LIVE: MSFT, META, AMZN, AND GOOGL EARNINGS REPORT 2026
In a Nutshell
Mag 7 earnings (MSFT, META, AMZN, GOOGL) on April 29, 2026, all beat Q1 expectations with strong EPS/revenue surprises, but post-earnings reactions mixed: Amazon and Microsoft dipped initially before partial recovery, Meta fell 6-10% on raised AI capex to $125-145B (prioritizing overinvestment over underinvestment), and Google held strongest amid profit-taking after 30% YTD gains. Markets consolidated near highs pre-earnings with volatility; speaker trimmed positions (e.g., SanDisk for $3.7K profit), advises position sizing, stop-losses, and avoiding overtrading amid AI spending concerns, weak consumer sentiment, and no Fed cuts. Long-term bullish on Mag 7 beats (95% rate), but watch guidance and capex; promotes LPP trading team/tools and Investing Pro software.
These notes were generated by AI and may contain inaccuracies.
Meta, Microsoft, Amazon, and Google reporting Q1 earnings right after market close on April 29th, 12:52 p.m. Arizona time, markets close in 7 minutes 40 seconds. FOMC rate decision had little reaction with consolidation until press conference when markets ran higher, now derisking toward close. Mag 7 companies trading near all-time highs; if they miss expectations, potential sell-off. Amazon at 657 vs all-time high 652, not an incredible deal but can push higher with better-than-expected earnings, EPS, revenue, and guidance. Guidance critical: companies can beat earnings but weak forward projections deter investors. Q1 already over; need to meet/exceed expectations and project continuation, especially amid possible AI overinvestment.
MSTR down nearly 5% with consistent lower highs and lower lows; congratulations to MSTZ holders. Markets rational, take profits when in doubt. INTC up 11-12% despite losing $3 billion net income yearly; one of best performing stocks for 2026. SanDisk showing support, up 10-11% but giving back to pre-market support. Microsoft consolidating slightly red, lagging Mag 7, overbought reversal; could pop higher on beat or drop to 370. Mag 7 at beautiful levels, not good short-term deals but feel great if invested; Google from lows 269 to highs 350, Amazon incredible, Meta sharp recovery but struggling above 700.
Using Investing Pro software (first link in description). Microsoft: negative reaction 8/10 last times. Meta more bullish except 10-11% drop. Google strong but sells off sometimes, e.g., 2.4% decrease despite exceeding, due to capex 4.98. Amazon half and half.
Earnings volatile for beginners; don't recommend trading but adults decide. Personally avoid uncertain times, reduce positions. Trimmed small position at 690, up $3200 on SanDisk playing safe. Markets eager to push higher; rare all four Mag 7 reporting same time (normally pairs Wed/Thu, Apple tomorrow). Watching all four; post-earnings: Amazon down 4.5% initially (had to miss), Microsoft up 2%, offsetting.
Amazon down 5% then trying to recover to green, now 2.5% red; $2.8 trillion market cap, huge volatility. Microsoft lagging pre-earnings but strong, furthest from all-time highs. Dips bought up, markets irrational. All four beat: Amazon 57% surprise, 1.4% beat; Meta down 6.4%; Google strong; Microsoft sharp fall then bottom possibly in. NASDAQ only goes up despite volatility. Ford reporting, recovered from 8 despite low consumer sentiment.
All four beat expectations technically. Real Mag 7 print money; 95% beat rate. P/E not high at 32; Google $132.2 billion. Investors taking profits after 30% gains in 30 days (vs average 7-10% yearly). Meta biggest outlier down due to raised capex forecast $125-145 billion (prior $115-135 billion), doubling down on AI infrastructure amid layoffs for cost-saving and workforce reshape around tech.
"hey we could be possibly overinvesting into AI but the cost of overinvesting is going to be much less than underinvesting and falling behind."
Meta notorious for overspending (e.g., metaverse); going all-in to compete. Wall Street uncertain, especially post-OpenAI delivery concerns. Earnings call key for second wave reaction. Three of four now red, NASDAQ falling, sentiment shifting.
INTC hyped like meme stock despite $3 billion yearly losses, negative 133 P/E, 42% downside, 3.3 billion; revenue growing but shitty company forms lower highs/lows. Too risky to short due to momentum; don't buy at elevated levels. Speculative based on Trump partnerships/admin like Pelosi AI investments.
Financial adviser suggested ServiceNow (recently sold off on earnings); uncertainty competing with AI, shared marketplace shrinking pie. P/E elevated but revenue/net income growing; direction unfavorable, not convinced on recovery. Investments take time, not whims.
SanDisk up $3700 after giving back; set limit orders, play safe with smaller exposure on high volatility/catalysts. Manage position size: 20% or 10% instead of all-in. Use criteria for trades: entry, stop loss, profit targets, risk-reward ratio for calculated decisions, no surprises.
LPP team (second link description): trade live mornings at market open, discuss news/impacts, hold back on overtrading. Developing tools for criteria-based trading (LPP exclusive). One-time payment, lifetime access since 2018.
Amazon hit least at all-time highs. Tesla uncertain due to Elon promises/delays. Google only true winner. All beat but capex/AI spending concerns (Meta ~9-10% more than forecast, ~$135 billion). Volatility normal for long-term investors; trimmed Mag 7 at highs, wait for deals. Overtrading risky amid weak labor, rising inflation, no Fed rate cuts soon, high oil, Strait of Hormuz issues, struggling consumers. Invested in all four. Follow YouTube/Instagram (verified, third link); no DMs/friend requests/fund management. Investing Pro first link. See tomorrow's live trading; end year green.
Keep Ricky Gutierrez in your library
Save the videos and channels worth coming back to, and find them again in one place.
