Results Week · October 28 and October 29, 2026

Seven AI-money arguments settle this week

Alphabet, Microsoft and Amazon report on October 28 and 29, 2026, and the Fed decides the same week. Seven questions were written down in advance, with the rule and the public source that settles each one. Put your number before you see ours.

Seven arguments about AI money have a date this week. Each one was written down weeks ago as a yes-or-no question, with the rule that decides it and the public document it will be read from. The Call, DeepStack's own reading, recorded a number for each before the date.

Give each question a number from 1 to 99: the chance, as you see it, that the answer is yes. The Call's number appears only after yours. The last number saved before the date counts, and every number is scored by the same rule when the document lands.

We score claims, not people.

  2. 02Decided by SEC EDGAR, the four companies' releases and quarterly reports

    Does depreciation at Microsoft, Alphabet, Meta and Amazon grow faster than their operating income in the September quarter?

    Sum depreciation and amortization, and sum operating income, for the four companies for the September quarter of 2026 and of 2025, from each release or 10-Q. The full rule

    50

  3. 03Decided by SEC EDGAR, Microsoft's Form 10-Q, revenue note

    Does Microsoft's September-quarter report say 30% or less of its contracted backlog turns into revenue within twelve months?

    Read the sentence in the 10-Q's revenue note that gives the percentage of revenue allocated to remaining performance obligations Microsoft expects to recognize over the next twelve months. The full rule

    50

  4. 04Decided by SEC EDGAR, Alphabet's release, call and Form 10-Q

    Does Alphabet put a size on the TPU contracts inside Google Cloud's backlog in its October 28 results?

    The answer is yes if the release, the 10-Q or the call transcript gives a dollar amount, or a share of the Cloud backlog, for TPU system sales contracts or for the Anthropic contracts; no if the quarter is reported with no such figure. The full rule

    50

  5. 05Decided by SEC EDGAR, Alphabet's release and Form 10-Q

    Does Alphabet spend 80 cents or more of each dollar of operating cash on capital spending in the September quarter?

    Take the three-month figures from the statement of cash flows in Alphabet's earnings release; if the release gives only year-to-date figures, use the nine-month figure less the six-month figure from the Form 10-Q. The full rule

    50

  6. 06Decided by SEC EDGAR, the four companies' releases and quarterly reports

    Does the combined operating cash of Microsoft, Alphabet, Amazon and Meta rise from the June quarter to the September quarter?

    Sum the net cash from operating activities each of the four states for the September quarter and compare it with the same sum for the June quarter. The full rule

    50

  7. 07Decided by SEC EDGAR, Amazon's release, call and Form 10-Q

    Does Amazon disclose a customer at 10% or more of AWS revenue, or Anthropic's share of AWS sales, in its October 29 results?

    The answer is yes if the concentration note of the 10-Q, the release or the call names a customer or a group of customers at 10% or more of AWS revenue, or states Anthropic's share of AWS sales; no if the quarter is reported with no such disclosure. The full rule

    50