Daily Tape — 2026-07-30: META, AAPL, GOOGL

Tickers: META, AAPL, GOOGL Valid from: 2026-07-30T10:04:58.714962+00:00

Catalyst

• event: Meta in early talks to lease $10B of AI compute capacity to Anthropic

• magnitude: $10 billion

• timing: overnight / pre-market 2026-07-30 (early-stage talks)

• expected_impact: Potential new AI-infrastructure revenue stream for META

• META shares most recently quoted at 585.61, down 1.31 percent. [ev_quote_cbc0a68e]

• Meta stock dropped sharply after its latest results on steeper AI costs and a missed forecast. [ev_news_f50b1b25] [ev_news_134112f6]

• Meta Platforms is classified as a media company. [ev_profile_c45ab54c]

• As of the July 2026 analyst snapshot, META carried 42 buy, 8 hold and 0 sell ratings. [ev_rec_0e9df23a]

By the numbers

• metric: AAPL analyst recommendations

• value: 23 buy / 16 hold / 2 sell

• comparison: heavily bullish Street consensus ahead of print

• period: as of 2026-07-01; earnings due 2026-07-30 (Q3)

• Apple is scheduled to report fiscal Q3 earnings on July 30, 2026. [ev_earn_cd1cdf0b]

• Analyst coverage of AAPL stands at 23 buy, 16 hold, and 2 sell ratings as of July 1, 2026. [ev_rec_c75e22e6]

• The 23-buy versus 2-sell split constitutes a heavily bullish consensus heading into the print. [ev_rec_c75e22e6]

What to watch

• trigger: AAPL Q3 earnings release today, plus META and GOOGL October reports

• timeframe: 2026-07-30 and 2026-10-27

• Apple is scheduled to report fiscal period-3 earnings on 2026-07-30. [ev_earn_cd1cdf0b]

• Alphabet is scheduled to report fiscal period-3 earnings on 2026-10-27. [ev_earn_f2990b33]

• Meta is scheduled to report fiscal period-3 earnings on 2026-10-27. [ev_earn_32d05559]

