
Earnings season reveals strong headline growth masking deep economic divergence, as equity market valuation risks rise and real-economy signals face a critical test.
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Earnings season reveals strong headline growth masking deep economic divergence, as equity market valuation risks rise and real-economy signals face a critical test.

Amazon delivered strong Q4 2025 earnings led by Amazon Web Services growth and accelerating Amazon AI investments heading into 2026.

Alphabet earnings beat expectations, but massive AI infrastructure spending and rising capital expenditures shifted investor focus toward margins and cloud growth.

Earnings season reaches a decisive week as major companies report results that may redefine market leadership, investor confidence, and sector momentum.
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