Jul. 27 at 8:50 PM
Big week ahead for the market. 👀
The Fed decision hits Wednesday at 2PM, then two hours later we get earnings from AI giants:
$MSFT and
$META
The bigger question isn’t just rates — it’s whether the AI spending cycle is still accelerating.
Fed officials recently noted spending on chips, servers, and data center equipment is growing near 25% annually. Meanwhile,
$GOOGL raised its data center spending plan to
$195B-
$205B.
Now investors are watching if Microsoft and Meta continue expanding AI CapEx and whether those investments turn into real revenue growth.
The market still faces uncertainty:
• Fed policy & inflation
• US-Iran tensions & oil prices
• Hyperscaler AI spending
• AI IPO momentum
• Big Tech earnings
My view: The Fed likely holds, but the real market catalyst comes after the close when
$MSFT and
$META reveal their AI investment plans.
The AI infrastructure story is still the key theme I’m watching.
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