Apple, Meta, Tesla Report Earnings: What to Watch

Watch on YouTube ↗  |  January 26, 2026 at 15:02  |  4:08  |  Bloomberg Markets
Speakers
Mandeep Singh — Senior Analyst, Bloomberg Intelligence
Momei Qu — PSP Growth Managing Director

Summary

Bloomberg Surveillance discusses what to watch in upcoming Big Tech earnings, with Mandeep Singh focusing on hyperscaler cloud growth as the key ROI test for massive AI CapEx. Momei Qu says AI workloads are shifting from training to inference, favoring companies at the center of AI infrastructure such as CoreWeave. Both guests flag rising investor scrutiny for companies that spend beyond operating cash flow or lack a clear AI strategy.

  • Tech earnings this week put Meta, Tesla, and Apple in focus.
  • Mandeep Singh sees cloud growth as the key indicator of hyperscaler AI CapEx returns.
  • Microsoft Azure and Alphabet cloud growth are cited as evidence of cloud momentum.
  • Oracle and Meta face scrutiny for heavy spending without clear recurring revenue visibility.
  • Momei Qu says AI workloads are moving from training to inference.
  • She favors companies at the core of AI inference infrastructure, including CoreWeave.
  • Private inference leaders are seeing record revenue growth.
  • Companies lagging in AI strategy may face investor scrutiny.
Ideas
Mandeep Singh Senior Analyst, Bloomberg Intelligence 0:18
Cloud growth validates hyperscaler AI capex.
Mandeep Singh says cloud growth is the key ROI indicator for hyperscaler AI CapEx. Last quarter Microsoft Azure grew 40% and Alphabet's cloud segment grew 35%, so he wants to see that cloud momentum continue as the test of whether the massive CapEx spending is paying off.
MSFT GOOG HIGH
Mandeep Singh Senior Analyst, Bloomberg Intelligence 0:51
Oracle faces pushback on debt and visibility.
He points to last quarter's pushback on Oracle after its debt exceeded operating cash flow and the market questioned the company's recurring revenue visibility. He sees this as the template for investor scrutiny of companies that spend heavily upfront without clear cloud revenue down the line.
ORCL MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 1:09
Meta capex could trigger investor pushback.
He flags Meta as a key earnings name to watch because it plans over $100 billion in CapEx without a cloud business. While top-line growth has been strong, he is curious whether investors push back when Meta raises CapEx.
META HIGH
Momei Qu PSP Growth Managing Director 3:20
Inference shift favors core AI infrastructure.
Momei Qu says AI workloads are shifting from building and training models to inference in practice. She expects companies at the center of AI infrastructure and inference execution to be well positioned, while companies still figuring out their AI strategy will face investor scrutiny.
AI-SECTOR HIGH
Momei Qu PSP Growth Managing Director 3:33
CoreWeave is core inference infrastructure.
She cites CoreWeave as a company sitting at the core of AI infrastructure, saying after its morning update that such positioning leaves it in a great spot as the AI workload shifts toward inference.
CoreWeave MED
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This Bloomberg Markets video, published January 26, 2026, features Mandeep Singh, Momei Qu discussing MSFT, GOOG, ORCL, META, AI-SECTOR, CoreWeave. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mandeep Singh, Momei Qu  · Tickers: MSFT, GOOG, ORCL, META, AI-SECTOR, CoreWeave