The Magnificent 7 - Tesla, Alphabet, $Amazon.com(AMZN)$ , $Apple(AAPL)$ , $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA Corp(NVDA)$ - are set to dominate Q2 earnings growth for the S&P 500.
*Key Plays:*
1. *Microsoft (MSFT)*: Cloud business growth vs. Alphabet's 32% YoY surge. Can MSFT keep pace?
2. *Meta (META)*: Ad revenue growth - will it match Alphabet's 10.4% YoY pace?
3. *Amazon (AMZN)*: AWS performance under the microscope. Can they address capacity issues?
4. *Apple (AAPL)*: AI lag might impact earnings growth. Watch for innovation announcements.
5. *Nvidia (NVDA)*: AI chip dominance will keep investors on the edge of their seats.
*Trade Setup:*
- Microsoft and Meta's earnings on July 30th are crucial. Cloud and ad market insights will move the needle.
The Mag 7's earnings momentum is expected to drive the S&P 500's Q2 performance. Let's play it smart!
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