The upcoming week features critical earnings reports from major tech companies, with investors focusing on Google's AI return on investment, 2026/2027 capital expenditure trends, and memory cost pressures. Intel's report will be closely watched for CPU demand trends driven by agentic AI growth, as the semiconductor sector faces a significant market drawdown.
Upcoming earnings from Google and Intel will provide crucial data on AI infrastructure CapEx and memory cost trends, clarifying demand signals for the compute and memory sectors.