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Focus on the Google Cloud annual conference, how will it impact market trends?
富途资讯
joined discussion · Apr 19 17:44

Weekly Outlook | US-Iran Situation Reaches Critical Juncture! Temporary Ceasefire Agreement Expires Next Week; Fed Chair Nominee Kevin Warsh to Testify Before Congress on Tuesday; Google Cloud Next Conference to Be Held from April 22-24; Tesla, Intel to Release Earnings Reports Soon

Key Schedule for the Coming Week
The two-week ceasefire agreement between the US and Iran is set to expire, with new round of negotiations still up in the air
Late Eastern Time on April 21, the two-week ceasefire agreement between the US and Iran will expire. The US and Iran are currently weighing a two-week extension of the ceasefire, but neither side has confirmed it officially. Although US President Trump stated locally on the 17th that US-Iran talks are expected to be held this weekend and an agreement could be reached within 'a day or two,' based on Iran's statements over the weekend, a new round of negotiations between the two sides remains uncertain. Iran noted that it has not agreed to hold another round of talks with the US and once again closed the Strait of Hormuz.
When discussing the progress of negotiations with the US, Iranian Parliament Speaker Mohammad Bagher Ghalibaf said that the talks have not eliminated distrust between both sides, but both have developed a more pragmatic understanding of each other. Some issues have been resolved during the negotiations, while others remain unresolved. He believes there is still a long way to go before a final agreement can be reached. He also emphasized that Iran remains firm on certain issues, stating these demands are non-negotiable.
The US Senate will hold a hearing on Tuesday regarding Kevin Warsh's nomination as Federal Reserve Chair
On April 21, the US Senate Banking Committee held a hearing on Kevin Warsh's nomination for Federal Reserve Chair. Democrats are still pushing to delay this hearing and have written to Senate Banking Committee Chairman Tim Scott stating that the hearing and subsequent vote should be postponed until the investigations into Powell and Federal Reserve Governor Cook are concluded. Republican Senator Thom Tillis has threatened that unless the Department of Justice halts the investigation into Powell, he will block Warsh from becoming the Federal Reserve Chair.
Powell’s term as Federal Reserve chairman ends on May 15, and he has previously stated that if his successor is not confirmed, he will legally remain in office. He can also choose to continue serving as a formal member of the board until 2028. However, Trump’s stance remains equally firm. Earlier this week, he stated that the investigation into the renovation project of the Federal Reserve headquarters must proceed. If Powell does not resign when his term as Fed chair ends, Trump will fire him.
Democrats are expected to aggressively question Warsh about his wealth during the hearing, as he has become the wealthiest nominee for Federal Reserve chairman in history. Warsh is also anticipated to face tough questions regarding the future direction of the Fed's independence and whether he would lower interest rates as directed by Trump.
Google Cloud Next is about to begin
Google’s major conference, Google Cloud Next, is scheduled to take place from April 22 to 24, 2026. It is expected to unveil a new generation of TPU architecture and disclose advancements in applications such as memory pooling and optical circuit switches (OCS), which could significantly impact the AI computing power supply chain.
Key Schedule for the Coming Week The two-week ceasefire agreement between the US and Iran is set to expire, with new round of negotiations still up in the air Late Eastern Time on April 21, the two-week ceasefire agreement between the US and Iran will expire. The US and Iran are currently weighing a two-week extension of the ceasefire, but neither side has confirmed it officially. Although US President Trump stated locally on the 17th that US-Iran talks are expected to be held this weekend and an agreement could be reached within 'a day or two,' based on Iran's statements over the weekend, a new round of negotiations between the two sides remains uncertain. Iran noted that it has not agreed to hold another round of talks with the US and once again closed the Strait of Hormuz. When discussing the progress of negotiations with the US, Iranian Parliament Speaker Mohammad Bagher Ghalibaf said that the talks have not eliminated distrust between both sides, but both have developed a more pragmatic understanding of each other. Some issues have been resolved during the negotiations, while others remain unresolved. He believes there is still a long way to go before a final agreement can be reached. He also emphasized that Iran remains firm on certain issues, stating these demands are non-negotiable. US Senate to Hold Hearing on Kevin Warsh’s Nomination as Fed Chair on Tuesday On April 21, the US Senate Banking Committee will hold a hearing on Kevin Warsh's nomination as Federal Reserve Chair. Democrats are still pushing to delay this hearing, and...
