Alphabet is a key MAG7 stock tied to AI, cloud, and advertising, making its earnings report crucial for the market.
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Big Tech Reports This Week. I’d Avoid Most of These Stocks.
Dividend TalksApr 25, 2026
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Alphabet, Amazon, and Apple. The market has already rallied significantly, and these earnings are crucial to justify the current valuations. The creator expresses caution, suggesting that the market may have already priced in positive results, and weak guidance or disappointing margins could lead to a rapid repricing of optimism.
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Nvidia is a strong buy due to the real semiconductor story, AI buildout, and expanding margins.
Eli Lilly's earnings will be a test for premium healthcare, but the creator is waiting to see post-earnings results.
SoFi is a test of high growth fintech, but the creator is waiting to see post-earnings results.
Apple's earnings will test its premium valuation amid slowing growth.
Amazon's earnings are a key test for the market rally; weak guidance could cause a pullback.
Alphabet's earnings are a key test for the market rally; weak guidance could cause a pullback.
Meta's earnings are a key test for the market rally; weak guidance could cause a pullback.
Microsoft's earnings are a key test for the market rally; weak guidance could cause a pullback.
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