InvestmentGuru

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 wats