Apple is expected to face a string of questions over the delayed roll-out of key AI features and the impact of the Sino-U.S. tariff standoff on its business, when it reports results on Thursday. Even as Apple benefited from a rush of orders for its recently launched lower-priced iPhone 16e in the January-March period ahead of potential tariffs, Wall Street analysts still expect the company will report a small fall in iPhone sales. The Trump administration has so far spared electronics from tariffs, but Washington has signaled that some levies could come in the coming weeks.

Nvidia (NASDAQ: NVDA) has quickly risen from an obscure semiconductor company to become a household name. The company's success has mainly been driven by its skyrocketing data center sales, which have boomed as technology companies commit hundreds of billions of dollars to build the most advanced artificial intelligence (AI). The latest research from The Motley Fool shows that Nvidia easily leads the pack when it comes to data center sales, with $35.5 billion in the fourth quarter of 2024.

Microsoft will report its third quarter earnings on Thursday.

The tariffs have diminished Big Tech's prospects, but the bet is that investors are still better off with them than without them.

(Bloomberg) -- When the two biggest players in cloud computing report earnings this week, the amount the companies are spending will be just as interesting to investors as how much they are making. Most Read from BloombergNew York City Transit System Chips Away at Subway Fare EvasionNYC’s Congestion Toll Raised $159 Million in the First QuarterNewsom Says California Is Now the World’s Fourth-Biggest EconomyThe Last Thing US Transit Agencies Should Do NowAt Bryn Mawr, a Monumental Plaza Traces th