Big Tech & Enterprise Earnings After the Close .
Tonight’s reports from $TSLA, $GOOG, $NOW, and $IBM could set the tone for the rest of earnings season. Implied volatility is elevated, so expect sharp moves in both directions.
$TSLA
Key focus: Auto margins, delivery outlook, FSD/Robotaxi progress, Optimus updates, energy storage growth, and any surprise strategic announcements. Expectations are relatively low after a weak year, making guidance more important than the headline numbers.
$GOOG
Watch Cloud growth, AI monetization through Gemini and Search AI, advertising resilience, and capital expenditure guidance. Alphabet’s commentary could influence sentiment across AI infrastructure, semiconductors, and NeoCloud names.
$NOW
The market will be watching subscription revenue, RPO/CRPO growth, and forward guidance. With the stock under pressure this year, even a small guidance miss could trigger a sizable move.
$IBM
Focus on hybrid cloud performance and enterprise AI adoption, particularly watsonx traction. Investors will look for signs that enterprise AI spending continues to accelerate.
What matters most tonight:
• AI capex outlook from large enterprises.
• Cloud demand trends.
• Enterprise software spending.
• Any change in AI infrastructure investment plans that could impact semiconductors, photonics, optical networking, and NeoCloud stocks.
Expect volatility. Guidance and management commentary will likely matter more than headline EPS.
DYOR.