Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, April 27th, and I'm your host, Kim Khan.

Another week, another gear-up and earnings season.

180 S&P 500 companies are expected to issue results this week, and four more reports from

magnificent seven companies will test the broader market's appetite for momentum names.

After stocks and bonds stabilized last week, as President Donald Trump backed off his desire

to oust Fed Chairman Jay Powell and indicated

there's a trade deal to be made with China, the next question is whether the AI trade can resume.

Apple, Microsoft, Meta, and Amazon are all due to weigh in on the week.

Microsoft and Meta report on Wednesday, Apple and Amazon report Thursday.

While all companies have the potential to

be market moving, traders will be looking at Microsoft, backer of chat GPT, Maker OpenAI, for an AI

and Apple for insight on tariff impacts. analysts expect Microsoft to report EPS of 322 on revenue of

$68.44 billion. Morgan Stanley recently lowered some of its estimates

for Microsoft due to high levels of macroeconomic uncertainty, but continues to favor Microsoft's

current valuation and sees the company as a key winner in the generative AI space.

In the bullish camp of SA analysts, investor overview says Microsoft is now deliberately sacrificing

profitability to achieve economies of scale. By the end of full year 2025, AI data center expansions

will be able to meet demand, suggesting that the margin pressure is temporary. On the bare side,

analyst Paul Frank says tariff retaliation and outright boycott efforts overseas against American brands are building steam.

Plus, a justification problem arises in a U.S. recession where businesses and consumers cut back spending on all software, keeping old versions working instead of upgrading as one example.

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