I'd keep a really close eye on the incremental advantages that Alphabet (GOOGL) has in the current environment, says Beth Kindig, CEO & Lead Tech Analyst, I/O Fund. She is looking for strength in their advertising segments. I would expect good numbers out of Microsoft (MSFT) in terms of their Azure data center cloud offering, it should be up about 45%, and their Intelligent Cloud should be up about 25%, says Dan Morgan, VP, Sr. Portfolio Manager, Synovus Trust Company. He says Apple (AAPL) iPhone sales should be relatively strong. He thinks Amazon (AMZN) should get back on track as far as a growth trajectory. Beth is excited about Roku's (ROKU) numbers this week. They also discuss Meta Platforms (FB) and Shopify (SHOP).