As some Big Tech companies prepare to release earnings on Thursday, Victoria Fernandez of Crossmark Global Investments weighs in on growth prospects. She believes "there's going to be some difficulty, I think, in hitting some numbers that continue to make the stocks move higher," given lofty expectations. Fernandez explains that stocks like the tech giants have already priced in anticipated gains from areas like AI monetization. This helps explain disappointing results from names like Alphabet (GOOG, GOOGL) and Microsoft (MSFT) recently. Of the tech titans, she sees Apple (AAPL) as most worrisome for investors, since it has been "down versus the rest of that Magnificent Seven for a while," and faces a "tricky" path to meet forecasts. Given high valuations, Fernandez notes she has been "trimming" tech holdings, advising investors not to "go all in" on those stocks. However, she singles out Microsoft as a top tech pick thanks to strengths in AI, cash flow, and balance sheet. Watch the video above to hear what Fernandez has to say about investing in Amazon. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Angel Smith

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