesday after market close. Here’s what investors should know.

Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.

Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.

Microsoft, Meta, Apple, and Amazon report this week. Filings show AI capex already draining free cash flow.

(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China

Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.

Meta will report its Q2 earnings after the bell on Wednesday.

Microsoft reported its Q4 earnings on Wednesday.

Microsoft will report its Q4 earnings after the bell on Wednesday.

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

(Bloomberg) -- Meta Platforms Inc. and BlackRock Inc. will establish a joint venture to build and operate a 1-gigawatt data center complex in Texas, adding to a wave of investment in the computing hubs that power artificial intelligence.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCit

(Bloomberg) -- AI’s decimation of call center jobs has begun.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCitadel Securities Sees Warsh Delivering Surprise Fed Rate HikeChip Rout Deepens on Circular Funding, China Competition FearsCompanies ranging from the Commonwealth Bank of Australia and Microsoft Corp. to Uber Technologies Inc. and Hyatt Ho

Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.

Meta’s data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift

(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse

Cloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.

<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>

Wall Street expects Azure growth and AI adoption to remain the key drivers.

Find insight on Microsoft, Shopify and more in the latest Market Talks covering Technology, Media and Telecom.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be

(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

S&P 500 companies' second-quarter earnings growth reached 70%, driven by the information technology

Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.

AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.