智通财经网·2025-07-23 13:41Core Viewpoint - The earnings reports of the "Big Seven" tech giants, including Tesla, Microsoft, and Amazon, are under close scrutiny as they may set the tone for the overall market amidst economic uncertainty and inflation pressures [1] Group 1: Tesla - Tesla is expected to report earnings of $0.40 per share and revenue of $22.13 billion [1] - Investor sentiment is cautious due to challenges such as declining revenue, compressed profit margins, and reduced free cash flow [1][2] - Concerns have arisen regarding CEO Elon Musk's political activities potentially distracting from core business execution and brand image [2] Group 2: Alphabet - Alphabet is projected to report earnings of $2.20 per share and revenue of $93.98 billion [3] - The company is facing ongoing challenges from artificial intelligence impacting its core search business, but its adaptability keeps it competitive [3] - Investors will focus on Alphabet's ability to diversify revenue sources while managing AI-related disruptions [3] Group 3: Microsoft - Microsoft is anticipated to report earnings of $3.38 per share and revenue of $73.8 billion [4] - Growth is expected from rapid AI integration across its product lines, strong cloud service performance, and significant investments in data center infrastructure [4] - Key areas of investor interest include the integration of AI with Azure cloud services and the ability to convert AI-driven demand into recurring revenue [4] Group 4: Meta Platforms - Meta is expected to report earnings of $5.84 per share and revenue of $44.77 billion [6] - The company's stock has surged nearly 50% since April, driven by confidence in resilient advertising spending despite potential economic slowdowns [6] - AI remains a core growth engine for Meta, supported by the launch of the Llama 4 model and targeted acquisitions in the AI space [6] Group 5: Apple - Apple is projected to report earnings of $1.43 per share and revenue of $88.89 billion [7] - Investor focus will be on the growth of subscription services and other business segments, which are expected to enhance profit margins [7] - Concerns about slowing iPhone growth persist, but long-term investment logic is shifting towards service business growth [7] Group 6: Amazon - Amazon's stock performance has lagged behind the market, reflecting a significant disparity between revenue growth and profit growth [8] - The company is expected to see a 9.4% year-over-year revenue increase, but earnings per share growth is only projected at 3.6% [8] - Investors are keen on forward guidance, especially regarding cost control and operational resilience amid macroeconomic uncertainties [8]