Lisa Schreiber says A.I. remains in focus after seeing this week's slate of Big Tech earnings. She believes Apple (AAPL) can materialize robust growth through Apple Intelligence. Meta Platforms (META) is a company Lisa expects to grow as DeepSeek shows potential for cutting costs in A.I., and sees Microsoft (MSFT) as another beneficiary despite earnings disappointment. She later looks ahead to next week's Mag 7 earnings in Amazon (AMZN) and Alphabet (GOOGL).