Sources

• [ev_conv_dda5cfb2] convergence_signal — supabase:watchlist_convergence:AAPL
• [ev_conv_e3093a79] convergence_signal — supabase:watchlist_convergence:GOOGL
• [ev_cov_21f28213] existing_coverage — supabase:research_artifacts:fc23c39c-1d62-499c-9229-cda1be1b5415
• [ev_cov_260d704a] existing_coverage — supabase:research_artifacts:4bbaf75c-6654-438c-8970-9bd835dd3036
• [ev_cov_1b3ae57f] existing_coverage — supabase:research_artifacts:75022657-1f17-41db-8512-887d99a3e7a0
• [ev_cov_fdadb613] existing_coverage — supabase:research_artifacts:4933044b-3f2d-4659-ace1-093987748e66
• [ev_cov_154df011] existing_coverage — supabase:research_artifacts:0e4f5a74-b6fc-4458-9fdc-a5fc0e61c515
• [ev_cov_1feb57ff] existing_coverage — supabase:research_artifacts:e9792545-5aa8-41bd-840b-da72e4ea0523
• [ev_cov_c63d2b2b] existing_coverage — supabase:research_artifacts:7ff9ef16-ebcb-4ecd-bc6f-c0b90f19c39f
• [ev_cov_93af9ccf] existing_coverage — supabase:research_artifacts:194985d4-5698-4529-a8b5-d77eb8962804
• [ev_cov_a141d081] existing_coverage — supabase:research_artifacts:7d859949-c025-4d08-9194-c0791a95293a
• [ev_quote_cbc0a68e] market_quote — market data:quote:META
• [ev_quote_301ad330] market_quote — market data:quote:GOOGL
• [ev_quote_0eca351a] market_quote — market data:quote:AAPL
• [ev_profile_28b824d8] company_profile — market data:profile:AAPL
• [ev_rec_c75e22e6] analyst_recommendation — market data:recommendation:AAPL
• [ev_profile_d35ee8a5] company_profile — market data:profile:GOOGL
• [ev_rec_0a632914] analyst_recommendation — market data:recommendation:GOOGL
• [ev_earn_cd1cdf0b] earnings_date — market data:earnings:AAPL
• [ev_profile_c45ab54c] company_profile — market data:profile:META
• [ev_rec_0e9df23a] analyst_recommendation — market data:recommendation:META
• [ev_earn_f2990b33] earnings_date — market data:earnings:GOOGL
• [ev_earn_32d05559] earnings_date — market data:earnings:META
• [ev_news_29ee101d] news_headline — https://simplywall.st/stocks/us/media/nasdaq-meta/meta-platforms
• [ev_news_c8e8658c] news_headline — https://www.tradingview.com/news/zacks:78295c4c7094b:0-meta-q2-earnings-loom-buy-sell-or-hold-meta-stock-ahead-of-results
• [ev_news_57f9e997] news_headline — https://www.cnbc.com/2026/07/29/meta-q2-earnings-report-2026.html
• [ev_news_134112f6] news_headline — https://www.investors.com/news/technology/meta-stock-q2-2026-earnings-results-ai
• [ev_news_f4de1384] news_headline — https://www.investopedia.com/here-is-how-much-traders-expect-meta-stock-to-move-after-earnings-q2-fy2026-update-12027332
• [ev_news_74f4c890] news_headline — https://finance.yahoo.com/markets/article/investors-are-selling-meta-as-it-heads-to-its-earnings-report-131629707.html
• [ev_news_f50b1b25] news_headline — https://www.wsj.com/tech/ai/meta-q2-earnings-report-2026-stock-9808dd3c
• [ev_news_6200345c] news_headline — https://247wallst.com/investing/2026/07/28/why-investors-should-wait-for-metas-post-earnings-dip
• [ev_news_ca161ef3] news_headline — https://simplywall.st/stocks/us/tech/nasdaq-aapl/apple/news/apple-aapl-stock-looks-overvalued-on-cash-flow-but-fair-on-e
• [ev_news_2042d8d5] news_headline — https://www.barchart.com/story/news/3488340/iphone-and-services-strength-will-lift-apples-q3-earnings-but-aapl-stock-still-warrants-caution
• [ev_news_52887206] news_headline — https://www.tastylive.com/news-insights/apple-earnings-preview-tim-cook-s-last-report-as-ceo-meets-a-near-record-stock
• [ev_news_604fdd2c] news_headline — https://www.investopedia.com/apple-is-set-to-report-earnings-thursday-here-is-how-much-the-stock-is-expected-to-move-aapl-tim-cook-q3-fy2026-12028587
• [ev_news_ff3d6e65] news_headline — https://finance.yahoo.com/technology/article/apple-to-report-q3-earnings-following-price-hikes-on-macs-ipads-115246491.html
• [ev_news_235d68b3] news_headline — https://www.cnbc.com/2026/07/27/apple-options-are-doing-something-unusual-into-earnings.html
• [ev_news_3f78f95c] news_headline — https://www.investors.com/news/technology/apple-stock-hits-record-high-before-fiscal-q3-earnings
• [ev_news_4bf58b83] news_headline — https://www.fool.com/investing/2026/07/28/should-you-buy-apple-stock-before-july-30
• [ev_news_691d83b1] news_headline — https://finance.yahoo.com/markets/stocks/articles/alphabet-lifts-capex-205-billion-123356486.html
• [ev_news_7ec6a900] news_headline — https://www.investors.com/news/technology/google-stock-falls-negative-free-cash-flow-stokes-ai-spending-fears/
• [ev_news_727458c2] news_headline — https://www.cnbc.com/2026/07/23/stocks-making-the-biggest-moves-midday-googl-tsla-amzn-luv.html
• [ev_news_a9e2f6f3] news_headline — https://www.barrons.com/articles/big-tech-trouble-alphabet-earnings-99b2bcbf
• [ev_news_9bb13fc5] news_headline — https://www.investors.com/news/technology/google-stock-google-earnings-ai-model-leadership-gemini/
• [ev_news_484e8902] news_headline — https://finance.yahoo.com/markets/article/alphabet-flops-intel-shocks-and-tesla-tanks-alphaspace-weekly-recap-123816321.html
• [ev_news_76d66712] news_headline — https://www.cnbc.com/2026/07/23/alphabet-is-falling-on-a-big-spending-forecast-increase-what-analysts-are-saying.html
• [ev_news_90f9969b] news_headline — https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-alphabet-googl-tesla-tsla/