The five largest technology companies this week will release their Q2 earnings in succession, as the market closely scrutinizes returns on AI capital expenditure. On Tuesday, SK Hynix released its first financial report since listing on Nasdaq; on Wednesday, Microsoft and Meta published their reports on the same day; on Thursday, Apple and Amazon released their reports on the same day—this is also Tim Cook’s last earnings call as Apple CEO.
This week’s top five tech earnings calendar: SK Hynix, Microsoft, Meta, Apple, and Amazon
According to the report in this article, the schedule for releasing major tech earnings this week is as follows:
Tuesday (July 29): SK Hynix (SK Hynix) releases its first quarterly report since listing on Nasdaq; the market expects Q2 sales of 84.1 trillion won
Wednesday (July 30): Microsoft; analysts estimate 2026 capital expenditures of $238 billion
Wednesday (July 30): Meta; facing a competitive squeeze as Alphabet’s cloud business grew 82% quarter over quarter
Thursday (July 31): Apple; MarketBeat projects Q2 revenue nearing $108.9 billion; Tim Cook’s last earnings call as CEO
Thursday (July 31): Amazon; releases on the same day
Apple: Tim Cook’s last earnings call as CEO
According to the original report, Apple stock closed at $333 on July 24, setting a new all-time high. Apple’s earnings this week will be Tim Cook’s last earnings call as CEO. Apple has long followed a “light-asset AI strategy,” avoiding large-scale capital expenditures for AI compared with competitors. Analysts (MarketBeat) expect Q2 revenue to be close to $108.9 billion.
As memory prices rose and squeezed lower-priced mobile competitors, Apple stock began to show relative advantages earlier this month.
Microsoft: scrutiny of $238 billion in AI capital expenditure
According to the original report, analysts estimate that Microsoft’s 2026 capital expenditures will reach $238 billion, and the market will assess whether Microsoft can offset continuously rising memory chip costs by controlling spending.
For Meta, investors have grown increasingly skeptical about its AI spending and have shifted funds toward Google. Alphabet’s cloud computing division grew 82% in the previous quarter, and Wall Street now hopes Meta can reach a similar level.
FAQ
Which five major tech companies will release earnings this week?
According to the original article, the five companies releasing Q2 earnings this week are: SK Hynix (Tuesday), Microsoft (Wednesday), Meta (Wednesday), Apple (Thursday), and Amazon (Thursday).
What is the most recent historical high for Apple stock?
According to Trading View data, Apple stock closed at $333 on July 24, setting a new all-time high; analysts (MarketBeat) expect Apple’s Q2 revenue to be close to $108.9 billion.
Why is market attention on this week’s earnings reports especially high?
According to the original article, during the same week when the top five earnings reports are released, the FED will also announce its interest rate decision; plus, after Brent crude broke above $100 per barrel, it then fell back by more than 7% as the Middle East situation eased—multiple variables are converging in the same week.
