Magnificent 7 Stocks Get Weekly Spotlight: What to Expect from Microsoft, Alphabet, Amazon
Key takeaways
- Earnings from Microsoft, Alphabet, and Amazon this week will be a key barometer for cloud and AI demand and could move major indexes and tech-heavy ETFs.
- Microsoft revenue estimate $90.68 billion
- Microsoft estimate $4.72
EPS
Earnings per share — profit for one share of the company, in dollars.
- Alphabet revenue estimate $128.18 billion
What happened
Microsoft, Alphabet, and Amazon will report quarterly earnings this week, with Microsoft on Wednesday after market close, Alphabet on Wednesday after market close, and Amazon on Thursday after market close. Analysts expect Microsoft to earn $4.72 per share on revenue of $90.68 billion, Alphabet to earn $3.02 per share on revenue of $128.18 billion, and Amazon to earn $1.96 per share on revenue of $202.24 billion. All three companies have consistently beat estimates for more than ten quarters,…
Why it matters
These three tech giants are key components of the Dow Jones Industrial Average, S&P 500, and Nasdaq 100, and their earnings will influence the performance of major indexes and ETFs that hold them. The results will also test the demand for cloud and AI services, as analysts focus on hyperscaler spending, backlog…
Short-term and longer-term
Short-term. Over the next few days, traders should watch for earnings surprises that could trigger short-term volatility in SPY, QQQ, and DIA.
Longer-term. For investors, the earnings releases will inform longer-term views on cloud and AI growth trajectories.
Words on this card
- Backlog
- The amount of customer orders that have been received but not yet fulfilled.
- Hyperscaler
- A large cloud service provider that builds and operates massive data centers.
- EPS Learn
- Earnings per share, a company’s profit divided by its shares outstanding.
- Revenue
- Total income from sales of goods or services.
- ETF Learn
- An exchange‑traded fund that tracks a basket of securities.
- Earnings Learn
- A company’s results report — usually profit and sales for a quarter, plus any update on what comes next.