AI bull market faces a "critical judgment week": as the market no longer buys unconditionally, how will the earnings reports of the three major cloud giants, the Fed decision, and PCE determine the market's direction?

Zhitong Finance APP has learned that the U.S. stock market is entering a highly decisive week. On the surface, this is a dense earnings window; in essence, it is a synchronized stress test of the foundational narrative of the artificial intelligence (AI) bull market.