Investing Experts Apple, Amazon, Microsoft and Meta earnings
Apr 28, 2025
The discussion revolves around the highly anticipated earnings reports from tech giants like Apple, Amazon, Meta, and Microsoft. Insights into Apple's performance amid tariff concerns and the potential shifts in retail expectations driven by Amazon's results are highlighted. The impact of macroeconomic indicators on market trends is also examined, emphasizing GDP, employment, and inflation data. Additionally, the strategic significance of AI in shaping these companies' futures is explored, making it a must-listen for investors.
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Apple and Amazon Earnings Focus
- Apple's earnings are crucial for insights on the China-US tariff impact and service revenue growth beyond iPhones.
- Amazon's AWS performance and tariff commentary also serve as key indicators for the retail sector amid trade tensions.
Microsoft's Tariff Resilience and AI Angle
- Microsoft may be viewed as tariff-proof due to its 90% software business with minimal manufacturing exposure.
- Its partnership with OpenAI positions it as a notable AI investment play.
Monitor Key Economic Indicators
- Don't overlook economic data during earnings week, including GDP, PCE inflation measures, and employment data.
- Employment figures provide the most current economic assessment, influencing expectations on rate cuts and economic health.