What to watch for in the pivotal week ahead for markets

CNBC Television | January 23, 2026 at 06:46 PM UTC
Neutral 90% Confidence
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Key Points

  • Mega-cap tech earnings from Meta, Microsoft, Tesla, and Apple are scheduled for next week, deemed crucial for market direction.
  • The technology sector has lagged year-to-date compared to other sectors like Energy and Materials.
  • Analysts are focused on Meta's metaverse spending, Apple's AI strategy, and potential post-earnings reactions for Microsoft and Amazon.

AI Summary

CNBC analysts discuss the pivotal week ahead for financial markets, focusing on upcoming mega-cap tech earnings from Meta, Microsoft, Tesla, and Apple. While some see potential for individual rallies, particularly in Amazon, concerns about tech's year-to-date underperformance and specific company challenges create a mixed outlook for the sector.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Neutral 90%
Consensus Neutral 90%