This week, investors will focus on corporate and macro-economic news. Tesla, Microsoft, and Meta Platforms will report earnings on Wednesday, followed by Apple on Thursday. Tesla’s stock is being driven by optimism around robotaxis and humanoid robots, but concerns about overvaluation persist.

Tesla’s earnings report will be closely watched, particularly the automotive gross margin, robotaxi plan for 2026, full self-driving adoption rates, and progress on Optimus humanoid robots. Microsoft will also report earnings, with a focus on AI developments and software demand environment. Meta’s stock faces concerns about excessive spending on AI projects.

Apple is expected to report record sales led by iPhone, with double-digit services revenue growth. Commentary on the recent Google Gemini deal will be of interest. The Federal Reserve meeting, concluding on Wednesday, is the big macro event of the week. Interest rate cuts are expected to be put on hold, with Fed Chair Powell emphasizing data dependency.

Expect questions on Fed independence at the press conference. The author or authors do not own shares in any mentioned securities.

Read more at Morningstar: Markets Brief: What to Watch in Big Tech Earnings, Plus the US Fed Meeting