Big Tech Earnings Take Center Stage: 10 Stocks to Watch This Week

The busiest week of the U.S. earnings season is underway, with several market heavyweights set to report quarterly results. Investors will closely track these earnings for clues on AI spending, consumer demand, corporate profitability and the broader economic outlook. The results could set the tone for global markets in the days ahead. (Source: Kiplinger, MarketBeat Earnings Calendar)

Microsoft and Meta Platforms will report earnings on Wednesday, with both companies expected to provide fresh updates on their artificial intelligence strategies. Investors will focus on Microsoft's Azure cloud growth, AI monetisation and capital spending, while Meta's advertising business, AI investments and future spending plans will be closely watched.

Apple and Amazon will announce their quarterly results on Thursday. Apple is expected to provide updates on iPhone demand, services revenue and AI initiatives, while Amazon's earnings will offer insights into AWS cloud growth, retail performance and the impact of continued investments in artificial intelligence.

Beyond Big Tech, companies such as Visa, PayPal, UPS and Starbucks will provide a snapshot of consumer and business activity. Their earnings are expected to reveal trends in digital payments, shipping demand, discretionary spending and the pace of recovery in key international markets, including China.

Exxon Mobil and Chevron are scheduled to report on Friday after oil prices climbed toward $100 a barrel amid escalating tensions in the Middle East. Investors will assess whether higher crude prices boosted earnings and what the companies expect for production, capital spending and shareholder returns.

Several other widely followed companies, including Boeing, Robinhood, AbbVie, Seagate Technology, F5 Networks, Nucor and Celestica, are also set to announce results this week. Their earnings will provide insights into sectors ranging from aerospace and healthcare to semiconductors, AI infrastructure and industrial demand.

The packed earnings calendar coincides with the Federal Reserve's latest policy meeting, making it one of the most important weeks for financial markets. Strong or weak results from major technology companies could influence investor sentiment, reshape expectations for AI-led growth and determine the near-term direction of U.S. equities.