SPY I think AAPL and AMZN are affected more by tariffs than MSFT and META, and we could see that in their future guidance. They are much more physical product based vs software/service based, so we may* not see similar beats this evening as we did last.
META most likely scenario as Meta consolidates as we start to look see if the US has entered recession. GDP did print -0.3% today.... tradingview.com/x/oUSmTjvw/