[With Prizes] Earnings Season Continues! PLTR, AMD, LITE, RKLB Take the Stage, Quick Earnings Recap for the Week (May 4 - May 8)

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The final trading week of April quietly came to an end amidst market anxiety and excitement, with multiple dynamics across various assets still in fierce contention:The狂欢 of AI-related stocks with underlying bubble concerns, volatile fluctuations in oil prices, and Bitcoin's relentless surge—none of these major investment themes have truly faded from the spotlight.Meanwhile, the earnings season also sparked waves.

Reviewing the broader market performance, Hong Kong stocks this week exhibited a 'first rise then fall' volatile pattern, but still recorded significant gains in April; funds aggressively rotated between the 'AI computing power' theme and traditional economic sectors, causing sharp sector divergence while semiconductors remained resilient.
In the U.S. stock market, the S&P and Nasdaq once simultaneously hit new all-time highs, with NVIDIA’s market cap surpassing $5.26 trillion, setting yet another global corporate valuation record; however, following negative news about OpenAI’s growth slowdown, AI concept stocks collectively faced heavy pressure and fell sharply, leading to a subsequent pullback in the Nasdaq. Nonetheless, April saw a strong rebound, with major indices posting their best monthly performance in years, led by semiconductors and technology sectors.

Amidst changing market trends, earnings have become the sharpest litmus test for the market.

$Seagate Technology (STX.US)$ Third-quarter earnings significantly exceeded market expectations, driven by AI-fueled explosive demand for large-capacity storage.Management stated that the industry is entering a new era of structural growth.This news drove after-hours share prices up 18%, lifting the entire storage sector, but those at elevated levels were harshly repriced by the market. $SanDisk (SNDK.US)$$Western Digital (WDC.US)$

Earnings season is in full swing for giants like Google, Microsoft, Meta, Apple, and Amazon, with the market response showing a significant divergence: $Alphabet-A (GOOGL.US)$ The CEO stated that "AI is lighting up every corner of the business," with all operations thriving; shares surged nearly 10% post-earnings, marking the largest increase in eight months. In contrast, $Meta Platforms (META.US)$ despite strong ad revenue, guidance indicating a doubling of capital expenditure has spooked the market. $Apple (AAPL.US)$ Meanwhile, after management's comments, its after-hours share price turned around strongly. Under the same AI wave, some are riding the momentum while others are struggling against the current.

There were also bright spots among Hong Kong-listed stocks: Geely Auto’s net profit soared by 31%, and Goldwind Technologies' earnings surged nearly 60%, directly driving their stock prices higher.

With earnings season's momentum still lingering, next week's stage is already set.Next week, over a hundred Hong Kong and US-listed companies will release their latest earnings results, with five core stocks being the central focus of the entire week’s trading.👇👇

Palantir:Will the performance of US commercial operations and free cash flow meet market expectations?

With the comprehensive explosion of commercial applications powered by AIP intelligent platforms, will this quarter mark the 11th consecutive quarter of accelerated growth? However, the market's key focus this time is not on whether single-quarter earnings exceed expectations but on whether management will raise the full-year revenue, US commercial operations, and free cash flow guidance. Two major tests are currently under the spotlight: Can the growth rate of US commercial clients remain high? Will the scale of government contract renewals and the stability of cooperation meet expectations?

Advanced Micro Devices:Market sentiment is highly tied to the shipment guidance of AI accelerators in the MI300 series.

Institutional consensus currently expects data center GPU revenue to reach $10 to $12 billion by 2026. If management upgrades its outlook, it could drive a collective recovery in the chip sector; conversely, if guidance falls short of expectations, it may trigger a broad-based correction in the space. Meanwhile, whether the embedded business will see a bottoming out and changes in PC CPU market share are also key areas to watch.

Lumentum:Can optical module orders maintain high growth momentum?

The company is benefiting significantly from the rapid iteration cycles of 400G and 800G data center technologies, with continued release of performance dividends; however, ongoing contraction in the traditional telecom market will still weigh on overall results. The market's core focus is on the visibility and implementation pace of the company’s coherent transceiver orders against the backdrop of robust capital expenditure growth by cloud giants like Microsoft and Amazon, and whether this can sustain a high-growth trend.

Rocket Lab:Will the 'Space Systems' business revenue see an inflection point for improvement?

