Big Tech earnings ‘less influential’ amid broadening AI adoption

Reuters Videos Mon, April 27, 2026 at 4:22 PM EDT Explore stocks on Coinbase Trading disclosure STORY: Alphabet, Meta Platforms, Microsoft, Amazon and Apple all report quarterly earnings this week.But Bennett said larger percentage stock gains this earnings season may come from other firms who “adopt technology and really drive their operating margins.”She cited UnitedHealthcare…


Big Tech earnings ‘less influential’ amid broadening AI adoption
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<span>STORY: Alphabet, Meta Platforms, Microsoft, Amazon and Apple all report quarterly earnings this week.</span><span>But Bennett said larger percentage stock gains this earnings season may come from other firms who “adopt technology and really drive their operating margins.”</span><span>She cited UnitedHealthcare – known until recently as a “perpetual underperformer” – as one of those companies.</span><span>Last week, “the stock moved up considerably when they reported, because their operating margins were expected to come in around 7.6%, and they ended up coming in around 8.3%,” Bennett said.</span>

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