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Time now for what to watch. It is the busiest week of earnings season anchored by big tech.
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Four of the magnificent seven companies are reporting. On Wednesday, we’re going to hear from Microsoft, Meta and Tesla.
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And Microsoft, the focus is cloud capacity and whether AI demand is being constrained by data center bottle necks. Meta investors will be watching CAPEX closely as spending tied to AI infrastructure
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continues to rise faster than its peers potentially pressuring margins. And for Tesla, analysts are watching data around deliveries, pricing and progress on autonomy and AI.
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Coming after CEO Elon Musk said early production for the Cybercab and Optimus will be agonizingly slow.
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Apple then reports on Thursday with investors zeroed in on margins amid rising memory costs and iPhone demand trends.
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And if that’s not enough, there’s also a Federal Reserve decision. markets are widely expecting the central bank to hold rates, but the backdrop for the meeting, fierce political pressure from President Trump and the looming announcements of the president’s pick for the next Fed chair.
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The betting markets showing a late swing toward Black Rock’s Rick Reeder according to Polymarket, his odds now nearing 50%.