From Nasdaq: 2025-04-28 16:57:00

Alphabet’s first-quarter results beat expectations but show a slowdown in paid clicks growth, raising concerns about long-term search monetization. Tech giants like Microsoft, Amazon, Meta, and Apple are expected to report strong earnings due to continued investments in AI. Bitcoin prices rise amid hopes of easing geopolitical tensions and new acquisition news.

SoftBank, Tether, and Cantor Fitzgerald’s bitcoin vehicle could boost crypto demand. Apple’s supply chain tariffs are already factored into stock prices, with potential for a rebound if exempted. Shifting supply chains to India and Vietnam are mitigating U.S. tariff impacts on iPhone shipments.

Investors are keeping an eye on megacap earnings and Federal Reserve commentary for signs of macro stability. Crypto gains may reverse if peace talks stall or inflation data surprises. Apple supply chain stocks could rebound with tariff exemptions or production shifts.

IBM’s $150 billion investment in quantum and mainframe manufacturing positions them as a leader in next-gen computing, supporting tech jobs and national security. Big Tech’s resilience is evident as companies double down on AI and infrastructure despite tariff uncertainties. Bitcoin’s rally signals renewed institutional interest and risk appetite in tech sectors.



Read more at Nasdaq: Big Tech Earnings Poised to Shine as AI Budgets Soar Amid Tariff Fears