---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42791409.md"
description: "One more thing I forgot to mention: July 29 is also the earnings day/week for Microsoft, Meta, and Amazon among the "Magnificent Seven." Their outlook on capital expenditures this year is crucial for the future trend of memory semiconductors."
datetime: "2026-07-19T16:54:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42791409.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42791409.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42791409.md)
author: "[APTAPT](https://longbridge.com/en/profiles/9694950.md)"
---

# One more thing I forgot to mention: July 29 is als…


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- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
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- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)

## Comments (4)

- **价投&值资 · 2026-07-19T18:11:59.000Z**: Capital expenditure is likely to increase again 🥹, hypescaler stock prices will be drained again
  - **APTAPT** (2026-07-19T19:06:15.000Z): The issue is that if their spending slows down, it won't just affect the currently popular storage sector; NVIDIA will also be impacted, triggering a chain reaction that could crash the Nasdaq. Hypers
  - **价投&值资** (2026-07-20T18:00:32.000Z): Do you know much about ISRG? It's also in the healthcare sector 😆
  - **APTAPT** (2026-07-20T18:32:59.000Z): Not a big shot, just a small retail investor. I don't know ISRG; it counts as medical equipment, which is different from insurance companies like United.