00:00 Speaker A
Now it’s time to watch. It’s the busiest week of earnings season, dominated by big tech companies.
00:04 Speaker A
Four of the seven great companies are reporting. On Wednesday, we’ll hear from Microsoft, Meta, and Tesla.
00:10 Speaker A
For Microsoft, the focus is on cloud capacity and whether AI demand is limited by data center bottlenecks. Meta investors will keep a close eye on capital spending as it relates to AI infrastructure
00:18 Speaker A
Continuing to grow faster than peers could put pressure on margins. For Tesla, analysts are looking at data on deliveries, pricing and progress on autonomous driving and artificial intelligence.
00:24 Speaker A
Previously, CEO Elon Musk said that early production of Cybercab and Optimus would be extremely slow.
00:30 Speaker A
Apple reported Thursday that investors are focusing on profit margins due to rising memory costs and iPhone demand trends.
00:36 Speaker A
If that’s not enough, there’s also the Fed’s decision. The Fed is widely expected to keep interest rates on hold, but the meeting comes against the backdrop of intense political pressure from President Trump and the impending announcement of the next Fed chair.
00:46 Speaker A
The betting market is tilting late in favor of Black Rock’s Rick Reeder, with odds currently approaching 50%, according to Polymarket.
