However, according to Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, these are all reasons to be a "little cautious" following the busiest week for earnings.
All reasons to get a little cautious on the market," Slimmon told CNBC's Squawk Box Asia Thursday.
Microsoft and Alphabet kicked off earnings season last week for the mega-caps, while Apple and Amazon are set to report this week.
"I am not negative on the mega-cap tech stocks," Slimmon said, acknowledging Microsoft's strong results .
Slimmon pointed out that the broadening of investors' interests is also likely at play, adding further selling pressure to Big Tech stocks.
Persons:
Andrew Slimmon, Slimmon, CNBC's, MSFT, there's, Slimmon's isn't, Janet Yellen, Morgan Stanley, steelmaker
Organizations:
Nasdaq, U.S . Federal, Morgan Stanley Investment Management, Microsoft, Apple, Big Tech, Dow Jones, United, Treasury, Corp, JPMorgan, Ameriprise
Locations:
China, U.S