Are FAANG stocks over? Is Netflix (NFLX) no longer a growth company? "Alphabet, Apple, Microsoft stocks are all likely to be strong performers after the release of their earnings reports. Meta Platforms (FB) could see continued headwinds of IDFA and potentially some decrease in ad spending," says Daniel Newman. He is also interested to watch the data for semiconductor stocks like Intel, AMD, and TSMC, which historically showed robust results and increased guidance.