WEDNESDAY, APRIL 15, 2026

THE AI BULL RUN FACES ITS BIGGEST TEST.

Netflix reports tomorrow.

Tesla reports Monday.

Google reports Tuesday.

Then Microsoft, Amazon, and Meta all drop at the end of the month.

These six companies are worth a combined $12 trillion.

When they talk, the entire market listens. Their AI spending plans alone could decide whether the tech rally has another leg... or runs out of gas.

Here are the dates on our calendar, what to watch for, and why each one matters.

CATALYST #1

NFLX — TOMORROW, APR 16

Netflix reports Q1 after the bell tomorrow.

Wall Street expects about $12 billion in revenue, roughly 17% growth year over year. The stock is sitting at $106 right now.

Why this one matters beyond just Netflix:

It's the first mega-cap tech name to report this cycle. If Netflix crushes it, it could set the tone for every big tech earnings call over the next two weeks. If it misses, that negative energy could spread fast.

The number to watch is ad-tier revenue. Netflix's ad business is still early, and guidance on that could move the stock more than subscriber counts.

CATALYST #2

TSLA — ~APR 20

This isn't a normal Tesla earnings call.

They killed the Model S and Model X. Shut down the production lines entirely.

And they're converting the Fremont factory into a robot manufacturing facility for Optimus.

That's a $20 billion annual commitment to robotics, AI chips, and autonomous driving. The stock is at $378.74 today, up 4%, running into the report.

The question this earnings call answers:

Is the robotics pivot real, or is this just another Elon promise? If management gives concrete production timelines for Optimus, this name could move big. If it's vague "maybe next year" energy, it could dump just as hard.

THE STRATEGY BEHIND THE WAR

CATALYST #3

GOOG REPORTS ~APR 22

Google Cloud grew 48% last quarter.

And Alphabet is planning $175 to $185 billion in capital spending for 2026... more than double what they spent last year, almost entirely because of AI.

Stock is at $331.73 today. And just this morning, GitLab (GTLB) jumped 4.5% to $21 on a new partnership with Google Cloud's Vertex AI platform.

The number to watch here is AI capex guidance.

If Google confirms or raises that $175-185B number, it's a green light for every name in the AI infrastructure chain... from data center builders to optical networking to power companies.

THE MAIN EVENT

MSFT, AMZN, META — APR 28-29

This is the one we've been building toward.

Microsoft reports around April 28. Amazon and Meta both report around April 29.

Here's why these three reports could set the direction for AI stocks through the summer.

Amazon is planning $200 billion in capital spending this year. Meta is planning $115 to $135 billion. Microsoft's Azure cloud grew 39% last quarter.

That money has to go somewhere. It goes into data centers, GPUs, optical networking, and power infrastructure.

If all three confirm or raise their AI spending numbers, every name in the supply chain could get another push higher... from the optical networking plays we covered in The $1 Billion Middle Finger to the power companies we flagged on Monday.

If they pull back on spending? That changes the entire AI narrative, and the high-flyers could give back weeks of gains in a single session.

BEFORE WALL STREET GETS IN

FROM THE VAULT

BOTTOM LINE

The war headlines got everyone's attention.

But the next 14 days of earnings reports are what could actually move your portfolio.

NFLX tomorrow. TSLA Monday. GOOG next Tuesday. Then the big three at the end of the month.

Know the dates. Know the numbers. Have a plan for both directions.

Friday's Last Call drops with the full week recap and what's setting up for next week.

Stay Locked In

— The Lead Editor, Main Street Betz