Fund manager's top tech stock picks in focus amid earnings season optimism

A CNBC Pro Talks event will feature a fund manager revealing his top tech stock picks.
Analysts are optimistic about upcoming earnings reports from several major companies.
Warnings have been issued about potential volatility amid the earnings season.
Major banks have recently adjusted recommendations on various stocks based on latest assessments.
There is optimism about gains for stocks like Microsoft, Disney and a Macau casino operator.