Why Microsoft, Meta, Amazon, and Google earnings matter for Nvidia
View original at finance.yahoo.comWhy Microsoft, Meta, Amazon, and Google earnings matter for Nvidia Over the next couple of weeks, executives in hoodies and tailored suits will sit under flattering lighting and explain why they’re spending like the future has a delivery deadline…
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AWS regained the lead in net new dollars added
80% confidenceAWS has secured significant AI capacity over the next several years
80% confidenceAlphabet has solid fundamentals likely ahead of Street expectations going into earnings
80% confidenceIncremental releases from OpenAI are a wildcard but something to worry about after the print
80% confidenceMeta's AI system functions as a demand machine and the market is underestimating how much runway this creates
80% confidenceAI spending represents a frenzy that is reshaping markets and pulling the entire supply chain including semiconductors, data centers, and power infrastructure
80% confidenceLack of growth acceleration due to capacity constraints will keep Microsoft shares range-bound despite constructive view on AI workloads
80% confidenceMicrosoft will deliver another quarter of robust results with Azure growth beatable and AI capex expected to continue accelerating throughout FY26
80% confidenceAlphabet is the king of all AI trades due to its footprint across the entire AI tech stack
80% confidenceMicrosoft is fully committed to the AI buildout
80% confidenceMeta will deliver a modest beat and raise for Q4 with potential risk to Wall Street's 2026 total expenditure and capital expenditure assumptions
80% confidenceAmazon is a top large-cap tech pick for 2026
80% confidence