
Earnings, Rates and AI Spending - Top 3 This Week
The stock market outlook is being shaped by major corporate earnings, interest rate decisions and growing concerns about artificial intelligence spending. Allan Small examines three developments that could influence the stock market outlook over the next 5 to 10 business days. With S&P 500 earnings season underway, Allan reviews results from major technology companies and what investors should watch from Alphabet, Microsoft, Amazon and Apple. He discusses the importance of cloud growth, corporate spending and future earnings guidance. Allan also examines the latest Bank of Canada interest rate decision, expectations for the Federal Reserve, upcoming PCE inflation data and employment reports from Canada and the United States. Finally, he looks at rising AI infrastructure spending, increased corporate borrowing and investor concerns surrounding companies such as CoreWeave, Oracle and Meta. Are technology companies spending too much on AI, and will those investments generate sufficient returns? Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com











