Major Wall Street banks take the lead! Q4 earnings season for US stocks kicks off
[Rewards] Q4 earnings season kicks off! US bank stocks + Taiwan Semiconductor start simultaneously, quick recap of the week's performance (Jan 12-16)
Don't miss out! Participate in the earnings discussion to win double points rewards~
Hi, fellow investors~🐎
As the New Year bell rang,Global markets welcomed the first full trading week of 2026.The sudden geopolitical event involving the US and Venezuela stirred market sentiment; who Trump will nominate as the next Fed Chair remains a big question looming over everyone’s minds…
Against this backdrop, the three major US indices moved higher with fluctuations:$Dow Jones Industrial Average (.DJI.US)$$S&P 500 Index (.SPX.US)$This week saw new all-time highs during intraday trading,$Nasdaq Composite Index (.IXIC.US)$with cumulative gains exceeding 1%.Sector rotation is evident,The military sector surged across the board, stimulated by Trump's proposal to increase the FY 2027 defense budget by 50% to $1.5 trillion. Meanwhile,The Hong Kong stock market saw active performance in technology and semiconductor sectors this week,showing structural opportunities.
Next week, the Q4 2025 earnings season will officially kick off!This is not only the ultimate test of companies’ year-end performance but also a key moment that sets the tone for H1 2026 investment strategies.As per tradition,$JPMorgan (JPM.US)$$Bank of America (BAC.US)$$Citigroup (C.US)$$Wells Fargo & Co (WFC.US)$$Morgan Stanley (MS.US)$$Goldman Sachs (GS.US)$ $Blackrock (BLK.US)$ major Wall Street firms such as JPMorgan, Bank of America, and Goldman Sachs will be the first to release their earnings, providing the market with first-hand data on the health of the U.S. economy, credit conditions, and consumer resilience.
The global semiconductor foundry leader$Taiwan Semiconductor (TSM.US)$ Taiwan Semiconductor will make a significant appearance on January 15!With demand for AI chips heating up in the second half of 2025 and the semiconductor cycle recovering, the market has high expectations for its Q4 revenue growth and utilization rates of advanced process capacities.Its guidance on capital expenditures for 2026 and AI chip orders will directly affect the direction of the semiconductor sector’s performance at the beginning of the year.Looking back at the Q3 earnings season, although U.S. companies demonstrated strong earnings resilience (with about 82% of companies surpassing EPS estimates), the market reaction was more rational, and impressive earnings did not translate into synchronized stock price rallies. 'Insensitive to positive surprises, sensitive to negative shocks' has become the new norm.Capital is now reevaluating the real value behind the 'AI narrative' with a more critical perspective!
Morgan Stanley CEO Ted Pick stated bluntly: 'In 2026, there will be even more focus on companies’ fundamental earnings data, and the divergence in performance will continue to widen.'Amidst the fluctuations, opportunities are also brewing. Who will be the top performer of this earnings season?👇
![[Gift]Don't miss out! Participate in the earnings discussion to win double points rewards~ Hi, fellow investors~🐎 As the New Year bell rang,Global markets welcomed the first full trading week of 2026.The sudden geopolitical event involving the US and Venezuela stirred market sentiment; who Trump will nominate as the next Fed Chair remains a big question looming over everyone’s minds…[Thinking Face] Against this backdrop, the three major US indices moved higher with fluctuations:$Dow Jones Industrial Average (.DJI.US)$$S&P 500 Index (.SPX.US)$This week saw new all-time highs during intraday trading,$Nasdaq Composite Index (.IXIC.US)$with cumulative gains exceeding 1%.Sector rotation is evident,The military sector surged across the board, stimulated by Trump's proposal to increase the FY 2027 defense budget by 50% to $1.5 trillion. Meanwhile,The Hong Kong stock market saw active performance in technology and semiconductor sectors this week,showing structural opportunities. Next week, the Q4 2025 earnings season will officially kick off!This is not only the ultimate test of companies’ year-end performance but also a key moment that sets the tone for H1 2026 investment strategies.As per tradition,$JPMorgan (JPM.US)$$Bank of America (BAC.US)$$Citigroup (C.US)$$Wells Fargo & Co (WFC.US)$$Morgan Stanley (MS.US)$$Goldman Sachs (GS.US)$ $Blackrock (BLK.US)$ and others...](https://nnqimage.futunn.com/sns_client_feed/999982/20260109/web-1767942504386-Tc3OgiXQHz.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your radar? Come and join@富途業績SirLet’s track the latest earnings together and focus on@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!