Current investor focus centers on the development progress of the Neutron rocket—whether it can achieve its first flight as scheduled in the second half of 2026 and secure large customer commercial launch contracts, which will directly define the long-term growth logic of the enterprise. Additionally, whether cash burn remains manageable and whether the gross margin of the Space Systems business can continue to improve are important indicators for assessing fundamental quality.

Coinbase:Will the 'Exchange of Everything' strategy smooth out cyclical volatility?

Amid fluctuations in Bitcoin prices, platform trading revenue may show a sequential decline. However, compared to short-term earnings elasticity, the market places greater emphasis on long-term structural transformation: Can subscription services, staking custody, USDC interest, and other businesses become stable pillars to smooth out trading cycle volatility? Can the company achieve GAAP profitability for two consecutive quarters? Meanwhile, global regulatory uncertainty continues to hang over the sector, impacting sentiment.

Beyond the five core stocks, other individual stocks also have their own highlights and hidden dynamics.

During pre-market hours, PayPal, Novo-Nordisk A/S, McDonald's, Pfizer, Uber Technologies, Shopify, and Disney take turns in the spotlight.

$PayPal (PYPL.US)$ Deeply entrenched in the fierce competition of the payment industry, the market is closely watching the optimization of profit structure and the share repurchase plan; $Novo-Nordisk A/S (NVO.US)$ The sales volume of weight-loss drugs remains stable, but pricing strategies and medical insurance negotiations are crucial for the long-term valuation ceiling; $McDonald's (MCD.US)$ Balancing between per-customer spending and store foot traffic, can same-store sales growth turn positive?

$Pfizer (PFE.US)$ COVID-19 drugs are a thing of the past; can RSV vaccines and the acquisition of Seagen support a new narrative? $Uber Technologies (UBER.US)$ Dual-core businesses achieve stable profitability, with the market paying close attention to free cash flow performance and progress in autonomous driving business; $Shopify (SHOP.US)$ Continuously ramping up merchant services, can AI shopping assistants increase penetration and open up a second growth curve? $Disney (DIS.US)$ Can the resilience of streaming media profitability be confirmed while balancing content strategies between theaters and streaming platforms?

Turning our attention to after-hours plays, stocks such as Super Micro Computer, Occidental Petroleum, Applovin, IonQ Inc., MP Materials, and CoreWeave will each showcase their growth logic.

$Super Micro Computer (SMCI.US)$ Changes in gross margin deserve caution, with ongoing capacity expansion potentially increasing cost pressures and further squeezing profit margins; $Arm Holdings (ARM.US)$ It is necessary to comprehensively verify the growth resilience of royalty income across three major sectors: automotive, PC, and data centers; $Applovin (APP.US)$ The rapid rise of ad tech businesses raises the question: Can the software platform maintain a 70% growth rate?

Highly elastic optical module stocks $Applied Optoelectronics (AAOI.US)$ , where data center revenue may be the core catalyst for explosive earnings growth; $Occidental Petroleum (OXY.US)$ enjoying the benefits of $100 oil prices, with significantly improved cash flow, investors are anticipating special dividends and share repurchase policies; emerging GPU cloud service providers $CoreWeave (CRWV.US)$ , its gross margin level will undergo strict scrutiny by institutions.

Meanwhile, the underlying assets of Bitcoin leveraged ETFs $Strategy (MSTR.US)$ , quantum computing $IonQ Inc (IONQ.US)$ , rare earth materials $MP Materials (MP.US)$ , respectively represent market sentiment trends in cutting-edge sectors and cyclical products.

A series of major earnings reports are coming out; whose performance are you most looking forward to?Stay close@富途業績Sir, pay attention@業績會第一現場This provides direct access to the live earnings call, helping you seize opportunities and boost your investment!

📞 [Earnings Live Preview]

Palantir 2026 Q1 Earnings Live Broadcast
Lumentum Q3 2026 Earnings Live Broadcast
Advanced Micro Devices 2026 Q1 Earnings Live Broadcast
Strategy 2026 Q1 Earnings Live Broadcast
Applovin 2026 Q1 Earnings Live Broadcast
AAOI 2026 Q1 Earnings Live Broadcast
Rocket Lab Q1 2026 Earnings Live Broadcast
CoreWeave Q1 2026 Earnings Live Broadcast
Coinbase Q1 2026 Earnings Live Broadcast

A lineup of star stocks is set to release their results! How can you not miss the excitement?

Click to learn more about corporate earnings announcement schedules:More earnings calendar

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As the May Day long weekend approaches, we wish all fellow investors a pleasant holiday and some well-deserved relaxation! Quietly awaiting the next market upswing～

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