Specialist Sales 14 July 2026 J P M O R G A N [It's a slow news day. The quiet before we plunge into Q2 earnings season.] - US Internet Q226 Earnings Preview (META, GOOGL, AMZN, UBER, etc.): From Doug's US Internet Q226 Earnings Preview (META, GOOGL, AMZN, UBER, etc.): "Frequent Discussions & Debates: Capex Outlook - 2027: Consensus 2027 capex is too low…we model 54% growth for GOOG/L (~$300B) & 42% growth for AMZN (~$300B) & META (~$200B)…but our bias is still to the upside…we currently model FCF bottoming ...