Q4 Earnings Beat, But AI Capex Clouds Big Tech Outlook
Q4 earnings beat expectations as Big Tech faces soaring AI capex and shifting market leadership. Explore what rising costs and broadening gains mean for investors.
February 8, 2026
Archive
Market Insights
Alphabet, Amazon Up Next As AI Spend Drives Tech Earnings
Alphabet and Amazon headline a pivotal earnings week as AI spending, tech guidance and market signals shape investor expectations in 2026. https://www.forbes.com/sites/bill_stone/2026/02/01/alphabet-amazon-up-next-as-ai-spend-drives-tech-earnings
February 1, 2026
Uncategorized
Earnings Heat Up: Apple, Microsoft, Meta And Tesla Headline
Big Tech earnings lead the week: Apple, Microsoft, Meta and Tesla report as the S&P 500 seeks direction and the Fed signals its outlook on
January 25, 2026
Uncategorized
Q4 2025 Earnings: S&P 500 Beats, Magnificent 7 Lags, Small Caps Pop
Q4 2025 earnings: S&P 500 beats; Magnificent 7 lag; small‑caps surge. What to watch – Netflix, 3M, J&J, P&G, Intel – and how a weaker
January 18, 2026
Market Insights
CPI, Earnings, and Jobs: Why the Fed May Hold Until April
Explore how jobs, inflation, and earnings data are shaping the Fed’s 2026 rate outlook: what it means for investors, markets, and recession risk. https://www.forbes.com/sites/bill_stone/2026/01/11/cpi-earnings-and-jobs-why-the-fed-may-hold-until-april
January 11, 2026
Market Insights
Lessons From The South Sea Bubble Amid Today’s AI Boom
Discover what the South Sea Bubble reveals about today’s AI boom, investor psychology, and how timeless lessons from history can guide smarter decisions now. https://www.forbes.com/sites/bill_stone/2026/01/04/lessons-from-the-south-sea-bubble-amid-todays-ai-boom
January 4, 2026