Arabic version: أرباح شركات التكنولوجيا الكبرى واجتماع الفيدرالي يحددان تركيز الأسواق
According to Cnbc, Amazon, Meta Platforms, Microsoft and Apple will headline the busiest week of the summer earnings season, while the Federal Reserve holds its July policy meeting following rekindled Middle East tensions. Ten Club names are scheduled to report, with Wall Street estimates for revenue and earnings per share supplied by LSEG and other operating estimates by FactSet.
Boeing starts the earnings run Tuesday morning. Investors will focus on free cash flow, full-year guidance currently set at $1 billion to $3 billion, 2026 plane-delivery expectations of 500, and the timetable for raising monthly 737 Max production. Wall Street expects second-quarter revenue of $24.25 billion and a loss of 30 cents per share. Corning also reports Tuesday, with attention on its data-center infrastructure opportunity, the potential move from copper wiring to fiber optics, and its Springboard growth initiative.
Wednesday brings Procter & Gamble and Starbucks before Meta and Microsoft report in the evening. P&G faces softer U.S. consumer trends, higher oil prices and supply-chain pressures involving chemicals used in cleaning products. Starbucks investors will look for sustained same-store sales growth, improved adjusted operating margins and the effect of elevated gas prices on purchases away from home. For Meta and Microsoft, AI capital-expenditure plans, computing capacity and cloud demand will be central questions. Azure growth remains a key Microsoft metric, while Meta’s AI spending and potential future cloud plans will be closely watched.
Amazon and Apple report Thursday night. Amazon Web Services growth will be compared with Azure and Google Cloud, while capital spending, AI-model demand and Prime Day’s contribution to retail results will draw attention. Apple’s Services business, memory-price pressures, gross margin and customer response to higher Mac and iPad prices are expected to feature in discussions. Linde and Eaton close the reporting slate Friday morning, with investors monitoring industrial volumes, semiconductor and electronics demand, AI-related infrastructure spending, orders and backlog growth.
