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businessSunday, July 26, 2026

Microsoft earnings loom as tech spending fears mount

After Alphabet and Tesla disappointed, all eyes are on Microsoft's July 29 report. Morgan Stanley reset its forecast, and the broader question is whether hyperscaler capex is getting ahead of revenue. Meanwhile, bitcoin's corporate bloc just passed a million coins, and Lucid looks like it's circling the drain.

Sources
+8

Tech earnings anxiety

The market is nervous about big tech spending after Alphabet and Tesla missed. Microsoft's report next week is the next test.

Crypto corporate blocs

Public companies now hold over a million bitcoin, with Strategy dominating. The concentration is worth watching.

Auto and energy distress

Lucid's stock is down 99% and bankruptcy talk is growing. Data center expansion is reshaping towns in Europe.

#04bit.lyJul 26
0
Down 99%, Lucid stock is a ripe bankruptcy candidate

Lucid stock is down 99% from its peak. The Saudi-backed EV maker has burned through billions, missed delivery targets, and replaced most of its exec team. Bankruptcy speculation is rising.

#05www.dw.comJul 26
0
When data centers move in I

A DW podcast episode examines how data center growth is reshaping Hattersheim, a small German town near Frankfurt. It's a local look at a global trend, communities grappling with the physical footprint of AI infrastructure.

Also today13

More roundups that day

Microsoft earnings loom as tech spending fears mount | Business Roundup · 26 Jul