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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-us-hyperscaler-q2-2026-earnings-ai-capex-window@catalyst-calendar.local
DTSTAMP:20260720T200642Z
DTSTART:20260729T200000Z
DTEND:20260729T220000Z
SUMMARY:Microsoft FY2026 Q4财报与Azure/AI资本开支指引窗口
DESCRIPTION:Microsoft FY2026 Q4财报日期当前为商业日历未确认窗口。事件的行业级重要性在于Azure增速、AI服务收入、OpenAI相关需求、数据中心供给约束和FY2027资本开支指引。\\nImpact score: 90\\nExpected: 市场将把Azure增长、AI收入、capex供给约束和FY2027云需求指引作为AI算力链条的核心验证。\\nAffected: MSFT(subject\, mixed\, score 92)\; GOOGL(subject\, mixed\, score 90)\; AMZN(subject\, mixed\, score 90)\; META(subject\, mixed\, score 88)\; AVGO(supplier\, unknown\, score 82)\; AAPL(subject\, mixed\, score 80)\\nSources: Microsoft FY2026 Q3 earnings release: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast\\nAlphabet Q1 2026 earnings call: https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/default.aspx\\nMeta Q1 2026 Results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nAmazon quarterly results: https://ir.aboutamazon.com/quarterly-results/default.aspx\\nMicrosoft Investor Relations home: https://www.microsoft.com/en-us/investor/default\\nWall Street Horizon Microsoft earnings calendar: https://www.wallstreethorizon.com/microsoft-earnings-calendar\\nMeta investor relations: https://investor.atmeta.com/home/default.aspx\\nWall Street Horizon Meta Earnings Calendar: https://www.wallstreethorizon.com/meta-earnings-calendar\\nAmazon investor relations events: https://ir.aboutamazon.com/events/default.aspx\\nWall Street Horizon Amazon earnings calendar: https://www.wallstreethorizon.com/amazon-earnings-calendar\\nMicrosoft FY2026 Q3 earnings event: https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3\\nMicrosoft investor events: https://www.microsoft.com/en-us/investor/events/default\\nMicrosoft Investor FAQ: https://www.microsoft.com/en-us/investor/faq\\nYahoo Finance MSFT earnings calendar: https://finance.yahoo.com/calendar/earnings?symbol=MSFT\\nAmazon investor relations: https://ir.aboutamazon.com/overview/default.aspx\\nAlphabet investor relations: https://abc.xyz/investor/\\nWall Street Horizon Apple earnings calendar: https://www.wallstreethorizon.com/apple-earnings-calendar\\nMicrosoft FY26 Q3 Earnings Performance: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/performance\\nPublic.com MSFT Earnings Calendar: https://public.com/stocks/msft/earnings\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-hyperscaler-q2-2026-earnings-ai-capex-window
CATEGORIES:earnings\,US\,earnings\,AI capex\,cloud\,data center\,mega cap\,Azure\,AI_capex\,OpenAI\,watch\,cloud guidance\,Copilot\,guidance\,AI\,capex\,AI-capex\,FY2027 guidance\,cloud capex\,AI data center\,GPU\,ASIC\,hyperscaler\,megacap-tech\,Mag7
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Microsoft FY2026 Q4财报与Azure/AI资本开支指引窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Microsoft FY2026 Q4财报与Azure/AI资本开支指引窗口
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