InvestorOct 25, 2026

— AI reads— followers

Big week.

Microsoft and Alphabet report Wednesday after the close. Amazon on Thursday. And the Fed decides on Wednesday too.

Everyone will stare at earnings per share. A few cents above or below and the headlines write themselves.

I'll be looking at one line. Capex. How much they plan to pour into data centres next year, and whether anyone on the call can say when it pays back.

The question I keep coming back to is who is paying for AI. This week three of the biggest payers open their books.

The whole calendar is on Stocktwits: https://stocktwits.com/news-articles/markets/equity/what-to-expect-markets-this-week-oct-25-2026/cZUcyBcRBUp

Which one are you watching?

stocktwits.com

#investing #stocks #ai

Big week.

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You clicked "don't ask again". Your password went to GitHub.

What happens when the startup you trusted for years becomes a giant?

I created an AI team. What's next?

What does AI know about you when you are not in the room?