The ‘Heart’ of Earnings Season Starts Today
SpaceX Set the Stage. Now the AI Trade Rests on Meta and Tesla.
“In many ways, the ‘heart’ of earnings season starts today, even though earnings season is almost two weeks old. I say that, because the most important stocks in the market will release results over the next two weeks,” wrote Tom Essaye at the Sevens Report.
Tech earnings face two questions, Essaye said. “Will cap-ex stay strong and does AI produce more direct revenue?”
Also, click here to view the full article published in Barron’s on October 21st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.
If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.
To strengthen your market knowledge take a free trial of The Sevens Report.
Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.