Related Reading:Google TPU secures another major order as the annual conference approaches! Which companies in the supply chain should be closely watched?
US stocks hit another record high this week, with markets focusing on Q1 earnings reports
US equities seem to have shaken off concerns surrounding the US-Iran conflict, climbing steadily this week to reach new all-time highs. Investors will shift their focus next week to the wave of upcoming earnings reports from American companies to confirm whether the rally can continue. Strong corporate earnings are expected to serve as the key pillar supporting bullish sentiment in the stock market. Nearly one-fifth of S&P 500 constituents are set to report earnings next week.
Tesla (TSLA.US) Tesla will release its earnings report after the market close next Wednesday, becoming the first among the 'Magnificent Seven' tech giants to disclose Q1 results. Elon Musk may provide clearer guidance on businesses such as the AI5 chip, the Terafab chip plant, and the Optimus robot. The market also anticipates him revealing some information about SpaceX’s potential IPO.
$Intel (INTC.US)$ Intel will also release its earnings report after the market close next Thursday. The company just hit a new high this week, breaking records since the 'dot-com bubble' era. Additionally, GE Vernova, one of the three giants in the gas turbine industry, $GE Vernova (GEV.US)$ and liquid cooling standout stock Vertiv Holdings (VRT.US) and NVIDIA partners $IBM Corp (IBM.US)$ are all set to release earnings reports next week.
Major domestic meeting likely to be held
The domestic Politburo meeting is generally held at the end of April. Bohai Securities believes that the April Politburo meeting and Q1 economic data may gradually become the core macro narrative in the coming period. Huaxi Securities believes that the A-share market will subsequently focus on the late-April Politburo meeting and sectors with high earnings momentum.
US Customs: Tariff refunds to begin on April 20, estimated at $1 trillion
According to CCTV News, US Customs and Border Protection announced on the 14th that it has largely completed the first phase of developing new functionalities for its customs clearance system to facilitate large-scale refunds to importers. The related tariff refund process will commence on the 20th. This refund system will reimburse importers for $166 billion (approximately RMB 1.13 trillion) in tariffs, which were ruled 'illegal' by the US Supreme Court in February this year.
Key earnings calendar for the new week.
Related Reading:[Prize Giveaway] Earnings season kicks off! Tesla and Intel lead the way, oil/gas and gold/copper soar; quick recap of the week's earnings (April 20-24)
Monday (April 20)
Keywords: China's April LPR quote, Shenghong Technology grey market
In terms of financial events,China's Loan Prime Rate (LPR) for April will be released. The market widely expects the LPR for over five years to remain at 3.5%, while the one-year LPR stays at 3%. This will mark the eleventh consecutive month without any change.
In terms of new stocks,Supplier of artificial intelligence and high-performance computing PCB products Shenghong Technology (02476.HK) will conduct a grey market trading session.
In terms of earnings, $大族数控 (03200.HK)$、 Zions Bancorporation (ZION.US) is scheduled to release its earnings on the 20th.
Tuesday (April 21st)
Keywords: Kevin Warsh nomination hearing, Shenghong Technology’s official listing, UnitedHealth and Zijin Mining to release financial reports
In terms of financial events,The US Senate Banking Committee will hold a confirmation hearing on Kevin Warsh's nomination as Federal Reserve Chair at 22:30.
In terms of economic dataThe US March retail sales month-on-month rate will be announced at 20:30.
Regarding new stocks Shenghong Technology (02476.HK) will officially go public.
In terms of earnings,US stocks 3M (MMM.US) 、 RTX Corp (RTX.US) 、 $UnitedHealth (UNH.US)$ is set to release earnings before the market opens on the 21st. Hong Kong stocks $China Unicom (00762.HK)$ 、 Zijin Mining (02899.HK) 、 Fuyao Glass (03606.HK) will release earnings on the 21st.
