This could be the most important week of the year for markets.

Chuck Zodda and Marc Fandetti break down a massive wave of earnings, a Fed decision, and why everything hinges on what Big Tech says next.

Also covered:

• Why semiconductor stocks are on a historic run
• What Big Tech spending will reveal about AI demand
• Early signs energy disruptions are spreading globally
• Why corporate earnings expectations may be too high
• What conflicting inflation data means for the Fed

What to watch as the biggest companies in the world report.