Overview
- Four trillion‑dollar tech giants will post quarterly results after markets shut, a cluster of reports that could sway major indexes.
- Revenue growth is the key yardstick because it shows whether AI data centers, chips and software are lifting the top line.
- Analysts will also study operating earnings for signs that rising depreciation from new infrastructure is squeezing margins.
- Company checklists include Google Cloud trends and any Gemini impact on search costs, AWS momentum versus Azure, Meta’s ad sales, and Microsoft’s Azure and Copilot uptake.
- A miss on sales or higher spending plans paired with flat growth could jolt tech shares, which recently rebounded to record highs.