Beyond Megacaps: Five Tech Stocks Poised to Shine This Earnings Season

Analysts see opportunities beyond the Magnificent Seven as earnings season approaches, favoring software and specialized semiconductor plays. Apple and Alphabet are highlighted for near-term AI-driven upside (Gemini integration and strong product cycles), while KLA is a high-conviction AI-chip production pick; IBM and ServiceNow are named as software beneficiaries amid margin expansion and growth in non-traditional software offerings, suggesting a broader set of winners could emerge this season.