Microsoft, Meta, Amazon, and Apple will report their earnings within two days this week, drawing close attention from crypto investors. Microsoft's Q4 fiscal 2026 results kick off the sequence on July 29, with analysts predicting earnings per share between $4.22 and $4.24 and revenues around $87.5 billion. The conference call is slated for 2:30 PM Pacific Time.
On the same day, Meta will disclose its Q2 fiscal 2026 figures, with expected EPS ranging from $7.18 to $7.24. Meta’s earnings call follows the next day at 1:30 PM PT. The following day, Apple and Amazon release their results: Apple’s Q3 EPS is projected near $1.86 with a call at 2:00 PM PT, while Amazon’s Q2 forecasted EPS stands at approximately $1.85, with their call also at 2:00 PM PT.
AI Spending to Steer Market Sentiment
All four companies have major stakes in AI development. Microsoft’s Azure powers OpenAI products, while Meta’s hefty investments in AI training infrastructure signal aggressive expansion. Amazon Web Services remains the dominant cloud provider worldwide. Apple, known for its slower AI adoption, faces pressure to prove its on-device AI is driving hardware sales. Investors will be closely listening to how each company discusses AI spending, which could reveal whether the surge in investments is continuing, leveling off, or losing momentum.
