The following video is from Friday's Investor Beat, in which host Chris Hill and Motley Fool analyst Ron Gross dissect the hardest-hitting investing stories of the day.

Microsoft's (MSFT 0.09%) earnings report shows the company may be making the key shifts investors are looking for, Amazon (AMZN -1.54%) is doing some big spending for the future, and is Twitter (TWTR) leaving some money on the table in its IPO? Here are three big names in tech stocks that investors should have their eyes on today.