I’m backing Microsoft
$Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case.
Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates.
Overall, I think this earnings season is about proving AI spending can translate into real profits. Strong guidance for the rest of the year could be just as important as the quarterly results. My prediction is that Microsoft will deliver the biggest positive surprise.
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