Focus on the Super Macro Week! Japan raises interest rates by 25 basis points
Micron Technology and Nike Take the Baton! Year-end Earnings Season Nears Conclusion, Weekly Earnings Update (Dec. 15-19)
A quick overview of key companies' performance is available in the infographic. Feel free to like/comment and share your thoughts.
Fellow investors ~ Wishing you a pleasant Friday!Looking back at this week, the U.S. Federal Reserve cut interest rates for the third consecutive time this year; however, voting details revealed growing internal divisions, continuing to influence liquidity expectations... On the same day,$Oracle (ORCL.US)$the earnings report showed both revenue and cloud business growth,but a surge in capital expenditures raised market concerns about the return on AI investments, causing the stock price to plummet more than 10% post-earnings and dragging down the broader AI sector.On the other hand, 'Google Core,'$Broadcom (AVGO.US)$driven by its AI engine, achieved record-high fourth-quarter revenue, with expectations that AI-related revenue will double in the next quarter.However, management warned of margin pressure due to narrowing profitability from AI product sales, causing the stock to reverse from an intraday gain of over 4% to a decline after-hours, once again reflecting market caution.
On the other hand, 'Google Core,'$Broadcom (AVGO.US)$driven by its AI engine, achieved record-high fourth-quarter revenue, with expectations that AI-related revenue will double in the next quarter.However, management warned of margin pressure due to narrowing profitability from AI product sales, causing the stock to reverse from an intraday gain of over 4% to a decline after-hours, once again reflecting market caution.As the earnings season draws to a close, all eyes will be on Micron Technology's results next week!$Micron Technology (MU.US)$As memory serves as the 'fuel' for AI computing power, its cyclical position and price elasticity are highly anticipated, with the market looking forward to continued momentum from AI-driven high-bandwidth memory (HBM) business.If performance exceeds expectations, it may drive positive sentiment in semiconductor equipment and materials sectors.Are you looking forward to it as well?In addition,Global sportswear brands at a pivotal stage of transformation$Nike (NKE.US)$will release their financial results.The effectiveness of their 'Win Now' strategy, gross margin trends, and performance in Greater China will serve as key indicators for observing the resilience of discretionary consumption. Amidst the wave of AI investment,IT services and consulting firms$Accenture (ACN.US)$are also worth watching for their evolving roles and growth momentum.
Two packaged food giants$General Mills (GIS.US)$and$Conagra Brands (CAG.US)$will demonstrate how to balance pricing power with sales volume in an inflationary environment. Meanwhile, top U.S. homebuilders,$Lennar Corp (LEN.US)$logistics barometers,$FedEx (FDX.US)$and companies in the software and cybersecurity sectors$BlackBerry (BB.US)$will also gradually emerge, adding more dimensions to the earnings narrative.As the year-end positioning phase approaches, a new market consensus and investment opportunities may arise amidst the intense collision between expectations and reality!Quickly follow the earnings rhythm👇
![A quick overview of key company earnings ~ Feel free to like/comment and share your thoughts![Tongue] [Happy]Fellow investors ~ Happy Friday! Looking back at this week, the Federal Reserve cut interest rates for the third consecutive time this year; however, voting details revealed growing internal divisions, continuing to impact liquidity expectations... On the same day,$Oracle (ORCL.US)$earnings were announced, with both revenue and cloud business showing growth.However, a surge in capital expenditures raised market concerns about the return on AI investments, causing the stock price to plummet over 10% post-earnings, dragging down the entire AI sector.[Bald]On the other hand, 'Google's Core Chain'$Broadcom (AVGO.US)$also achieved record-high Q4 revenue driven by its AI engine, with expectations that AI revenue will double in the next quarter.However, management warned that overall profit margins would be pressured due to narrowing margins from AI product sales. The stock price reversed from an intraday gain of over 4% to a decline after-hours, once again reflecting market caution.[Thinking Face] [Hey]As the earnings season draws to a close, next week's financial results from the leading memory chip company $Micron Technology (MU.US)$will become the market's focal point! Memory, as the "fuel" for AI computing power, has drawn significant attention regarding its cyclical position and price elasticity. The market anticipates whether advancements in AI-driven high-bandwidth memory (HBM) business can continue to provide strong momentum. An outperformance could drive positive sentiment in the semiconductor equipment and materials sectors. Are you also looking forward to it? In addition,A globally recognized sports brand undergoing a critical transformation phase $Nike (NKE.US)$is set to announce its earnings, with the effectiveness of its "Win Now" strategy under scrutiny...](https://nnqimage.futunn.com/sns_client_feed/999982/20251212/web-1765471181855-NGW0cWVMrA.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your radar? Hurry and join @富途業績SirLet’s track the latest earnings together and focus on@First Scene of Earnings Callsfor an up-close view of the earnings calls. Seize the opportunity to enhance your investment strategy!