Wednesday (April 22nd)
Keywords: Tesla earnings report, Google Cloud Next conference
In terms of financial events,, the Google Cloud Next conference will be held from the 22nd to the 24th, with expectations to unveil a new generation of TPU architecture and disclose key AI computing technology advancements such as Optical Circuit Switches (OCS).
In terms of economic dataAt 22:30, the EIA crude oil inventory for the week ending April 17 in the US will be released.
Regarding new stocks $Huaqin Technology (03296.HK)$ will conduct a dark pool trading session.
In terms of earnings, US stocksTesla (TSLA.US) is scheduled to release its Q1 2026 earnings report after the market closes on April 22, followed by a conference call. The market will focus on its delivery volume and profit margin, as well as $Boeing (BA.US)$ 、 $GE Vernova (GEV.US)$ 、 $Vertiv Holdings (VRT.US)$ will release its earnings before the market opens on the 22nd, $IBM Corp (IBM.US)$ 、 $Lam Research (LRCX.US)$ will also release earnings after the market close; in Hong Kong stocks, $Hengrui Pharma (01276.HK)$ will announce earnings.
Thursday (April 23)
Keywords: US initial jobless claims for the week ending April 18, Intel earnings report
In terms of economic dataThe US initial jobless claims for the week ending April 18 will be released at 20:30.
Regarding new stocks $Huaqin Technology (03296.HK)$ will officially go public.
In terms of earnings,US stocks $Freeport-McMoRan (FCX.US)$ 、 $Lockheed Martin (LMT.US)$ is scheduled to release its earnings before the market opens on the 23rd, $Intel (INTC.US)$ 、 $Newmont (NEM.US)$ 、 $SAP SE (SAP.US)$ to be released after the market close, Hong Kong stocks China Telecom (00728.HK) 、 Aluminum Corporation of China (02600.HK) will announce earnings.
Friday (April 24th)
Keywords: Procter & Gamble, Luoyang Molybdenum, Goldwind Technologies earnings reports
In terms of economic data, the final reading of the University of Michigan's U.S. consumer sentiment index for April will be released at 22:00.
In terms of earnings,US stocks Procter & Gamble (PG.US) will release earnings before the market opens on the 24th, Hong Kong stocks Goldwind Technologies (02208.HK) 、 Luoyang Molybdenum (03993.HK) 、 CITIC Securities (06030.HK) 、 Chifeng Gold (06693.HK) will also release earnings.
Stay ahead on major financial events and discover investment opportunities early! Open Futubull > Market > US Stocks >Financial Calendar/Selected macroeconomic data, seize the investment opportunity!
Key Schedule for the Coming Week The two-week ceasefire agreement between the US and Iran is set to expire, with new round of negotiations still up in the air Late Eastern Time on April 21, the two-week ceasefire agreement between the US and Iran will expire. The US and Iran are currently weighing a two-week extension of the ceasefire, but neither side has confirmed it officially. Although US President Trump stated locally on the 17th that US-Iran talks are expected to be held this weekend and an agreement could be reached within 'a day or two,' based on Iran's statements over the weekend, a new round of negotiations between the two sides remains uncertain. Iran noted that it has not agreed to hold another round of talks with the US and once again closed the Strait of Hormuz. When discussing the progress of negotiations with the US, Iranian Parliament Speaker Mohammad Bagher Ghalibaf said that the talks have not eliminated distrust between both sides, but both have developed a more pragmatic understanding of each other. Some issues have been resolved during the negotiations, while others remain unresolved. He believes there is still a long way to go before a final agreement can be reached. He also emphasized that Iran remains firm on certain issues, stating these demands are non-negotiable. US Senate to Hold Hearing on Kevin Warsh’s Nomination as Fed Chair on Tuesday On April 21, the US Senate Banking Committee will hold a hearing on Kevin Warsh's nomination as Federal Reserve Chair. Democrats are still pushing to delay this hearing, and...
For a new week, wish all fellow investors successful investments!
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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