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Fed, PCE and Big Tech earnings set up pivotal AI test week

Original: Fed, PCE and Big Tech earnings in one week: this could reset the AI trade. 🚨🤖 Can Microsoft and Alphabet prove AI pays o

Markets face a packed week with the Federal Reserve decision, PCE inflation data and earnings from Microsoft and Alphabet all arriving together. Investors are watching whether Big Tech can show that massive AI spending is generating real returns, with semiconductor ETFs like SMH and SOXX in focus. Some analysts say conviction in the AI trade remains intact, but the results could reset expectations.

Why now: The cluster of Fed policy, inflation data and major AI-driven tech earnings this week could shift market pricing of the AI investment story.

Federal ReserveMicrosoftAlphabetSMHSOXX

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Evidence

• Fed, PCE and Big Tech earnings in one week: this could reset the AI trade. 🚨🤖 Can Microsoft and Alphabet prove AI pays off? My take on $SMH and $SOXX: conviction intact. Full outlook on eToro: https:// med.etoro.com/aw.aspx?A=129366… · RudolfdeLeeuw

API: https://socialmediatrends-api.osmike.com/v1/trends/3713398