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Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.

Strong cloud demand may not silence spending concerns

By Purvi Agarwal, Tharuniyaa Lakshmi and Avinash P July 29 (Reuters) - European shares edged lower on Wednesday, as diverging results from French luxury groups weighed on the broader sector, while

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...

A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam. Every chipmaker on five continents is watching.

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

Options imply a 6.6% move after earnings.

Amazon reported its Q2 earnings after the bell on Thursday.

Options traders expect a roughly $190 billion swing in Microsoft's market value after it reports earnings on Wednesday, an unusually large move that underscores investors' growing eagerness to see if billions of dollars in ‌AI spending are beginning to pay off. By comparison, over the last 12 earnings cycles, Microsoft has averaged a 4.8% implied move and a 4.4% actual move, Option Research & Technology Services (ORATS) data ​showed. The significantly higher pricing this quarter suggests that investors view Microsoft — one of the hyperscalers whose massive AI capital spending is at the heart of this year's AI rally and the broader bull market — as central to the AI earnings story.

Tech giant Microsoft is set to report earnings today after the market close, and investors will be listening to hear whether the company expects to maintain the rapid growth at its cloud business, Azure. In its last quarterly earnings call, Microsoft said it expected roughly $190 billion in capex this calendar year, but the firm only spent about $30 billion in the first three months of the year. Microsoft shares closed up 1.1% yesterday, but they are 19% lower so far this year.

Microsoft stock, down earlier this year, is up 5.5% in the past month. The answers to three AI-related questions could determine whether shares continue to gain.

Meta could deliver a record quarter for its core advertising business. But Wall Street will look past that for the latest on the company’s AI spending.

As investors await Microsoft Corp’s (NASDAQ:MSFT) quarterly results, Gene Munster argues the company’s long-term AI strategy—not its near-term earnings—will determine whether it can maintain its market leadership. Munster Says Microsoft’s AI Transition Matters More Than Earnings Ahead of Microsoft’s earnings report on Wednesday, Deepwater Asset Management’s managing partner said that Wall Street is focused on the wrong metric, arguing that the software giant’s biggest challenges lie years ahead

The veteran tech investor says Microsoft’s long-term valuation will depend less on quarterly results and more on how it adapts to AI-driven software and pricing changes.

Microsoft stock headed higher Tuesday, building on two straight advances as investors awaited the tech heavyweight's fourth-quarter earnings report due Wednesday. Is Microsoft stock a buy or sell now? Coming into Tuesday's session, the stock had risen more than 10% from its June lows and was running into its 50-day moving average.

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.

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

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.

Meta will report its Q2 earnings after the bell 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

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,

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

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

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

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.

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.