Big Tech Earnings Under Scrutiny Amid Fed Rate Decision

This week, four of the world's largest tech companies - Microsoft, Meta, Apple, and Amazon - will report their earnings within two days. The Federal Reserve will also announce its latest interest rate decision on Wednesday, which could be one of the most important weeks of the current US earnings season.

The market focus has shifted beyond whether big tech can continue to grow. Investors are keen to know if these companies can generate enough revenue and profit from AI investments in data centers, chips, and computing power.

Microsoft will report its fiscal 2026 fourth-quarter results after the US market closes on Wednesday, with investors focusing on Azure growth and enterprise AI demand. Meta needs to prove that its ad business can sustain AI expansion, while Apple's earnings will test iPhone demand and AI strategy.