Editor's Note: Silicon Valley legend Jeff Brown is forecasting that Elon Musk’s "Kardashev Project" is about to trigger the greatest wealth creation event in history. If you missed out on Tesla... Click here to see the details of what Elon has coming next or read more below.
Dear Reader,
Tech investor Jeff Brown is making what may well be the boldest prediction of his 25-year career.
It all centers around one date: April 30, 2026.
That's when Jeff believes Elon Musk will announce the next phase of his master plan… a move the World Economic Forum believes is “poised to unlock the next phase of AI.”
Elon’s SpaceX IPO is anticipated to bring a $1.5 TRILLION valuation.
All Eyes on Big Tech: Microsoft, Amazon, and Alphabet Reporting Earnings
Posted On Apr 29, 2026 by Ian Cooper
Big Tech earnings are once again taking center stage, and this time, the stakes may be higher than ever as artificial intelligence (AI) continues to reshape the investment landscape. Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL) are set to report earnings after the closing bell, giving investors fresh insight into how AI is translating into real revenue and growth. With valuations stretched and expectations elevated, these reports could set the tone for the broader market in the weeks ahead.
Table of Contents
Microsoft Earnings Preview: Azure Growth and AI Monetization in Focus
Let’s start with Microsoft. When the company posts earnings after the closing bell, investors will be paying close attention to its cloud platform, Microsoft Azure. That’s because, as more businesses shift their operations to the cloud, Azure has become one of the leading platforms powering that transition.
Analysts remain bullish. For example, Goldman Sachs now has a buy rating on the tech giant with a $600 price target. According to the firm, Microsoft’s growth story remains intact, and the risk is already priced in. The firm also says Microsoft is the best compounder across AI products because it earns across AI compute, platforms, and applications.
Analysts at Bernstein say that if MSFT can show a pickup in Azure revenue growth, the stock. could accelerate higher.
In addition, according to Bank of America Global Research analyst Tal Liani, as quoted by Yahoo Finance, “We believe Azure growth remains gated by capacity delivery rather than demand, with [data center] buildout and regional expansions, expected to add incremental AI capacity toward the end of FY26. For the stock to go up, we believe the company would need to beat the Azure growth expectations.”
At the moment, MSFT is expected to see EPS of $4.04 on revenue of $81.46. billion. This time last year, EPS of $3.46 on revenue of $70.06 billion was reported.
Amazon Earnings Preview: AWS AI Growth Drives Bullish Sentiment
Amazon has been wildly explosive over the last few weeks.
Fueling a good deal of recent upside is a combination of strong AI-driven growth in its cloud business and a strong shareholder letter from CEO Andy Jassy.
With regard to the company’s AI business, the CEO noted, “I’ve followed the public debate on whether this technology is over-hyped, whether we’re in ‘a bubble,’ and if the margins and ROIC will be appealing. My strong conviction, at least for Amazon, is that the answers are no, no, and yes,” as quoted in a shareholder letter.
He added, “Three years after AWS launched commercially, it had a $58 million revenue run rate. Three years into this AI wave, AWS’s AI revenue run rate is over $15 billion in Q1 2026 (nearly 260 times larger than AWS at that same point)—and ascending rapidly.”
The company is expected to post sales of $177.28 billion for the quarter, which would be nearly 14% year over year growth.
Alphabet Earnings Preview: Google Cloud and Gemini AI Take Center Stage
When Alphabet posts earnings, investors will be looking for strong updates on Gemini, Google Cloud revenue, and its AI investment plans. Google Cloud revenue, for example, is projected to be $18.4 billion, representing 50% year-over-year growth. For the first quarter, Alphabet is expected to report earnings per share of $2.62 on revenue of $107 billion. Alphabet saw EPS of $2.81 and revenue of $90.23 billion in the same period last year.
Helping, Goldman Sachs just reiterated a buy rating on Alphabet with a price target of $400. As noted by The Street, “The firm’s core message is that the market may still be underestimating the importance of Google Cloud to Alphabet’s overall financial profile.”
“Goldman Sachs describes this as a ‘dual under-appreciated narrative’: Alphabet has both the compute scale to build the best AI infrastructure and the user distribution at scale to monetize it at the platform and application layers,” they added.
Big Tech Earnings Outlook: Why AI Guidance Matters Most
Microsoft continues to position itself as a dominant AI ecosystem player, Amazon is rapidly scaling its AI capabilities through AWS, and Alphabet is working to prove that its cloud and AI platforms can drive the next phase of growth.
As big tech earnings roll in, the real story won’t just be in the numbers—it will be in the outlook. Strong guidance and signs of accelerating AI adoption could push these stocks higher, while any hint of slowing momentum may spark volatility. Either way, this is a pivotal moment for Big Tech, and investors would be wise to pay close attention.
For investors, this isn’t just another earnings cycle—it’s a critical checkpoint for the AI investment thesis that has powered much of the market’s gains. Clear signals of sustained demand, improving margins, and expanding capacity could reinforce confidence in these names as long-term leaders.
However, any disconnect between expectations and execution may create short-term pullbacks, offering both risks and opportunities depending on positioning. Either way, this is a pivotal moment for Big Tech, and investors would be wise to pay close attention.
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