Tech earnings: AI spending moderation could prove detrimental

Market Intelligence Analysis

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Why This Matters

The upcoming earnings season is expected to bring significant attention to AI spending, with experts anticipating moderation in AI investments, which could have a detrimental impact on tech companies.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Earnings season is off to another busy week as Magnificent Seven companies prepare to release quarterly earnings results: Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) coming out on Wednesday, and Apple (AAPL) on Thursday.The S&P 500 (^GSPC) inches closer to a record milestone of 7,000 amid investor anticipation.Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander comes on Market Domination to talk more about the ROIC figures (Return on Invested Capital) that he expects to see from the AI hyperscalers this week.To watch more expert insights and analysis on the latest market action, check out more Market Domination.

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Original article published by Yahoo Finance on January 27, 2026.
Analysis and insights provided by AnalystMarkets AI.