Wall Street Breakfast Apple, Microsoft, Meta and Amazon, oh my
6 snips
Apr 27, 2025 Market anticipation heats up as key tech giants prepare to release their earnings reports. Analyzing the potential impacts, experts discuss the balance of analyst predictions against economic uncertainties. The podcast also dives into how a weak jobs report could influence Federal Reserve decisions, especially under the shadow of political developments and trade policies with China. Finally, dividend updates are featured, highlighting crucial financial milestones.
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Magnificent Seven Market Test
- Four Magnificent Seven companies' earnings will significantly test market momentum this week.
- Microsoft, Meta, Apple, and Amazon reports are pivotal for gauging AI trade and tariff impacts.
Microsoft's AI Expansion Strategy
- Microsoft faces margin pressure due to expanding AI data centers but aims to balance this by 2025.
- The company is seen as a key generative AI leader despite some lowered estimates amid macro uncertainty.
Apple's Tariff Maneuvers
- Apple navigates tariff challenges by shipping 1.5 million iPhones early to avoid impact.
- Despite some tariff risks, it is expected to slightly beat earnings with a current P.E. under 30.