To The Moon

You’ve asked two key questions: (1) “Which tech giants might hit all-time highs next week?” and (2) “Which of them may show meaningful progress in AI?” I’ll address each with as much professional detail as possible, emphasising what the market seems to expect and what to watch out for.

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1. Potential to hit all-time highs next week

Given the upcoming earnings from Alphabet Inc. (GOOGL), Microsoft Corporation (MSFT) and Meta Platforms, Inc. (META) — and based on commentary such as from Jim Cramer that all three could deliver “great results” (with Microsoft as potentially the strongest) — here’s a breakdown.

Alphabet (GOOGL).

• Alphabet is already hitting new highs this week. With momentum and positive sentiment, it’s a strong contender.

• If its quarter delivers strong growth in its core search, YouTube and also its autonomous/Waymo business as anticipated, it may well push further.

• Risks: any guidance shortfall or slowing margin growth might temper enthusiasm.

Microsoft (MSFT).

• Cramer flagged Microsoft as possibly the strongest of the trio. This gives it favourable market expectations.

• If Microsoft reports strong enterprise software growth, cloud (Azure) strength, and meaningful AI­­-monetisation, it may have the upside to hit or approach an all-time high.

• Consider whether it already trades at elevated valuations (PE ~29) — the “room” for upside may be somewhat constrained if everything is baked in.

Meta (META).

• Meta likewise is expected to highlight advertising strength and hardware/AI plays (e.g., its Ray-Ban glasses).

• It has more “story risk” (i.e., big expectations to deliver). If it under-delivers or guidance is cautious, it may struggle to hit new highs. But if it surprises, the upside could be substantial.

• Given the risk/reward profile, Meta might have the highest “swing” potential — both upside and downside.

My view on all-time highs next week: If I were to pick one with the best odds, I’d lean Microsoft. It combines solid fundamentals, favourable expectations and lesser “story risk” than some others. Alphabet is a close second. Meta would be a strong “if it surprises” play.

Of course, the actual market outcome depends heavily on earnings, guidance and macro cues (interest rates, AI sentiment, etc).

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2. Tech giants likely to show progress in AI

Given the three companies, here’s how each is positioned for AI progress and how that might impact their stock narrative.

Microsoft (MSFT).

• Microsoft has been heavily investing in AI: enterprise software, cloud infrastructure, and partnerships/ownership in generative AI efforts. Cramer noted the “Copilot” adoption and Azure growth as key positives. 

• Given its broad business mix (software, cloud, gaming, devices) and strong cash flow, successful AI execution would meaningfully drive future growth.

• Why it may show meaningful progress: If the earnings call highlights faster-than-expected growth in AI-driven revenue streams, this could reinforce the bullish narrative.

Alphabet (GOOGL).

• Alphabet is expected to leverage AI across search, YouTube and also their autonomous vehicle business (Waymo).

• A strong quarter could mention growth from YouTube ads, search monetisation and maybe “AI powered” innovations.

• The challenge: Google already has matured businesses; the key will be showing incremental acceleration or meaningful shift toward AI-driven growth rather than just “we’re doing AI”.

• If they provide guidance or commentary suggesting AI is beginning to meaningfully impact growth, that could boost the stock.

Meta (META).

• Meta is often viewed as more speculative when it comes to its “next big thing” (smart glasses, metaverse, AI). For example, their smart glasses partnership (Ray-Ban Meta) has drawn attention. 

• AI here could show up in improved ad targeting, new hardware/AI device growth, and maybe new revenue streams beyond traditional advertising.

• Risk: It has lost money in some segments (e.g., Reality Labs), so investors will want signs of scaling and better profitability in the AI/hardware side.

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Summary & Recommendations

Best bet for all-time high next week: Microsoft has the strongest combination of expectations and fundamentals.

Strong contender: Alphabet — if it delivers and guides well, it could also make significant upside.

High-upside / high-risk: Meta — if it surprises, the upside is strong, but the risk is also higher.

AI progress outlook: All three are well-positioned; Microsoft and Alphabet perhaps are more “safe” plays and Meta is more of a wild card.

What to watch during their earnings calls:

Revenue & margin growth in AI-driven segments (cloud + AI for Microsoft; search/YouTube + AI for Alphabet; advertising + hardware/AI for Meta).

Guidance for Q/Q and year ahead — especially around AI investments and returns.

Commentary on competitive positioning in AI (e.g., chip supply, infrastructure, partnerships).

Any surprises (positive or negative) in AI monetisation or hardware rollout.