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Microsoft, Meta Q2 2026 Earnings Due Wednesday — AI Capex Scrutiny Peaks After Alphabet Sinks 8% on Ballooning Spend

Microsoft and Meta Platforms report Q2 2026 earnings Wednesday after the close, the same day as the Fed rate decision, under intense investor scrutiny after Alphabet sank roughly 8% last week on elevated AI capital expenditure and negative free cash flow that spooked the market. Meta previously guided Q2 revenue of $58 billion to $61 billion. Analysts say investors need proof that AI spending is converting into accelerating revenue, or the Mag-7 selloff begun last week will deepen through Thursday's Apple and Amazon reports.