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.
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