GOOGL "Guide" for Mag 7 Earnings: Cloud & A.I. Center of Tariff Volatility
Schwab Network · Schwab Network
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Show Notes
Robert Schein believes Alphabet (GOOGL) will set the tone for Mag 7 earnings on deck this week. He expects to see weaker guidance across the Big Tech spectrum but says the most important numbers will be cloud revenue and A.I. CapEx spend. Robert eyes Amazon (AMZN) as an attractive buy as valuation shrinks back to levels not seen since 2009. One non-Mag 7 company catching his attention: Netflix (NFLX). Its valuation is rich to Robert for now but urges investors to keep an eye on it once price retreats.
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