[Comment to Earn Points] Apple, Meta, Microsoft, and Amazon all report this week! Who will emerge as the winner in the AI battle among these four tech giants?

This week marks the peak of the U.S. earnings season! Tech stocks are about to face their most critical week yet!

Apple, Meta, Microsoft, AmazonThe four tech giants are set to release their latest earnings reports in quick succession:$Meta Platforms (META.US)$has announced it will release its Q2 2026 results after U.S. market close on July 29 and hold its earnings call the same day;$Microsoft (MSFT.US)$ will also report Q4 FY2026 results. Market focus is shifting from 'whether revenue beats expectations' to 'whether AI investments are finally generating returns.' The report is scheduled for release after U.S. market close on July 31 Eastern Time,$Apple (AAPL.US)$Q3 FY2026, $Amazon (AMZN.US)$The Q2 2026 earnings reports will serve as a crucial window for investors to assess the fundamentals of these tech giants and the progress of their AI commercialization efforts.

The core keyword of this earnings season remains:AIOver the past year, tech giants have continued to ramp up investments in large AI models, cloud computing, AI chips, data centers, and application ecosystems. The market is no longer satisfied with grand narratives like 'AI will transform the future'—it now wants to see whether AI can genuinely translate into revenue, margin improvement, and long-term growth momentum.

Meanwhile, divergence among tech stocks is intensifying. Companies that can demonstrate monetization of their AI investments stand to continue enjoying valuation premiums; conversely, those facing persistently high capital expenditures, margin pressure, or insufficiently strong management guidance may see more pronounced stock price volatility.

🔎 Quick Look at Key Highlights from the Big Four’s Earnings Reports

🍎 Apple: Can iPhone sales, services revenue, and the AI ecosystem support its valuation?

Analysts expect Apple to report Q3 FY2026 revenue of $108.89 billion, up 15.80% year-over-year, and earnings per share (EPS) of $1.89, an increase of 20.64% year-over-year.

Key focus areas for Apple remain iPhone sales, services revenue, gross margins, and progress on Apple Intelligence. In the near term, investors will watch hardware demand and the resilience of the services business; over the long term, the critical question is whether AI can strengthen ecosystem stickiness and provide fresh momentum for future upgrade cycles. If management can offer clearer guidance on AI product timelines and monetization pathways for services, market sentiment toward Apple’s long-term growth potential could reawaken.

👥 Meta: Can ad growth and AI investments continue advancing in parallel?

Analysts expect Meta to report Q2 2026 revenue of $60.258 billion, up 26.82% year-over-year, and EPS of $7.226, up 1.21% year-over-year.

Meta’s core drivers remain ad revenue, user engagement, Reels monetization, the Threads ecosystem, and improvements in ad efficiency driven by AI-powered recommendation systems. The market will also monitor whether AI and infrastructure investments are weighing on margins. If Meta can prove that AI not only enhances user experience but also boosts ad revenue, its stock price could remain supported. Given that advertising remains the profit engine, AI’s ability to consistently improve ad conversion rates will directly shape how the market assesses Meta’s growth quality.

☁️ Microsoft: Can cloud computing and AI continue delivering on growth expectations?

Institutions expect Microsoft to report Q4 FY2026 revenue of $87.672 billion, up 14.69% year-over-year; earnings per share (EPS) are expected to reach $4.217, an increase of 15.54% year-over-year.

Microsoft’s focus lies in Azure, Microsoft 365, Copilot, enterprise AI services, and the pace of capital expenditures. Investors are most concerned about whether AI is materially driving cloud business growth and whether Copilot’s commercialization can further amplify Microsoft’s software ecosystem advantages. If Azure growth and Copilot adoption continue to deliver positive signals, Microsoft could still be viewed as one of the clearest examples of successful AI monetization.

📦 Amazon: Can AWS, advertising, and e-commerce margins all drive growth simultaneously?

Institutions expect Amazon to report Q2 2026 revenue of $195.971 billion, up 16.86% year-over-year; EPS is expected to reach $1.816, an increase of 8.12% year-over-year.

Key points for Amazon center on AWS growth, advertising revenue expansion, and improved e-commerce profitability. Whether AI demand continues to boost cloud computing revenue is critical for the market’s assessment of AWS competitiveness; meanwhile, advertising performance and operational efficiency will determine Amazon’s earnings elasticity. If all three business segments show concurrent improvement, Amazon could demonstrate that its growth isn’t reliant on a single engine.

So, among the Big Four tech giants, whose earnings results are most likely to satisfy the market?

🍎 Can Apple reignite growth expectations through services revenue and its AI ecosystem?

👥 Can Meta prove that AI-driven recommendations and ad efficiency are still boosting its results?

☁️ Can Microsoft continue making Azure and Copilot the benchmark for AI monetization?

📦 Can Amazon achieve synergy across AWS, advertising, and e-commerce operational efficiency?

This time, the market is looking not just at earnings figures, but at whether the Big Four tech giants can provide investors with reasons to keep believing in the future of AI.

Now it’s time to show your insight, fellow investors! Join our rewarded interactive event and earn points! 👇👇

🏆 Activity 1: Bull Circle Insight Champion ✨

Apple, Meta, Microsoft, and Amazon are about to release their earnings reports—who are you most bullish on?

Share your thoughts in the comments below:

✅ At least 30 characters ✅ Original viewpoint ✅ Complies with community guidelines

Eligible participants will share 40,000 points!

🏆 Activity 2: Options Strategy Exchange ✨

Stock volatility intensifies around earnings releases, creating a prime window for options positioning.How do you plan to trade? Share your options strategy in the comments below!Write at least 30 characters with sound reasoning to earn 66 points(Points stack on top of those from Activity 1)

Note: All activities will end at 4:00 AM Beijing Time on July 30; rewards are stackable; all rewards will be distributed collectively after this earnings season concludes.

Click to reserve:

META Q2 2026 Earnings Live

Microsoft FY2026 Q4 Earnings Live Stream (with Simultaneous Interpretation)

Apple FY2026 Q3 Earnings Live Stream (with Simultaneous Interpretation)

Amazon Q2 2026 Earnings Live Coverage

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