Microsoft, Apple, Amazon, Meta, and Visa reports may set tone for AI spending, consumer demand, and H2 profit outlook.
Earnings season accelerates next week with reports from 25 major companies, including Microsoft, Apple, Amazon, and Meta. Investors will focus on AI investment levels, consumer demand trends, and second-half guidance amid macroeconomic uncertainty.
Key releases include Visa and Mastercard on Tuesday and Wednesday, respectively, alongside Boeing, Coca-Cola, and Procter & Gamble. Semiconductor stocks like Qualcomm, Lam Research, and ARM will provide insights into enterprise spending and chip demand.
The week closes with energy giants Exxon Mobil and Chevron, whose results may reflect oil price volatility and refining margins. Market reaction could hinge on management commentary around tariffs, labor costs, and corporate profit resilience.