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[Prize] Earnings fever continues! PLTR, Google, and Amazon are jumping in. Here's a quick recap of the week's earnings (Feb 2 - Feb 6).
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Hello fellow investors, happy Friday~
Over the past week, the market has undergone a dual baptism of macro events and significant earnings reports.The Federal Reserve stayed put, setting the tone for the market; meanwhile, earnings from giants like Tesla, Microsoft, Meta, and Apple took center stage one after another, with market reactions showing stark contrasts, narrating an expensive story about AI and the future.At the same time,$Seagate Technology (STX.US)$Surging over 19% driven by AI demand, it added a bright footnote to the hardware rally;$UnitedHealth (UNH.US)$Plummeting nearly 20% due to dual pressures of policy and earnings, it revealed a fragile side under the weight of performance…
The Federal Reserve stayed put, setting the tone for the market; meanwhile, earnings from giants like Tesla, Microsoft, Meta, and Apple took center stage one after another, with market reactions showing stark contrasts, narrating an expensive story about AI and the future.At the same time,$Seagate Technology (STX.US)$Surging over 19% driven by AI demand, it added a bright footnote to the hardware rally;$UnitedHealth (UNH.US)$Plummeting nearly 20% due to dual pressures of policy and earnings, it revealed a fragile side under the weight of performance…After the storm, the market did not return to calm but entered a 'ripple zone' that requires careful listening.Next week, investors' task will be not only to listen to the grand symphony of the giants but also to turn their attention to the performance quality of specific sectors and individual stocks, using this to assess the robustness of their earlier logic.
The focus first falls on the AI battleground.Referred to as the 'touchstone of AI faith'$Palantir (PLTR.US)$, can it respond to the 'bubble' doubts with strong profitability? And on the hardware side,$Advanced Micro Devices (AMD.US)$the performance of the data center business and the progress of the MI350 series, can they provide hardcore evidence for the real demand of AI?
Subsequently, trillion-dollar market cap companies Google and Amazon will take the stage. $Alphabet-A (GOOGL.US)$ needs to prove that its cloud business can achieve accelerated catch-up through AI tools, while $Amazon (AMZN.US)$ must demonstrate how AI is reshaping the growth curves of its retail and AWS empires.
Subsequently, trillion-dollar market cap companies Google and Amazon will take the stage. $Alphabet-A (GOOGL.US)$ needs to prove that its cloud business can achieve accelerated catch-up through AI tools, while $Amazon (AMZN.US)$ must demonstrate how AI is reshaping the growth curves of its retail and AWS empires.Meanwhile, the performance of several key sectors will collectively paint a complete picture of the market.In the semiconductor ecosystem, $Qualcomm (QCOM.US)$ and $Arm Holdings (ARM.US)$ will complete the prosperity puzzle of AI hardware from different angles; in the pharmaceutical field, the "twin stars" $Novo-Nordisk A/S (NVO.US)$ and $Eli Lilly and Co (LLY.US)$ will bring a continuing social narrative about health.Additionally, $Strategy (MSTR.US)$ has become an emotional barometer for the crypto market due to its holdings in Bitcoin, while the explosive stock $Bloom Energy (BE.US)$ represents the development status of the clean energy sector, affecting the nerves of the industry.
And next week, pre-market appearances by companies such as $Disney (DIS.US)$ $PepsiCo (PEP.US)$ $Uber Technologies (UBER.US)$ will allow us to take the pulse of the stability of traditional core assets, forming another important pillar of the market.