📅 [Earnings Live Preview]
A lineup of high-profile stocks is set to release their earnings reports! How can you ensure not to miss out on the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendars
Click to learn more about corporate earnings announcement schedules:More earnings calendars[Interactive Session]
The companies set to release their earnings next week have already garnered significant attention. Fellow investors, how do you think these companies will perform? Join in and make your predictions!🎁The Q3 earnings season is nearing its end! Did you seize the opportunity to make a profit this earnings season? What exclusive strategies or insights can you share?
Fellow investors are welcome to visit the topic.#Q3 earnings season awaits your 'one trade to rule them all'!# Share your trades and unlock generous rewards, including points, merchandise, and cash vouchers!
![A quick overview of key company earnings ~ Feel free to like/comment and share your thoughts![Tongue] [Happy]Fellow investors ~ Happy Friday! Looking back at this week, the Federal Reserve cut interest rates for the third consecutive time this year; however, voting details revealed growing internal divisions, continuing to impact liquidity expectations... On the same day,$Oracle (ORCL.US)$earnings were announced, with both revenue and cloud business showing growth.However, a surge in capital expenditures raised market concerns about the return on AI investments, causing the stock price to plummet over 10% post-earnings, dragging down the entire AI sector.[Bald]On the other hand, 'Google's Core Chain'$Broadcom (AVGO.US)$also achieved record-high Q4 revenue driven by its AI engine, with expectations that AI revenue will double in the next quarter.However, management warned that overall profit margins would be pressured due to narrowing margins from AI product sales. The stock price reversed from an intraday gain of over 4% to a decline after-hours, once again reflecting market caution.[Thinking Face] [Hey]As the earnings season draws to a close, next week's financial results from the leading memory chip company $Micron Technology (MU.US)$will become the market's focal point! Memory, as the "fuel" for AI computing power, has drawn significant attention regarding its cyclical position and price elasticity. The market anticipates whether advancements in AI-driven high-bandwidth memory (HBM) business can continue to provide strong momentum. An outperformance could drive positive sentiment in the semiconductor equipment and materials sectors. Are you also looking forward to it? In addition,A globally recognized sports brand undergoing a critical transformation phase $Nike (NKE.US)$is set to announce its earnings, with the effectiveness of its "Win Now" strategy under scrutiny...](https://nnqimage.futunn.com/sns_client_feed/999982/20251212/web-1765472036817-gIKxFgXliD.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
👏The newly upgraded 'Earnings Express' helps you stay ahead with three key features during earnings season!
![A quick overview of key company earnings ~ Feel free to like/comment and share your thoughts![Tongue] [Happy]Fellow investors ~ Happy Friday! Looking back at this week, the Federal Reserve cut interest rates for the third consecutive time this year; however, voting details revealed growing internal divisions, continuing to impact liquidity expectations... On the same day,$Oracle (ORCL.US)$earnings were announced, with both revenue and cloud business showing growth.However, a surge in capital expenditures raised market concerns about the return on AI investments, causing the stock price to plummet over 10% post-earnings, dragging down the entire AI sector.[Bald]On the other hand, 'Google's Core Chain'$Broadcom (AVGO.US)$also achieved record-high Q4 revenue driven by its AI engine, with expectations that AI revenue will double in the next quarter.However, management warned that overall profit margins would be pressured due to narrowing margins from AI product sales. The stock price reversed from an intraday gain of over 4% to a decline after-hours, once again reflecting market caution.[Thinking Face] [Hey]As the earnings season draws to a close, next week's financial results from the leading memory chip company $Micron Technology (MU.US)$will become the market's focal point! Memory, as the "fuel" for AI computing power, has drawn significant attention regarding its cyclical position and price elasticity. The market anticipates whether advancements in AI-driven high-bandwidth memory (HBM) business can continue to provide strong momentum. An outperformance could drive positive sentiment in the semiconductor equipment and materials sectors. Are you also looking forward to it? In addition,A globally recognized sports brand undergoing a critical transformation phase $Nike (NKE.US)$is set to announce its earnings, with the effectiveness of its "Win Now" strategy under scrutiny...](https://nnqimage.futunn.com/sns_client_feed/999982/20251212/web-1765472056783-vy7MD1nuCJ.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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