Monday, July 27, 2026

MSFT, META & AMZN CapEx & AI ROI to Set Stock Market Tone

MSFT, META & AMZN CapEx & AI ROI to Set Stock Market Tone | Schwab Network
With four Mag 7 companies reporting earnings this week, Maria Llerena discusses the CapEx expectations for Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) after Alphabet (GOOGL) shares sold off when it increased figures. Nick Raich adds that Wall Street is focused more on the AI spending than profits its generating, urging investors to focus more on earnings than CapEx. Both believe short-term sell-offs will be buying opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X –   / schwabnetwork   Follow us on Facebook –   / schwabnetwork   Follow us on LinkedIn -   / schwab-network    

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lLooks like a Moody Monday...

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