To The Moon

Here’s a structured professional take on your questions about the big tech players, their upcoming earnings and AI prospects.

---

1. Which company might hit an all-time high next week?

Given your mention of Alphabet Inc. (GOOGL) reaching new highs this week, the next companies most likely to challenge or surpass prior peaks are:

Microsoft Corporation (MSFT) — Analysts expect strength in its cloud (Azure) and AI businesses. 

Meta Platforms, Inc. (META) — With a strong YTD gain and heavy investment into AI/advertising, it is “within striking distance” of record highs. 

Possibly Nvidia Corporation (NVDA) as well — the company is already near record highs and is central to the AI rally. 

My best guess: Microsoft has the highest probability to hit an all-time high next week. Reasons:

It has solid expectations for its upcoming earnings (strong cloud/AI growth).

It’s slightly “behind” the very latest highs of some peers and thus has more room to surprise.

If Microsoft delivers, momentum could push it through prior highs.

Meta also has a good shot, but it may require more of an upside surprise in its AI/advertising metrics. Nvidia is somewhat more exposed to execution and macro risks (export controls, chip demand), so while plausible, it may be slightly less of a sure bet in the near term.

---

2. Which tech giants may show progress in AI?

Several of the major tech names you mention are already signalling or expected to demonstrate meaningful AI-progress. Key ones include:

Alphabet Inc. — The company has significantly increased its capital expenditure (capex) for AI infrastructure (cloud and data centres). 

Microsoft Corporation — The focus on Azure growth, AI demand and infrastructure has analysts expecting strong results. 

Meta Platforms, Inc. — Heavy investment into its “Superintelligence” unit, large hardware/AI capex in 2025, and expectations of AI-driven ad growth. 

Also worth watching: Amazon.com, Inc. (AMZN) — While not central in your list, it appears in AI-stock watches and will likely speak to AI/ML initiatives. 

Summary of AI-progress signals:

They’re ramping up capex and infrastructure to support AI workloads and cloud growth.

They are expected to tie AI progress (hardware, software, services) into upcoming earnings as a growth driver.

Investors are expecting more than “business as usual” — the question is which firms can show a credible path (monetisation, margin expansion, competitive moat) from their AI bets.

---

Final Observations

If Microsoft delivers strong earnings and credible AI/Cloud commentary, it is well placed to hit a new high.

Meta has upside but may need an “AI narrative” surprise or strong advertising metrics for the stock to break out.

Alphabet is already at new highs, so the focus shifts to the others rather than them.

AI progress remains a major theme: those companies that show clear actionable (not just headline) AI improvements will likely be rewarded.