5 out of 7

This week is not just any week. This is the week that could set the direction for the rest of 2026.

📅 Biggest Earnings Week of the Year

Five of the MAG7 report this week. We are talking about companies worth nearly $16 trillion combined. One quarter of the entire S&P 500. Here is your cheat sheet.

Wed 29 April

🟢 Alphabet (GOOG) — Revenue expected up 19% YoY. Google Cloud growth accelerating. AI is amplifying Search, not killing it. Bullish.

🟢 Meta (META) — Revenue expected up ~30% YoY. AI tools are making ads work harder. Clean story. Bullish.

🟢 Microsoft (MSFT) — Azure AI revenue growing fast. Watch for Copilot traction numbers. a little bullish.

🟢 Amazon (AMZN) — AWS is the engine. Margin holding strong. Bullish.

Thursday 30 April

🟢 Apple (AAPL) — iPhone 17 demand in China reportedly up 20%. Services segment staying strong. Neutral to bullish.

The market is no longer giving Big Tech a free pass on AI spending. This week is the report card.

Are all these billions in AI investment actually producing real revenue growth?

If the answer is yes, the rally continues. If cloud growth disappoints or guidance gets pulled, expect the market to correct quickly.

I am watching Wednesday night most closely.

Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.