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 +2.92%) earnings report shows the company may be making the key shifts investors are looking for, Amazon (AMZN 1.40%) is doing some big spending for the future, and is Twitter (TWTR +0.00%) 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.