Earnings Season Kicks Off The AI Supercycle Is Just Getting Started $PLTR $NVDA $AMZN $MSFT $GOOGL $META $LMT $RTX $NOC $BA $AMAT $ASML $MU $LRCX $KLAC $AMD $INTC $TSLA $SPCX ·Earnings season kicks off with Wall Street expecting another strong quarter from AI-linked names — led by $NVDA and $SPCX as the standout winners ·Hyperscaler capex remains the single biggest driver of semiconductor demand, with $AMZN, $MSFT, $GOOGL, and $META collectively forecast to spend over $300B on AI infrastructure in 2026 ·The AI cycle is still in its earliest innings — compute demand is doubling year-over-year and has years of runway before saturation ·Quantum computing exposure through the defense-industrial base ($LMT, $RTX, $NOC) adds a second vector of growth to watch ·Equipment and foundry names $AMAT, $ASML, $MU, $LRCX, $KLAC remain the picks-and-shovels trade beneath the headline AI names What to watch $NVDA earnings on July 30 for the definitive read on Blackwell ramp and hyperscaler AI demand trajectory — followed closely by $AMZN and $MSFT capex guidance for 2027. https://t.co/KtZiCN2bvK