Which Tech Giant Will Lead After Earnings?

This week, US tech giants face a major earnings test—Amazon, Microsoft, Meta Platforms, and Google will each release their latest quarterly results. With the AI race heating up and both advertising and cloud computing continuing to drive growth, who will emerge as the leader after earnings and see their stock price soar?

Earnings Highlights

$Meta Platforms(META.US) META PLATFORMS (META) (After market close on October 29) The market expects Q3 revenue of about $49.38 billion, up 21% year-over-year, and EPS of around $6.67. Key areas to watch: Can AI continue to boost ad monetization efficiency? Will rising costs affect profit margins? Will easing regulatory pressure improve sentiment? If the ad business and user engagement remain strong, the stock could continue to benefit from the AI boom.Meta is scheduled to hold its earnings call at 4:30 AM Beijing time on October 30.

$Microsoft(MSFT.US) MICROSOFT (MSFT) (After market close on October 29) Profits are expected to maintain double-digit growth, and Azure revenue may continue to grow by over 30% year-over-year, remaining Microsoft’s main growth driver. Key focuses: Can cloud growth accelerate? Are AI services making a bigger contribution to revenue? Are capital expenditures starting to pay off? Strong guidance could give the stock new momentum.

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) GOOGLE (GOOG, GOOGL) (After market close on October 29) Q3 revenue is expected to exceed $100 billion, with EPS around $2.29. Search and digital advertising remain strong, and Google Cloud’s growth relies on AI to strengthen its edge—though capacity constraints remain an uncertainty. With its market cap recently surpassing $3 trillion, Google’s earnings need to give investors a reason to stay bullish.Google is scheduled to hold its earnings call at 5:30 AM Beijing time on October 30.

$Amazon(AMZN.US) AMAZON (AMZN) (After market close on October 30) The market expects Q3 revenue of $177.8 billion and EPS of $1.98. The main focus is on improvements in AWS backlog and whether profit margins can recover; growth in advertising and cost efficiency from robotics are also highlights. As the weakest performer among the “Magnificent Seven” tech stocks this year, a strong earnings report could bring a bigger surprise.Amazon is scheduled to hold its earnings call at 5:00 AM Beijing time on October 31.

Which tech giant do you think will come out on top after this week’s earnings?