By TradingView
Publication Date: 2026-10-26 07:39:00
Key points:
- Microsoft, Alphabet report earnings
- Big spending to be main focus area
- Expectations are a high bar to meet
Microsoft and Alphabet report after the Fed decision, putting cloud growth, capital spending and cash generation at the center of a pivotal session for technology stocks.
📅 Two earnings reports follow the Fed
- Microsoft and Alphabet report Wednesday, after the US close. Alphabet’s conference call begins at 4:30 p.m. ET, followed by Microsoft at 5:30 p.m.
- But before that, the Fed announces its decision at 2 p.m., giving traders successive updates on borrowing costs and the businesses financing the AI expansion.
- Microsoft’s fiscal first-quarter consensus stands near $90.6 billion in revenue and $4.71 in adjusted earnings per share. Those figures imply around 17% revenue growth and 14% earnings growth.
- Alphabet’s third-quarter expectations are $127.9 billion in revenue and $3.00 per-share earnings. That represents roughly 25% sales growth and 4.5% earnings…