When the rousing overture comes to a temporary end, these successively appearing companies will answer a core question with their respective performances:Of those exciting market narratives from the past, how many have materialized into solid financial statements, and how many remain in the realm of future expectations?Let’s take a look at next week’s earnings calendar overview to get ahead of the earnings releases.👇👇
![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! Hello fellow investors, happy Friday~[Peace] Over the past week, the market has undergone a dual baptism of macro events and significant earnings reports.[Bald]The Federal Reserve stayed put, setting the tone for the market; meanwhile, earnings from giants like Tesla, Microsoft, Meta, and Apple took center stage one after another, with market reactions showing stark contrasts, narrating an expensive story about AI and the future.[Flushed]At the same time,$Seagate Technology (STX.US)$Surging over 19% driven by AI demand, it added a bright footnote to the hardware rally;$UnitedHealth (UNH.US)$Plummeting nearly 20% due to dual pressures of policy and earnings, it revealed a fragile side under the weight of performance… After the storm, the market did not return to calm but entered a 'ripple zone' that requires careful listening.Next week, investors' task will be not only to listen to the grand symphony of the giants but also to turn their attention to the performance quality of specific sectors and individual stocks, using this to assess the robustness of their earlier logic.[Thinking Face] The focus first falls on the AI battleground.Referred to as the 'touchstone of AI faith'$Palantir (PLTR.US)$, can it respond to the 'bubble' doubts with strong profitability? And on the hardware side,$Advanced Micro Devices (AMD.US)$the performance of the data center business and the progress of the MI350 series, can they provide hardcore evidence for the real demand of AI? [Keep Fighting]Subsequently, trillions of dollars...](https://nnqimage.futunn.com/sns_client_feed/999982/20260130/web-1769756961952-vSKqeE4ClA.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your watchlist? Come and join the discussion with @富途業績SirTogether, let's track the latest earnings and follow along.@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:Earnings calls for Palantir, Google, and Amazon will be simultaneously live-streamed with real-time interpretation in the Futubull 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)
Next week, the market will shift from 'high-flying momentum' to 'meticulous focus.' What specific sectors are fellow investors most concerned about for earnings validation?Feel free to share your observations and insights in the comment 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, happy Friday~[Peace] Over the past week, the market has undergone a dual baptism of macro events and significant earnings reports.[Bald]The Federal Reserve stayed put, setting the tone for the market; meanwhile, earnings from giants like Tesla, Microsoft, Meta, and Apple took center stage one after another, with market reactions showing stark contrasts, narrating an expensive story about AI and the future.[Flushed]At the same time,$Seagate Technology (STX.US)$Surging over 19% driven by AI demand, it added a bright footnote to the hardware rally;$UnitedHealth (UNH.US)$Plummeting nearly 20% due to dual pressures of policy and earnings, it revealed a fragile side under the weight of performance… After the storm, the market did not return to calm but entered a 'ripple zone' that requires careful listening.Next week, investors' task will be not only to listen to the grand symphony of the giants but also to turn their attention to the performance quality of specific sectors and individual stocks, using this to assess the robustness of their earlier logic.[Thinking Face] The focus first falls on the AI battleground.Referred to as the 'touchstone of AI faith'$Palantir (PLTR.US)$, can it respond to the 'bubble' doubts with strong profitability? And on the hardware side,$Advanced Micro Devices (AMD.US)$the performance of the data center business and the progress of the MI350 series, can they provide hardcore evidence for the real demand of AI? [Keep Fighting]Subsequently, trillions of dollars...](https://nnqimage.futunn.com/sns_client_feed/999982/20260130/web-1769730265109-DzjwHZDAOd.webp/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, happy Friday~[Peace] Over the past week, the market has undergone a dual baptism of macro events and significant earnings reports.[Bald]The Federal Reserve stayed put, setting the tone for the market; meanwhile, earnings from giants like Tesla, Microsoft, Meta, and Apple took center stage one after another, with market reactions showing stark contrasts, narrating an expensive story about AI and the future.[Flushed]At the same time,$Seagate Technology (STX.US)$Surging over 19% driven by AI demand, it added a bright footnote to the hardware rally;$UnitedHealth (UNH.US)$Plummeting nearly 20% due to dual pressures of policy and earnings, it revealed a fragile side under the weight of performance… After the storm, the market did not return to calm but entered a 'ripple zone' that requires careful listening.Next week, investors' task will be not only to listen to the grand symphony of the giants but also to turn their attention to the performance quality of specific sectors and individual stocks, using this to assess the robustness of their earlier logic.[Thinking Face] The focus first falls on the AI battleground.Referred to as the 'touchstone of AI faith'$Palantir (PLTR.US)$, can it respond to the 'bubble' doubts with strong profitability? And on the hardware side,$Advanced Micro Devices (AMD.US)$the performance of the data center business and the progress of the MI350 series, can they provide hardcore evidence for the real demand of AI? [Keep Fighting]Subsequently, trillions of dollars...](https://nnqimage.futunn.com/sns_client_feed/999982/20260130/web-1769730273517-kE3irEKDth.webp/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
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