Tech giants boost Capex again! What's the outlook for future stock prices?
[Rewards] Earnings season welcomes the busiest week! Tesla, Microsoft, Meta, Apple, and SanDisk deliver key updates in a week of earnings reports (Jan 26-30).
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Hello fellow investors~
Over the past week, tariff tensions between the US and Europe sparked by the Greenland controversy intertwined with Trump’s bold claim at the Davos Forum about "doubling the stock market," forming a turbulent macroeconomic backdrop.In terms of earnings, two major focus stocks,$Netflix (NFLX.US)$and$Intel (INTC.US)$, once again highlighted the "stringent" nature of this earnings season: delivering better-than-expected Q4 results but suffering sharp declines due to disappointing forward guidance.The former suspended buybacks due to its high-stakes acquisition of Warner Bros., while the latter struggled with supply chain bottlenecks of "having orders but no products." Both saw post-earnings declines. Intel's CEO summed it up with "I'm disappointed we couldn't meet demand," reflecting the market’s rigorous scrutiny of execution capabilities.The market no longer applauds past achievements, only casting votes of confidence on whether future growth can be delivered.
The former suspended buybacks due to its high-stakes acquisition of Warner Bros., while the latter struggled with supply chain bottlenecks of "having orders but no products." Both saw post-earnings declines. Intel's CEO summed it up with "I'm disappointed we couldn't meet demand," reflecting the market’s rigorous scrutiny of execution capabilities.The market no longer applauds past achievements, only casting votes of confidence on whether future growth can be delivered.As the calendar turns to the final week of January,The US stock earnings season is about to welcome the busiest and most significant week since the start of 2026!
Half of the seven tech giants have arrived, setting the stage for a peak showdownAfter the US market closes on Wednesday (January 28th),$Tesla (TSLA.US)$、$Microsoft (MSFT.US)$、$Meta Platforms (META.US)$one will kick things off; followed by another after the market close on Thursday (January 29th)$Apple (AAPL.US)$which will announce its earnings results.The performance and guidance of these four giants will directly determine$NASDAQ 100 Index (.NDX.US)$$S&P 500 Index (.SPX.US)$The short-term direction and overall sentiment for the entire tech sector will be set!Key variables in assessing whether the AI story is "genuine" will include Microsoft Azure's actual revenue contribution from AI services, Meta's ad monetization efficiency driven by AI, Tesla's substantive progress in Full Self-Driving (FSD) and robotics businesses, and Apple's strategic moves in the generative AI ecosystem.
Memory chip sector welcomes a crucial validation windowLeading company in memory chips$SanDisk (SNDK.US)$is also set to release its earnings after the US stock market closes on January 29.Amidst the narrative of surging demand for AI servers, its performance will be a key window to observe whether the much-discussed “memory chip supercycle” has truly arrived.Together with$Western Digital (WDC.US)$、$Seagate Technology (STX.US)$、$Lam Research (LRCX.US)$the performance of other companies in the supply chain is also highly anticipated, especially after Intel disclosed its supply bottleneck issues, making the entire semiconductor sector more on edge.In addition, ASML Holding,$ASML Holding (ASML.US)$the dominant player in lithography machines, will provide insight into the strength of global semiconductor capital expenditures through its order book and outlook.
Together with$Western Digital (WDC.US)$、$Seagate Technology (STX.US)$、$Lam Research (LRCX.US)$the performance of other companies in the supply chain is also highly anticipated, especially after Intel disclosed its supply bottleneck issues, making the entire semiconductor sector more on edge.In addition, ASML Holding,$ASML Holding (ASML.US)$the dominant player in lithography machines, will provide insight into the strength of global semiconductor capital expenditures through its order book and outlook. Resilience test for leaders in niche marketsBeyond the main focus on technology and semiconductors, leading companies in several key sectors will also face market scrutiny!$UnitedHealth (UNH.US)$will release Q4 health insurance business data, with the market focusing on industry profit margins amid changes in US health insurance policies;$Boeing (BA.US)$$American Airlines (AAL.US)$The progress of Boeing's recovery is tied to the true state of demand in the global aviation industry.$Exxon Mobil (XOM.US)$Under pressure from falling oil prices, can Exxon Mobil strike a balance between upstream capital expenditures and the transition to new energy, delivering solid performance?
