11:10 AM EDT, 04/28/2025 (MT Newswires) -- Microsoft ( MSFT ) , Amazon ( AMZN ) , Meta (META) and Apple ( AAPL ) are expected to post strong results this week, bolstered by demand for cloud services, digital ads and artificial intelligence, Wedbush said Sunday in a note.

Wall Street "is laser focused to hear from Big Tech titans to get a better grasp on the demand and spending patterns abound from enterprises and consumers," Wedbush said. "On the other hand, tariff uncertainty is the black cloud overhang on the tech sector."

Semiconductor companies and Apple ( AAPL ) are exposed to potential fallout from US-China trade tensions with limited guidance expected from Apple ( AAPL ), Wedbush said.

Conversations with top tech executives show that major cloud and AI projects remain on track, despite tariff concerns, the report said.

Microsoft ( MSFT ) and Amazon ( AMZN ) are expected to report strong cloud results "with guidance that hits whisper expectations with a strong AI demand trajectory," the report said.

Wedbush remains bullish on Apple's ( AAPL ) long-term prospects, focusing on the "1.5 billion iPhone and 2.4 billion iOS installed base and massive services business for downside protection in this nervous market backdrop."

Microsoft ( MSFT ) and Meta results are expected Wednesday with Apple ( AAPL ) and Amazon ( AMZN ) reporting Thursday.

Shares of Microsoft ( MSFT ) fell 0.3% in recent Monday trading, Meta rose 0.4%, Apple ( AAPL ) rose 0.1% and dropped 0.4%.

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