patrickc

From today, the biggest week for #Mag7Earnings is starting! The market's full focus in the first quarter of 2026 is on 7 giants that dictate the direction of the S&P 500. ​Here are the key points you should keep in mind this earnings season: ​🕒 Who is reporting when? (This Week) ​Wednesday (Jan 28): Microsoft ($MSFT), Meta ($META), and Tesla ($TSLA). ​Thursday (Jan 29): Apple ($AAPL) and Alphabet ($GOOGL). ​In the coming days: Amazon ($AMZN) and Nvidia ($NVDA). ​🔍 Focus Points: ​AI Spending vs Returns: Investors no longer just want to hear "AI AI"; they want to see when the billions of dollars spent will turn into profits. The Cloud growth of Microsoft and Google will be a major proof of this. ​iPhone & China: Demand for Apple in China and their new Gemini-integrated AI (Siri updates) will be the biggest trigger. ​Tesla’s Margins: Has Tesla been able to stabilize its margins? Everyone will be watching the autonomy and Robotaxi roadmap. ​Meta's Ad Revenue: It will be interesting to see how much AI usage in advertising benefits Meta. ​📉 Market Sentiment: ​At the start of 2026, the Magnificent 7 are somewhat "diverging". Alphabet and Amazon are currently leading, while Microsoft and Apple are showing pressure. These earnings will determine whether the "Bull Run" will continue or if we will see a significant "Correction". ​Which stock do you have in your portfolio? Let us know in the comments! 👇#Mag7Earnings $BTC $BNB $SOL ​