The greatest "Trump Trade" of all time has nothing to do with politics.
It's about one material — buried in a small North Carolina town— that controls the future of AI, semiconductors, and every piece of advanced technology on Earth.
America holds over 80% of the world's supply.
And Trump is about to weaponize it.
When he does, Morgan Stanley estimates it could trigger a $10 trillion reshoring boom — the biggest wave of U.S.
manufacturing in history.
Apple, NVIDIA, and Amazon have already committed over $2 trillion in new American facilities because they see what's coming.
One former hedge fund manager has identified the best positioned companies to profit from Trump's strategic masterstroke.
This isn't about red or blue.
It's about the greatest wealth transfer of our lifetime.
And you have the rare opportunity to get in on the ground floor.
Associate Editorial Manager, Banyan Hill Publishing
Today’s editorial pick for you
Alphabet, Microsoft, and Meta Face Key AI Test This Earnings Season
Posted On Jul 01, 2026 by Ian Cooper
As we jump into third quarter earnings, Wall Street will pay close attention to the tech sector where artificial intelligence continues to drive sky-high earnings expectations.
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Over the past two years, companies have committed tens of billions of dollars to expanding data centers, building AI infrastructure, purchasing advanced chips, and developing next-generation artificial intelligence models. Investors are now looking for evidence that those rising capital expenditures are translating into stronger cloud growth, improved advertising performance, and sustainable long-term profits.
For Alphabet, the spotlight will be on Google Cloud and the company’s artificial intelligence strategy. Microsoft faces high expectations for Azure cloud growth and enterprise artificial intelligence adoption, while Meta will be under pressure to show that its AI investments are improving.
All will help show investors just how much momentum is left in the AI trade.
Alphabet: Can Google Cloud Justify AI Spending?
Alphabet is expected to report its quarterly earnings in late July, with investors focusing heavily on the performance of Google Cloud and the company’s expanding artificial intelligence initiatives. Google Cloud has become one of Alphabet’s most important growth engines, steadily gaining market share while improving profitability. Analysts will be looking for continued acceleration in cloud revenue as businesses increase demand for AI-powered services and cloud infrastructure. Strong cloud results would reinforce confidence that Alphabet’s AI strategy is driving meaningful customer adoption.
At the same time, investors are paying close attention to Alphabet’s capex. The company has invested tens of billions of dollars toward expanding data centers, developing custom AI chips, and supporting increasingly complex AI models.
Management’s commentary on artificial intelligence, infrastructure, and demand could prove just as important as the financial results themselves. Any updates on Gemini AI adoption, cloud customer growth, or AI-driven advertising improvementsmay influence investor sentiment.
Microsoft: Azure Growth Takes Center Stage
Microsoft is also expected to release earnings in late July, with Azure cloud growth likely to be the headline metric investors will scrutinize.
Azure has become one of Microsoft’s most valuable businesses, benefiting from enterprise demand for cloud computing and AI services. As organizations increasingly deploy generative artificial intelligence applications, Azure has positioned itself as a preferred platform thanks to Microsoft’s deep partnership with OpenAI and its expanding portfolio of artificial intelligence tools.
In addition, Microsoft continues investing aggressively in data centers, graphics processing units (GPUs), networking equipment, and custom infrastructure needed to support AI workloads. Capital expenditures have risen substantially over the past year, leading investors to question if and when those investments will pay off.
Meta: AI Must Deliver Better Advertising Returns
Artificial intelligence has become a critical component of Meta’s advertising business, helping deliver more personalized content recommendations and improving advertising efficiency across Facebook, Instagram, and other platforms. Continued strength in ad revenue would suggest these AI investments are producing measurable financial benefits.
At the same time, Meta continues spending aggressively on AI infrastructure. The company is investing heavily in advanced chips, massive data centers, and large language models while pursuing its broader vision for AI-powered consumer experiences.
What Investors Should Watch This Earnings Season
With AI continuing to dominate the conversation on Wall Street, these upcoming earnings reports could provide an important reality check for investors. While strong revenue growth remains essential, the bigger question is whether the billions being poured into AI infrastructure are beginning to deliver meaningful returns.
For Alphabet, Microsoft, and Meta, investors will be looking beyond the headline numbers for updates on cloud demand, advertising strength, and how quickly AI investments are turning into profitable growth. If management teams can show that their spending is creating long-term value, confidence in the AI trade is likely to remain strong. But if costs continue to climb without clear signs of payoff, investors may become more cautious.
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