Benzingaยท2025-10-28 08:06Core Insights - The tech sector is anticipating earnings reports from the Magnificent 7 companies, with Nvidia, Alphabet, Meta, and Microsoft identified as "big winners" due to rising year-to-date earnings revisions [1][2]. Performance Analysis - Alphabet leads with a 41.60% year-to-date return, followed by Nvidia at 38.45%, Microsoft at 26.98%, and Meta at 25.30% [3][4]. - In contrast, Apple, Amazon, and Tesla have underperformed, with Tesla at 19.28%, Apple at 10.24%, and Amazon at 3.07% [5][6]. Earnings Surprise Metrics - Amazon has the best average earnings surprise over the past four quarters at 23.58%, followed by Meta at 19.23%, and Alphabet and Nvidia at 15.40% and 12.02%, respectively [7][8]. - Microsoft has a smaller average surprise of 6.60%, while Apple and Tesla have lower surprises at 4.22% and -6.27%, respectively [8]. Future Earnings Expectations - Upcoming earnings estimates include Amazon at $1.58 EPS, Apple at $1.76, Microsoft at $3.80, Alphabet at $2.27, and Meta at $8.10, placing pressure on these companies to meet or exceed expectations [9][10].