Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=dPyQvVGAhwy Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter MSFT, META & AMZN CapEx & AI ROI to Set Stock Market Tone [oxB8DNVtfHU] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT With four Mag 7 companies reporting earnings this week, Maria Llerena discusses the CapEx expectations for Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) after Alphabet (GOOGL) shares sold off when it increased figures. Nick Raich adds that Wall Street is focused more on the AI spending than profits its generating, urging investors to focus more on earnings than CapEx. Both believe short-term sell-offs will be buying opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #microsoft #meta #amazon #economy #finance #investing #marketnews #stock #stockmarket #trading #ive #schwabcoaching #msft #metaplatforms #amzn #apple #aapl #capex #earnings #ai #artificialintelligence #software #cloud #azure #socialmedia #facebook #instagram #ecommerce #datacenter #volatility 2U2Bfb4o4JI nCA1rcAAfdz W3CPkDlTXFH 9fUBIi0t0wR O5ry4tnRobs
With four Mag 7 companies reporting earnings this week, Maria Llerena discusses the CapEx expectations for Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) after Alphabet (GOOGL) shares sold off when it increased figures. Nick Raich adds that Wall Street is focused more on the AI spending than profits its generating, urging investors to focus more on earnings than CapEx. Both believe short-term sell-offs will be buying opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #microsoft #meta #amazon #economy #finance #investing #marketnews #stock #stockmarket #trading #ive #schwabcoaching #msft #metaplatforms #amzn #apple #aapl #capex #earnings #ai #artificialintelligence #software #cloud #azure #socialmedia #facebook #instagram #ecommerce #datacenter #volatility 2U2Bfb4o4JI nCA1rcAAfdz W3CPkDlTXFH 9fUBIi0t0wR O5ry4tnRobs