Jul. 27 at 2:53 PM
The biggest AI infrastructure week of the quarter is here.
Microsoft, Meta, Apple, and Amazon all report within 48 hours of the Fed decision — and all eyes will be on one thing:
AI CapEx guidance.
Key names to watch:
Tue:
$PYPL $KLAC $STX $GLW $TER V
The market already knows AI demand is strong. The bigger question is whether hyperscalers are willing to keep spending at record levels.
Higher CapEx could continue benefiting the AI supply chain — semiconductors, networking, power, and data centers.
But with the Fed decision in the middle of earnings, expect volatility.
The next 48 hours could reshape the AI trade.
Which company’s CapEx update are you watching most closely?
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