Against the backdrop of ongoing tariff shadows, more than 120 S&amp;P 500 component companies will release their earnings reports this week, with Tesla and Alphabet leading the Mag7 (the seven tech giants in the U.S. stock market) to kick off the earnings season.At that time, company executives will provide relevant guidance on tariff issues, allowing investors to clearly distinguish which tariff risks have been fully digested by the market and which potential impacts have yet to be reflected in stock prices.<h2>Tesla Faces &#34;Red Alert&#34; Moment</h2>Tesla will announce its Q1 2025 earnings report after the U.S. stock market closes on Tuesday local time, with most institutions, including JP Morgan, holding a pessimistic outlook. In an earlier research report, JP Morgan lowered its adjusted EPS expectation for Q1 from $0.40 to $0.36, and the full-year adjusted EPS expectation from $2.35 to $2.30.After Trump regained the White House, Tesla faces significant policy risks, with clear signs of declining sales in several major markets. Additionally, Musk's involvement with the Trump administration has triggered some political repercussions.Dan Ives, a star analyst at Wedbush Securities who is seen as a staunch bull on Tesla, stated that Musk should resign from his role in DOGE and refocus his attention on Tesla, adding that Tesla faces a &#34;red alert&#34; moment when announcing its Q1 results, given the dismal deliveries in the first quarter. Two weeks ago, Ives cut Tesla's target price by 43%, citing that Musk and Trump's tariff policies have triggered a brand crisis.However, some analysts remain optimistic about Tesla, believing that the company's prospects in the fields of autonomous vehicles and artificial intelligence are promising. Gene Munster of Deepwater Asset Management recently noted in a research report:<blockquote>Tesla is in a unique position, with highly attractive opportunities in physical artificial intelligence, which makes investors willing to overlook the difficult year the company may face. From my perspective, the situation in 2025 is not critical; starting next year, Tesla's business is expected to see significant improvement.</blockquote><h2>Alphabet May Be Affected by Tariff &#34;Ripple Effects&#34;</h2>Google's parent company Alphabet plans to release its earnings after the U.S. stock market closes on Thursday. Morgan Stanley analysts recently stated that, like Meta and Amazon, Alphabet may be better positioned to cope with the new trade environment than many other companies in the internet sector, thanks to its scale.However, they added that the &#34;ripple effects&#34; of tariff concerns, including weak demand for digital advertising, could broadly impact the entire industry. Citigroup U.S. equity strategist Scott Chronert wrote in a report to clients on Thursday:<blockquote>Ultimately, the importance of the Q1 reporting period will lie in the information it provides, as corporate executives begin to offer some context on tariffs, which prices will be factored into individual stock prices</blockquote><h2>Technology stocks perform poorly this year, tariffs exacerbate future uncertainty</h2>In addition, Meta and Microsoft plan to announce their earnings next Wednesday, followed by Amazon and Apple a day later.This year has not been friendly to the stocks of the &#34;Big Seven&#34; tech companies, with all companies experiencing double-digit declines. Among them, Microsoft and Meta Platforms have fallen over 10% year-to-date, while Apple, Amazon, and Nvidia have seen declines exceeding 20%. Tesla has plummeted more than 40%.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bfab9ff7-0c68-45ee-8884-0851c74e5bd8.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bfab9ff7-0c68-45ee-8884-0851c74e5bd8.png"/>Analysts believe that spending by tech companies on artificial intelligence, the rise of China's AI large models, and concerns that Trump's tariffs could trigger a recession in the U.S. have all put pressure on American tech stocks.Wedbush analysts told clients last Thursday that under the threat of Trump's tariffs, &#34;we expect almost no tech companies to provide clear guidance next month.&#34;Meanwhile, the GDP growth forecast for the U.S. in 2025 has been declining. Trump's tariff policies have further intensified concerns about a recession, leading some strategists to begin questioning whether the current consensus growth expectations adequately reflect this downward trend.Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, also stated in a media interview:<blockquote>I'm not sure the stock market has fully priced in the possibility of a recession</blockquote>

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In the latest guidelines, investors will clearly distinguish which tariff risks have been fully absorbed by the market and which potential shocks have not yet been priced in

- Over 120 S&P 500 companies, including Tesla and Alphabet, are set to report earnings this week amid ongoing tariff concerns.  
- Tesla faces significant policy risks and has seen a decline in sales, with analysts adjusting EPS forecasts downward, while some remain optimistic about its AI prospects.  
- Alphabet may be better positioned to handle tariff impacts, but concerns about weak digital ad demand could affect the entire tech sector, which has seen substantial stock declines this year.

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Mag 7 financial report kicks off! Under the tariff storm, Tesla sounds the "red alert," and Google faces tariff "chain reactions."