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 —