The first peak week of Q3 earnings season sees 1,885 companies reporting, with S&P 500 EPS growth holding strong at 29.5%. Despite mixed bank results and Meta's surprise AI capital expenditure causing investor caution, 83% of companies have beaten profit expectations. Attention now turns to tech giants Microsoft, Alphabet, Amazon, and Apple as investors scrutinize their AI infrastructure spending and cloud revenue growth. Additionally, seven S&P 500 companies have shifted their earnings dates, with later dates often signaling potential negative news.
Among the tech giants under scrutiny this earnings season, Apple leads with a market cap of $5.07 trillion on Pluang as of Oct 26, 2026 23:21 WIB, followed by Alphabet at $3.90 trillion and Microsoft at $3.89 trillion. Despite the cautious investor mood around AI spending, Microsoft’s shares gained 1.09% while Apple’s stock dipped 0.96% and Alphabet’s declined 0.22% in the last day on Pluang. Meta, with a market cap of $1.64 trillion and a dividend yield of 0.33%, saw a slight 0.17% drop in price during the same period.
The first peak week of Q3 earnings season has started, with 1,885 companies expected to report results. Overall, S&P 500 earnings per share growth remains strong at 29.5%. However, Meta's recent selloff due to heavy AI infrastructure spending has set...
Reddit's stock dropped 5% as investors reacted to its guidance for slower revenue growth in Q3 2026, signaling concerns about sustaining its rapid gains. Snap's stock also fell 3%, while Meta Platforms held steady with a slight increase, reflecting i...
Nebius CEO Arkady Volozh stated that while some capital sources like asset-backed financing and debt markets are temporarily closed, the company has a healthy balance sheet and is working with customer advances and other instruments to likely fund at...
Meta Platforms, Inc. is rated a Strong Buy with a price target of $851, implying a 32% upside. The company reported a 26% year-over-year revenue increase to $64.6 billion in Q3, driven by AI-enhanced advertising performance. However, margin pressures...
Meta Platforms posted strong 26% year-over-year revenue growth and optimistic Q4 guidance, driven by AI-enhanced ad pricing. However, rising capital expenditures and a new Class C share structure indicate a shift towards external funding, which may d...
