Intelligence Feed event · Equity · 2026-10-26

    Microsoft, Alphabet, Amazon report within two days

    Question

    Microsoft, Alphabet, Amazon report within two days

    Direct answer

    Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-26
    Published
    2026-10-26
    Revision
    1 · 2026-10-27

    Cite as: Market Ontology, “Microsoft, Alphabet, Amazon report within two days”, revision 1, evidence through 2026-10-26. https://marketontology.com/market-events/2026-10-26/microsoft-alphabet-amazon-report-within-two-days-49cc3a

    EQUITY
    Microsoft, Alphabet, Amazon report within two days
    Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.
    MSFTGOOGAMZNSPX
    Impact
    84
    YESTERDAY
    SIG
    87%
    MSFTGOOGAMZN
    Microsoft, Alphabet, Amazon report within two days
    Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.
    → Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.
    Impact
    Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.
    Affected
    MSFTGOOGAMZNSPX
    Transmission
    Their results can move the S&P 500 through index-weighted earnings multiples and AI-capex guidance.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    MSFTearnings multiple repricing through cloud and AI capex commentaryMixed1-5dMicrosoft is scheduled to report within two days and is one of three names equal to about 15% of the S&P 500.
    GOOGindex-weighted earnings move through valuation and cloud revenue framingMixed1-5dAlphabet is scheduled to report within two days and is part of the 15% S&P 500 weight cluster.
    AMZNAWS and retail margin commentary can move the stock and the S&P 500 through index weightMixed1-5dAmazon is scheduled to report within two days and is part of the 15% S&P 500 weight cluster.
    SPXindex concentration through three stocks that make up about 15% of the benchmarkMixed1-5dThe article says Microsoft, Alphabet, and Amazon collectively represent about 15% of the S&P 500.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    AMZNMixed248.00 2026-10-23PendingPendingPending
    GOOGMixed317.28 2026-10-23PendingPendingPending
    MSFTMixed524.51 2026-10-23PendingPendingPending

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