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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-megacap-ai-cloud-q2-2026-earnings-watch@catalyst-calendar.local
DTSTAMP:20260720T200611Z
DTSTART:20260729T200000Z
DTEND:20260729T203000Z
SUMMARY:美股AI云巨头Q2财报与资本开支指引集中窗口
DESCRIPTION:微软、Meta、Alphabet、Amazon等AI云巨头预计在7月底至8月初集中披露Q2/FYQ4业绩，市场关注AI资本开支、GPU/ASIC需求、云增长、数据中心供电和折旧压力，可能影响AI算力、半导体、云软件和纳指估值。\\nImpact score: 83\\nExpected: 关注AI资本开支是否继续上修、云收入增速、数据中心回报率、ASIC/GPU供应链订单和折旧/电力成本压力。\\nAffected: MSFT(subject\, mixed\, score 90)\; QQQ(etf\, mixed\, score 88)\; NVDA(supplier\, mixed\, score 88)\; AMZN(subject\, unknown\, score 84)\; GOOGL(subject\, unknown\, score 82)\; META(subject\, unknown\, score 80)\\nSources: Microsoft FY26 Q3 earnings release: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast\\nAmazon Q1 2026 Results: https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/default.aspx\\nMeta Q1 2026 Results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nAlphabet Q1 2026 results SEC exhibit: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm\\nApple investor relations: https://investor.apple.com/investor-relations/default.aspx\\nWall Street Horizon Apple earnings calendar: https://www.wallstreethorizon.com/apple-earnings-calendar\\nMicrosoft investor events: https://www.microsoft.com/en-us/investor/events/default\\nMicrosoft Q3 FY2026 call transcript: https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3\\nAmazon investor events: https://ir.aboutamazon.com/events/default.aspx\\nWall Street Horizon Microsoft earnings calendar: https://www.wallstreethorizon.com/microsoft-earnings-calendar\\nWall Street Horizon Meta earnings calendar: https://www.wallstreethorizon.com/meta-earnings-calendar\\nWall Street Horizon Amazon earnings calendar: https://www.wallstreethorizon.com/amazon-earnings-calendar\\nMicrosoft Investor Relations: https://www.microsoft.com/en-us/investor/default\\nAlphabet investor earnings page: https://abc.xyz/investor/earnings/\\nMicrosoft estimated earnings date: https://finance.yahoo.com/calendar/earnings?symbol=MSFT\\nAlphabet Investor Relations: https://abc.xyz/investor/\\nMarketBeat Microsoft earnings estimate: https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-megacap-ai-cloud-q2-2026-earnings-watch
CATEGORIES:earnings\,US\,earnings\,AI-capex\,cloud\,megacap-tech\,guidance\,estimated\,megacap tech\,AI capex\,megacap\,semiconductors\,hyperscalers
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: 美股AI云巨头Q2财报与资本开支指引集中窗口
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DESCRIPTION:Complete post-event review: 美股AI云巨头Q2财报与资本开支指引集中窗口
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