$UnitedHealth (UNH.US)$will release Q4 health insurance business data, with the market focusing on industry profit margins amid changes in US health insurance policies;$Boeing (BA.US)$$American Airlines (AAL.US)$The progress of Boeing's recovery is tied to the true state of demand in the global aviation industry.$Exxon Mobil (XOM.US)$Under pressure from falling oil prices, can Exxon Mobil strike a balance between upstream capital expenditures and the transition to new energy, delivering solid performance?In addition, ranging from defense giants like$Lockheed Martin (LMT.US)$$RTX Corp (RTX.US)$, to industrial representatives such as$Honeywell (HON.US)$, to consumer sector leaders like$Starbucks (SBUX.US)$, and including payment network builders such as Visa$American Express (AXP.US)$$Visa (V.US)$$MasterCard (MA.US)$and emerging fintech platforms,$SoFi Technologies (SOFI.US)$，they will depict the micro-vitality of the U.S. economy across multiple dimensions: high-end manufacturing, national defense security, daily consumption, and financial circulation.A clear map of the future is more valuable than a perfect past.For the upcoming giants, the challenge is twofold: to deliver solid quarterly results and, more importantly, present a convincing growth blueprint for 2026!The curtain on the super earnings week is about to rise; are fellow investors ready?👇👇
![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! Hello fellow investors~[Peace] Over the past week, tariff tensions between the US and Europe sparked by the Greenland controversy intertwined with Trump’s bold claim at the Davos Forum about "doubling the stock market," forming a turbulent macroeconomic backdrop.In terms of earnings, two major focus stocks,$Netflix (NFLX.US)$and$Intel (INTC.US)$, once again highlighted the "stringent" nature of this earnings season: delivering better-than-expected Q4 results but suffering sharp declines due to disappointing forward guidance.[Whimper]The former suspended buybacks due to its high-stakes acquisition of Warner Bros., while the latter struggled with supply chain bottlenecks of "having orders but no products." Both saw post-earnings declines. Intel's CEO summed it up with "I'm disappointed we couldn't meet demand," reflecting the market’s rigorous scrutiny of execution capabilities.The market no longer applauds past achievements, only casting votes of confidence on whether future growth can be delivered.[Thinking Face] As the calendar turns to the final week of January,The US stock earnings season is about to welcome the busiest and most significant week since the start of 2026! [Clap]Half of the seven tech giants have arrived, setting the stage for a peak showdown After the US market closes on Wednesday (January 28th),$Tesla (TSLA.US)$、$Microsoft (MSFT.US)$、$Meta Platforms (META.US)$one will kick things off; followed by another after the market close on Thursday (January 29th)$Apple (AAPL.US)$Earnings will be announced. ...](https://nnqimage.futunn.com/sns_client_feed/999982/20260123/web-1769157224668-Fv310Hlb7v.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your radar? Come and join@富途業績SirLet’s track the latest earnings together and focus on@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!
📅 [Earnings Live Preview]
📞Earnings call:
📺 Exclusive presentation by the Investing Circle:Tesla, Microsoft, Meta, Apple, and SanDisk earnings calls will be simultaneously live-streamed with real-time interpretation in the investment community., fellow investors are welcome to make reservations to watch! 👇
[Interactive Giveaway]What do you fellow investors think about how each company releasing earnings next week will perform? Come participate in the forecast and win 66 points~
(Note: You'll receive the reward as long as the selected stock rises on the first day; points will be issued uniformly after this earnings season ends, with the first-day rise time based on Beijing time)
The Q4 earnings season is here. Have you made your moves?Any surprises or unexpected outcomes for fellow investors? Feel free to share your thoughts in the comments section!👏The 'Earnings Express' has been upgraded with three key features to help you get ahead in finding opportunities during earnings season!
![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! Hello fellow investors~[Peace] Over the past week, tariff tensions between the US and Europe sparked by the Greenland controversy intertwined with Trump’s bold claim at the Davos Forum about "doubling the stock market," forming a turbulent macroeconomic backdrop.In terms of earnings, two major focus stocks,$Netflix (NFLX.US)$and$Intel (INTC.US)$, once again highlighted the "stringent" nature of this earnings season: delivering better-than-expected Q4 results but suffering sharp declines due to disappointing forward guidance.[Whimper]The former suspended buybacks due to its high-stakes acquisition of Warner Bros., while the latter struggled with supply chain bottlenecks of "having orders but no products." Both saw post-earnings declines. Intel's CEO summed it up with "I'm disappointed we couldn't meet demand," reflecting the market’s rigorous scrutiny of execution capabilities.The market no longer applauds past achievements, only casting votes of confidence on whether future growth can be delivered.[Thinking Face] As the calendar turns to the final week of January,The US stock earnings season is about to welcome the busiest and most significant week since the start of 2026! [Clap]Half of the seven tech giants have arrived, setting the stage for a peak showdown After the US market closes on Wednesday (January 28th),$Tesla (TSLA.US)$、$Microsoft (MSFT.US)$、$Meta Platforms (META.US)$one will kick things off; followed by another after the market close on Thursday (January 29th)$Apple (AAPL.US)$Earnings will be announced. ...](https://nnqimage.futunn.com/sns_client_feed/999982/20260123/web-1769157850810-Gx5Zzh5jhr.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Instant answers to resolve doubts, smart stock selection to identify potential upward trends, and portfolio analysis to seize opportunities while avoiding risks!![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! Hello fellow investors~[Peace] Over the past week, tariff tensions between the US and Europe sparked by the Greenland controversy intertwined with Trump’s bold claim at the Davos Forum about "doubling the stock market," forming a turbulent macroeconomic backdrop.In terms of earnings, two major focus stocks,$Netflix (NFLX.US)$and$Intel (INTC.US)$, once again highlighted the "stringent" nature of this earnings season: delivering better-than-expected Q4 results but suffering sharp declines due to disappointing forward guidance.[Whimper]The former suspended buybacks due to its high-stakes acquisition of Warner Bros., while the latter struggled with supply chain bottlenecks of "having orders but no products." Both saw post-earnings declines. Intel's CEO summed it up with "I'm disappointed we couldn't meet demand," reflecting the market’s rigorous scrutiny of execution capabilities.The market no longer applauds past achievements, only casting votes of confidence on whether future growth can be delivered.[Thinking Face] As the calendar turns to the final week of January,The US stock earnings season is about to welcome the busiest and most significant week since the start of 2026! [Clap]Half of the seven tech giants have arrived, setting the stage for a peak showdown After the US market closes on Wednesday (January 28th),$Tesla (TSLA.US)$、$Microsoft (MSFT.US)$、$Meta Platforms (META.US)$one will kick things off; followed by another after the market close on Thursday (January 29th)$Apple (AAPL.US)$Earnings will be announced. ...](https://nnqimage.futunn.com/sns_client_feed/999982/20260123/web-1769158225815-NoB27EoflW.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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