Tech Giants Earnings and Fed Rate Cut on Wall Street Week Ahead

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•  26 Oct 2025
 

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As a new trading week kicks off, Wall Street stands on edge. The combination of a potential U.S. China trade breakthrough, a likely Fed rate cut, and earnings from the biggest names in tech could redefine market sentiment heading into November. Investors aren’t just watching they’re bracing for a week that might shape the next leg of this rally or stall it altogether.

All eyes are on the Fed’s rate decision this Wednesday. The market is pricing in a 25-basis-point cut, a move many see as overdue. Weak labor data has shifted the Fed’s focus from inflation to employment, and even though inflation has shown mild cooling, it remains stubbornly above target. Traders are betting that Powell’s tone will matter just as much as the cut itself too dovish, and fears of economic slowdown will rise; too hawkish, and the relief rally could fade.

Adding more fuel to the mix is the renewed dialogue between Washington and Beijing. Presidents Trump and Xi are set to meet this week at the APEC summit in South Korea, following reports of “constructive and honest” talks that may lead to a framework trade deal. If progress is confirmed, the agreement could extend the pause on tariffs and ease export restrictions especially around rare metals critical for the chip industry. That would be a welcome shift for risk assets, particularly semiconductors and industrials that have been caught in the crossfire. Still, traders know this: until ink hits paper, optimism stays cautious.

Then there’s earnings season’s main event. Five of the Magnificent Seven $MSFT, $GOOGL, $META, $AAPL, and $AMZN are all set to report this week. Expectations are sky-high but nuanced.

$MSFT reports Wednesday, with analysts eyeing around $75.4 billion in revenue and $3.66 EPS. The focus isn’t just on Azure’s growth anymore; investors want to know when AI investments start turning into real revenue.

On the same day, $GOOGL steps up with roughly $100 billion expected in revenue and $2.28 EPS. Cloud remains under the microscope, but ad performance is still the heartbeat. Any signal that cost discipline is paying off could extend the stock’s resilience.

$META follows closely, projecting $49.4 billion in revenue and a robust $6.7 EPS. With advertising rebounding and spending under control, Meta’s challenge is showing that Reels, AI-driven ads, and Threads can sustain momentum beyond a single quarter.

$AAPL takes the stage Thursday. Forecasts call for $102.1 billion in sales and $1.77 EPS. The key question: has the iPhone’s slowdown finally bottomed? The stock could swing hard if demand in China looks softer than expected.

Finally, $AMZN closes out the week with expectations for $177.7 billion in revenue and $1.56 EPS. All eyes are on AWS and whether cost pressures in logistics are tightening margins. Amazon’s balancing act scaling growth while managing heavy AI and automation investments will tell traders a lot about the broader corporate spending climate.

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