Microsoft, Meta, Amazon, Apple Gear Up For 'AI Revolution' Week As Tariff Storm Brews

Group 1 - Big Tech companies, including Microsoft, Meta, Amazon, and Apple, are set to report earnings, with a bullish outlook despite tariff concerns [1][2] - Analysts expect strong results driven by cloud spending, digital advertising, and enterprise AI budgets, indicating a focus on demand trends [2][3] - Approximately 15% of IT budgets are now allocated to AI, highlighting the growing importance of AI investments [4] Group 2 - Apple faces potential tariff impacts, with a worst-case scenario predicting a 15-20% hit to its 2025-26 numbers, while a quicker resolution could limit the damage to 2-5% [5] - Despite tariff challenges, Apple is supported by a large installed base of 1.5 billion iPhones and 2.4 billion iOS devices, along with a robust Services business [6] - Overall, Big Tech's earnings could act as a confidence booster for investors if they maintain a long-term perspective on AI developments [6]