Premium"The Most Closely Watched AI Trades": What To Expect From Meta And Microsoft After The Close
As if today wasn't busy enough, with the Fed's hawkish non-hike decision, Korea's collapsing memory bubble, and the war in Iran returning, after the close we have two hyperscalers to look forward to, or at least their capex forecasts: Microsoft and Meta.
Here's what Wall Street expects today courtesy of JPM and UBS: