Tech stocks experienced a rise on Monday amid optimism ahead of significant earnings reports from major companies including Microsoft, Meta, Apple, and Amazon. The focus is also on capital expenditures following concerns about cash flow in light of Alphabet's capex guidance. Additionally, Nvidia is reportedly in talks to finance a data center project for OpenAI, highlighting ongoing financial dynamics in the AI sector.

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LIVE Updated 16 mins ago

Tech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade

Yahoo Finance

Updated Mon, July 27, 2026 at 11:55 AM EDT1 min read

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Results from Microsoft ( MSFT), Meta Platforms ( META), Apple ( AAPL), and Amazon ( AMZN) highlight the calendar, while reports from key chipmakers like SK Hynix ( SKHY) and Qualcomm ( QCOM) also factor in.

All eyes will be on capital expenditures numbers after Alphabet's ( GOOG, GOOGL) capex guidance spooked investors who are growing concerned about free cash flow amid the AI spending boom.

Meanwhile, Nvidia ( NVDA) is reportedly in talks with OpenAI ( OPAI.PVT) to provide $250 billion in financing for a data center project in Ohio, once again raising questions about circular financing in the AI industry.