NEWEarnings

Amazon (AMZN), Meta, Microsoft Face Investor Skepticism After Google Dip

Published on 7/28/2026

#AMZN#MSFT#GOOGL#Earnings#Capex
Amazon (AMZN), Meta, Microsoft Face Investor Skepticism After Google Dip

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Shares of Alphabet, Google's parent, fell 7% following a capex forecast increase for 2026 announced alongside its second-quarter earnings. This news has affected investor sentiment towards Amazon (AMZN), Meta, and Microsoft, which will report quarterly results soon. Analysts expect Microsoft to report $190.1 billion in capex and Amazon's forecast rose nearly $2 billion to $207.4 billion. The situation may lead to increased scrutiny on infrastructure investments, impacting the stocks of these companies in the near term.

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