[Events] Alphabet, Amazon, Microsoft, or Meta — Who's Your Pick This Week?
It’s the busiest week of the earnings season, with five “Magnificent Seven” members likely to set the tone for the rest of the market. Alphabet, Amazon, Microsoft, and Meta Platforms are all reporting. With AI infrastructure spending at record levels, cloud competition intensifying, and markets watching every margin move, which company will deliver the biggest post-earnings surprise?
🔍 Quick Earnings Snapshot
$Microsoft(MSFT)$ (reports April 29, after the bell)
Analyst Estimates: Double-digit revenue and EPS growth expected YoY. Microsoft has poured $37.5B into capex — and management still says demand outpaces supply. The stock is already up 19% since late March, fueled by AI momentum following the release of the Claude Mythos model. Azure growth and enterprise AI adoption are the two numbers every investor will be tracking.
🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here
$Meta Platforms, Inc.(META)$ (reports April 29, after the bell)
Analyst Estimates: Strong double-digit revenue growth expected YoY. Meta has the most powerful ad cash engine in Big Tech — and the most aggressive AI infrastructure bet to match. The company just unveiled its Muse Spark AI model from the newly created Meta Superintelligence Labs, and has guided 2026 capex to $115–135B while insisting full-year operating income will still top 2025 levels.
🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ (reports April 29, after the bell)
Analyst Estimates: ~20% revenue growth YoY; earnings may have dipped Google's pressure this quarter is squarely on costs. Management flagged that depreciation would accelerate in Q1 and remain elevated all year as AI infrastructure buildout continues. The market is asking a harder question than just "will Alphabet keep spending" — it already will. The real signal will be whether Google Cloud and AI-driven revenue are absorbing that cost fast enough. Search AI monetization, GCP momentum relative to Azure and AWS, and any sign of operating leverage will move the stock.
🕒 Earnings call: 4:30 a.m. SGT. To set a reminder, please click here
$Amazon.com(AMZN)$ (reports April 29, after the bell)
Analyst Estimates: Slight YoY earnings increase expected Amazon's story isn't just about how much it's spending — it's about when that spending pays off. CEO Andy Jassy has been explicit: most of 2026's AWS capex won't convert to revenue until 2027–2028, though significant customer commitments are already locked in. AWS added 3.9GW of power capacity in 2025 alone, with plans to double total capacity by end of 2027. Capacity constraints and unmet demand are still real.
🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here
Which stock do you think will perform best after earnings?
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⏰ Event Duration
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From April 28 to April 30 at 04:00 SGT
Alphabet, Amazon, Microsoft, or Meta — Who's Your Pick This Week?(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
I’m more cautious on Amazon and Alphabet. Both are investing aggressively, but the payoff timeline is less favorable. Amazon has signaled that much of its AWS investment won’t show up meaningfully until later years, while Alphabet is facing rising depreciation and margin pressure, which could limit short-term upside.
Meta Platforms remains strong with its ad engine, but its massive capex plans add uncertainty around margins. Overall, $Microsoft(MSFT)$ stands out with the best mix of AI-driven growth, execution visibility & expectations — making it my pick for a post-earnings winner.
@Tiger_Earnings @TigerStars @Tiger_comments @TigerClub
AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver.
Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs.
Operating Margins: Cloud margins are expected to jump from 20% to 30%.
If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amazon's AWS.
Google's Search usage remains at all time highs. AI Overviews are increasing number of queries people make, leading to 16% growth in ad revenue.
The only thing that could throw a spanner is Capex. If it is higher, Google could be sold off.
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Alphabet is the strongest pick for the week of April 27, 2026. Heading into its earnings report on Wednesday, April 29, it has significantly outperformed its "Magnificent Seven" peers, with the stock roughly doubling over the past year. While Microsoft and Meta face skepticism over AI monetization, Alphabet has maintained high momentum through its accelerating cloud division and robust search margins.