To The Moon

It’s a big week for U.S. tech earnings, with Microsoft, Meta Platforms, Apple, and Amazon all set to report their latest quarterly results.

Are billions of dollars in AI spending finally turning into real business growth? After Alphabet’s earnings sparked concerns over rising AI costs and heavy capital spending, markets are watching closely to see whether Big Tech can prove that AI investments are paying off. Cloud growth, AI monetization, advertising strength, and profit margins will be the key battlegrounds.

Which company will deliver the biggest surprise after earnings? $Apple(AAPL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$

🔍 Earnings Preview

$Microsoft(MSFT)$ (reports July 29, after the bell)

Analyst Estimates: Revenue $87.72B | Adjusted EPS $4.25

Microsoft remains one of the biggest AI winners, but the market now wants proof that its massive AI infrastructure spending can generate returns. Investors will be watching Azure growth, AI-related revenue, Microsoft 365 Copilot adoption, and the company’s data center investment plans.

Azure has been the biggest driver of Microsoft’s AI story. A stronger-than-expected cloud performance could reinforce the bullish AI narrative, while weaker growth may raise questions about whether spending is running ahead of demand.

🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here

$Meta Platforms, Inc.(META)$ (reports July 29, after the bell)

Analyst Estimates: Revenue $60.23B | Adjusted EPS $9.11

Meta enters earnings with two powerful forces working together: a strong advertising business and one of the most aggressive AI investment plans among tech giants.

The market will focus on whether AI is improving ad targeting and engagement, while also watching how higher infrastructure spending affects margins.

Investors will also pay close attention to Meta’s capital expenditure outlook, as the company continues building AI computing capacity.Can Meta turn AI spending into better ads — and eventually new revenue streams?

🕒 Earnings call: 4:30 a.m. SGT. To set a reminder, please click here

$Apple(AAPL)$ (reports July 30, after the bell)

Analyst Estimates: Revenue $108.85B | Adjusted EPS $1.88

Apple may be the most closely watched earnings report this week. Unlike Microsoft, Meta, and Amazon, Apple has taken a more measured approach to AI spending. Investors are looking for signs that iPhone demand remains strong and that Apple Intelligence can become a meaningful growth driver.

Key questions include: Can iPhone sales maintain momentum? Will Services continue to grow? And can Apple turn its AI strategy into the next growth cycle?

🕒 Earnings call: 5:00 a.m. SGT. To set a reminder, please click here

$Amazon.com(AMZN)$ (reports July 30, after the bell)

Analyst Estimates: Revenue $196.90B | Adjusted EPS $2.26

Amazon’s earnings story comes down to one key question: Is AWS ready for the next AI growth wave？Investors will be watching AWS growth, AI cloud demand, retail profitability, advertising momentum, and future capital spending plans.

Amazon has continued investing heavily in AI infrastructure, but the market wants to see when those investments will translate into stronger financial results.A strong AWS performance could become a major catalyst for the stock.

🕒 Earnings call: 5:00 a.m. SGT. To set a reminder, please click here

Which stock do you think will perform best after earnings?

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⏰ Event Duration

• From July 28 to July 30 at 04:00 SGT