I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names.
Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&P 500.
I am most optimistic about Microsoft $Microsoft(MSFT)$ . It leads in cloud and AI, and I expect strong Azure growth and solid guidance. A strong report could lift tech sentiment and support the broader market moving forward.
@Tiger_comments @TigerStars
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