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Here’s our live video where we’ll be taking questions and reacting to all tonight’s earnings live. Simply click play on the stream to start watching!
24/7 Wall St. Chief Investment Officer Eric Bleeker will be hosting the live stream. He also hosts 24/7 Wall St.’s AI Investor Podcast, where the average recommendation is up more than 128% since late 2024. If you’d like to ask questions, you can also watch on YouTube. Make sure to subscribe to 24/7 Wall St.’s YouTube channel if you’d like to be alerted when we host future live events!
Live coverage has ended. The full story is below.
It’s the biggest earnings night of the year with Microsoft, Alphabet, Meta Platforms, and Amazon all reporting earnings. We’re going to be covering these companies live in the video you can access above. In that video, we’ll also break down earnings from other companies reporting tonight, like Chipotle, Ford, Carvana, Qualcomm, and more.
Here’s what to expect from some of the biggest tech companies when they report.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades near $424.41, up 20.3% over the past month but is still down 11% YTD. Investors want confirmation that Azure can hold (or accelerate from) the 37% to 38% guided growth, alongside visibility on the $29.88 billion quarterly capex pace and OpenAI partnership economics. Polymarket assigns an 88.1% probability of a beat. Watch: Azure growth, AI capex digestion, commercial RPO trajectory.
We expect Microsoft’s earnings to be released at around 4:05 p.m. ET.
Alphabet (NASDAQ:GOOGL) is +118.5% over one year and +5.3% on the week. Last quarter, Google Cloud grew 48% with a run rate above $70 billion, and 2026 capex is guided to $175 to $185 billion. Polymarket pegs a beat at 98.5%. Watch: Cloud growth, Search resilience against AI, Gemini App MAU update.
Alphabet grew search at 17% last quarter, can it repeat that level once more?
Meta Platforms (NASDAQ:META) sits at $671.18, barely moved on the week. Q4 ad revenue rose 24%, but operating margin compressed to 41% as costs climbed 40%. Full-year 2026 capex is guided to $115 to $135 billion. Watch: ad pricing, Superintelligence Labs ROI framing, Reality Labs losses.
Google’s latest guidance smashed expectations. Clearly, their investment in AI is driving more revenue this year. Watch for the company’s guidance for Q2 to define Wall Street’s reactions to tonight’s earnings. The Street expects the company to guide to $59.6 billion and EPS of $7.08.
Amazon (NASDAQ:AMZN) trades at $264.34, +30.3% over a month. AWS grew 24% last quarter, its fastest in 13 quarters, with 2026 capex guided near $200 billion. Watch: AWS sustainability, retail margins, Q1 op income range of $16.5B to $21.5B.
Amazon will likely trade first relative to whether they exceeded Wall Street’s targets for last quarter. However, where the company tades tomorrow will likely depend heavily on what kind of commentary CEO Andy Jassy provides on the future direction of AWS growth rates.
Contact [email protected] for any questions or corrections.
Eric Bleeker has been investing for more than 20 years. He began his career working at Microsoft before joining Motley Fool, one of the largest publishers of financial research. In his 15 years at Motley Fool Eric served as the General Manager for Fool.com and led coverage in the Technology & Telecom sector. In addition, he was a featured columnist and has hosted dozens of investing seminars attended by more than a million total investors. Eric has more than 1,000 financial bylines to his name and has been featured in The Wall Street Journal, CNBC, Fox Business, and many other leading publications. He is currently focused on artificial intelligence investing and is a CFA Charterholoder.
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