AI Capex Clouds The Tech Horizon, Even As Meta And Tesla Shine
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Christine Short336 FollowersFollow5ShareSavePlay(9min)CommentsSummaryWith roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%.This week, Alphabet, Amazon, and several consumer names take the stage as peak earnings season hits its stride.Potential earnings surprises this week: Disney, CME Group, Take-Two Interactive, Phillips 66 and more. Userba011d64_201/iStock via Getty Images Mixed Signals in the Mag 7: AI Spending Rattles Big Tech Headline whiplash returned to US equity markets last week, but this time the drama wasn't geopolitical. On Thursday, the tech-heavy Nasdaq fell 1.3% as the market digested mixedThis article was written byChristine Short336 FollowersFollowWall Street Horizon provides institutional traders and investors with the most accurate and comprehensive forward-looking event data including earnings calendars, dividend dates, option expiration dates, splits, investor conferences and more. Covering 9,500 companies worldwide, we offer more than 40 corporate event types via a range of delivery options. By keeping clients apprised of critical market-moving events and event revisions, our data empowers financial professionals to take advantage of or avoid the ensuing volatility.