Big Tech earnings are coming, and Trump will be top of mind for investors
Published On Jan 23, 2025, 10:41 AM
Big Tech's earnings season is on the horizon with major releases from companies like Apple, Meta, and Microsoft. Investors are keen to understand how these firms are leveraging AI technologies, especially as they navigate potential regulatory changes under President Trump's administration. Concerns include how Trump's policies might affect tariffs, export controls, and antitrust regulations, which could have significant implications for these tech giants. As AI continues to be a focal point, companies are expected to report on their spending and revenue from AI-related projects. There's speculation over potential market shifts regarding TikTok's status, which might influence advertising revenues for competitors like Google and Meta.
Stock Forecasts
MSFT
Positive
With the increasing relevance of AI in the upcoming earnings reports and the potential for less regulatory pressure under Trump's administration, companies like Microsoft and Google could gain traction in their stock performance. Investors seem likely to react positively to their earnings as AI strategies are showcased.
AAPL
Positive
Apple could benefit from a favorable relationship with Trump and a potential avoidance of tariffs, making it a strong contender for positive sentiment in the market. Its focus on AI integration and cloud services may further support this positive outlook.
META
Positive
The uncertainty surrounding TikTok and Trump's promises may keep Meta in a volatile position, but should the app face challenges, Meta might gain from increased ad revenue from displaced TikTok users.
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