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.