Darcy Dortch PBEn

#Mag7Earnings The "Receipts" Era: Why This Mag 7 Earnings Week is Different. The honeymoon phase for AI is officially over. As we head into the biggest earnings week of 2026, the market has stopped asking "What is AI?" and started asking "Where is the money?" 💸 With Microsoft, Meta, Tesla, and Apple all reporting within 48 hours, here’s what I’m watching: The Capex Collision: These giants are on track to spend over $600B on AI infrastructure this year. Wall Street is no longer giving a "hall pass" for high spending; they want to see expansion in cloud margins (Azure/AWS) and ad efficiency (Meta). The Apple-Alphabet Pivot: With rumors of Gemini-powered Siri finally hitting the mainstream, $AAPL is under the microscope to prove its "Apple Intelligence" isn't just a defensive play, but a growth engine. The Great Rotation: For the first time in years, the "S&P 493" is breathing. To keep their crown, the Mag 7 must deliver a "perfect" beat-and-raise. The Big Question: Can big tech maintain its 18% profit growth lead, or are we witnessing the dawn of a "Choose Your Bottles" market where only 2 or 3 of the 7 actually outperform? #Investing #BigTech #EarningsSeason #AI #StockMarket2026Company Ticker Date Expected EPS Key Theme to Watch Microsoft MSFT Jan 28 ~$3.86 Azure growth & Copilot adoption Tesla TSLA Jan 28 ~$0.44 Auto margins & Robotaxi timeline Meta META Jan 28 ~$8.16 Ad revenue vs. $100B+ AI spend Apple AAPL Jan 29 ~$1.73 iPhone 17 cycle & "Gemini" Siri integration Alphabet GOOGL Feb 4* ~$2.45 Search resilience & YouTube growth Amazon AMZN Feb 5* ~$1.97 AWS margins & advertising momentum Nvidia NVDA Feb 25* ~$1.25 Data center demand & Blackwell chips$BTC