Episode
He Told You to Buy the Dip. Now It's Up 20%.
- Published
- Jul 30, 2026
- Duration seconds
- 1511
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Summary
Get Marc Chaikin's FREE List of AI Stocks to Drop before a July 31st announcement changes everything: https://www.marketbeat.com/y/yt950/ Microsoft just had one of its best days in years... the stock jumped over 15% after earnings, while Meta dropped 9% the same week. Same Mag 7 lineup, same AI capex story, completely different market reaction. So what's actually separating the winners from the losers this earnings season? Joining me today is MarketBeat's Chris Markoch to break down the Mag 7 earnings results one by one. We cover why Microsoft's Azure growth and AI monetization story landed so well with investors, why Meta's capex guidance spooked the market despite a revenue beat, and where Alphabet's report fits into that same story. We also preview what to expect from Amazon and Apple's earnings the same day, and why analysts think this could be one of the most selective earnings seasons in years. Whether you own these stocks or are watching from the sidelines, this breakdown covers what these earnings reports actually reveal about where AI spending is headed next. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed.…