📅 [Earnings Live Preview]
📞Earnings Call:
📺 Exclusive presentation by Futubull AI:The world's leading semiconductor foundryTaiwan Semiconductor Earnings CallWill be simultaneously conducted in the Futubull communityLive simultaneous interpretation in Chinese, fellow investors are welcome to reserve and watch! 👇👇
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 Giveaway]What do you fellow investors think about how each company releasing earnings next week will perform? Come participate in the forecast and win 66 points~
(Note: You'll receive the reward as long as the selected stock rises on the first day; points will be issued uniformly after this earnings season ends, with the first-day rise time based on Beijing time)
[Reward for Comments]In the previous earnings season, some embraced 'healing growth,' while others remained cautious about 'value toxicity.'Facing the upcoming Q4 earnings wave, we want to hear your thoughts:
>What is your trading strategy? Is it strict stop-loss, diversified holdings, or focusing on high-quality cash flow? Come share your investment insights~
>Which company’s earnings do you feel most optimistic about?Who is the 'hidden gem' mistakenly undervalued by the market?
Event rules:Share your original insights in the comment section (more than 30 words). The first 10 fellow investors with meaningful and rule-compliant comments will receive88 pointsa reward!
Earnings Sir will also select one high-quality comment from all the comments and awarda full-color Futubull AI one!
Event Duration:Starting now until January 16, 2026, 24:00
![[Gift]Don't miss out! Participate in the earnings discussion to win double points rewards~ Hi, fellow investors~🐎 As the New Year bell rang,Global markets welcomed the first full trading week of 2026.The sudden geopolitical event involving the US and Venezuela stirred market sentiment; who Trump will nominate as the next Fed Chair remains a big question looming over everyone’s minds…[Thinking Face] Against this backdrop, the three major US indices moved higher with fluctuations:$Dow Jones Industrial Average (.DJI.US)$$S&P 500 Index (.SPX.US)$This week saw new all-time highs during intraday trading,$Nasdaq Composite Index (.IXIC.US)$with cumulative gains exceeding 1%.Sector rotation is evident,The military sector surged across the board, stimulated by Trump's proposal to increase the FY 2027 defense budget by 50% to $1.5 trillion. Meanwhile,The Hong Kong stock market saw active performance in technology and semiconductor sectors this week,showing structural opportunities. Next week, the Q4 2025 earnings season will officially kick off!This is not only the ultimate test of companies’ year-end performance but also a key moment that sets the tone for H1 2026 investment strategies.As per tradition,$JPMorgan (JPM.US)$$Bank of America (BAC.US)$$Citigroup (C.US)$$Wells Fargo & Co (WFC.US)$$Morgan Stanley (MS.US)$$Goldman Sachs (GS.US)$ $Blackrock (BLK.US)$ and others...](https://nnqimage.futunn.com/sns_client_feed/999982/20260109/web-1767943874796-JNlnXPWlhR.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Finally, wish all fellow investors a successful 'gold-digging' during the earnings season!
Want to get a head start on Q4 earnings season?For all investment-related questions, simply ask Futubull AI!![[Gift]Don't miss out! Participate in the earnings discussion to win double points rewards~ Hi, fellow investors~🐎 As the New Year bell rang,Global markets welcomed the first full trading week of 2026.The sudden geopolitical event involving the US and Venezuela stirred market sentiment; who Trump will nominate as the next Fed Chair remains a big question looming over everyone’s minds…[Thinking Face] Against this backdrop, the three major US indices moved higher with fluctuations:$Dow Jones Industrial Average (.DJI.US)$$S&P 500 Index (.SPX.US)$This week saw new all-time highs during intraday trading,$Nasdaq Composite Index (.IXIC.US)$with cumulative gains exceeding 1%.Sector rotation is evident,The military sector surged across the board, stimulated by Trump's proposal to increase the FY 2027 defense budget by 50% to $1.5 trillion. Meanwhile,The Hong Kong stock market saw active performance in technology and semiconductor sectors this week,showing structural opportunities. Next week, the Q4 2025 earnings season will officially kick off!This is not only the ultimate test of companies’ year-end performance but also a key moment that sets the tone for H1 2026 investment strategies.As per tradition,$JPMorgan (JPM.US)$$Bank of America (BAC.US)$$Citigroup (C.US)$$Wells Fargo & Co (WFC.US)$$Morgan Stanley (MS.US)$$Goldman Sachs (GS.US)$ $Blackrock (BLK.US)$ and others...](https://nnqimage.futunn.com/sns_client_feed/999982/20260109/web-1767943639236-7G9vlrzLOR.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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
Comments (53)
to post a comment
122
7