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[With Prizes] Peak Earnings Week! Microsoft, Google, Meta, Amazon, and Apple gather; the three storage giants submit their results. Quick recap of the week's earnings (April 27 - May 1).
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Hi, fellow investors~
As the Q1 2026 earnings season gradually unfolds, the market trading logic underwent a subtle shift last week:From speculating on macro uncertainties to betting on corporate earnings resilience.Despite the back-and-forth prospects of a US-Iran ceasefire, intermittent disruptions in the Strait of Hormuz shipping channel, oil prices yet to stabilize, and the narrative of 'higher for longer' interest rates still suppressing valuation imagination,capital has begun to shift from pure risk aversion to cautious deployment in growth assets.
Despite the back-and-forth prospects of a US-Iran ceasefire, intermittent disruptions in the Strait of Hormuz shipping channel, oil prices yet to stabilize, and the narrative of 'higher for longer' interest rates still suppressing valuation imagination,capital has begun to shift from pure risk aversion to cautious deployment in growth assets.$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$After record-breaking consecutive gains, the market entered a consolidation phase at high levels, but with sharp divergence among sectors:$ServiceNow (NOW.US)$Although earnings met expectations, software stocks collectively dropped due to delays in Middle Eastern contracts and panic over AI disruptions; chip stocks, however, surged against the trend.$PHLX Semiconductor Index (.SOX.US)$Breaking through the 10,000-point mark for the first time in history on Thursday, achieving a record-breaking 17 consecutive gains!
$Texas Instruments (TXN.US)$Due to Q1 results surpassing expectations across the board and providing an impressive Q2 guidance, the share price soared by 19.43%; even more exciting for the market was$Intel (INTC.US)$Q1 revenue of $13.6 billion and adjusted EPS of $0.29 (against market expectations of just $0.01), with after-hours share prices surging nearly 20%.AI demand is quietly shifting from GPUs to CPUs, pushing market bets on AI hardware spending and semiconductor cycle recovery to new heights.
$Texas Instruments (TXN.US)$Due to Q1 results surpassing expectations across the board and providing an impressive Q2 guidance, the share price soared by 19.43%; even more exciting for the market was$Intel (INTC.US)$Q1 revenue of $13.6 billion and adjusted EPS of $0.29 (against market expectations of just $0.01), with after-hours share prices surging nearly 20%.AI demand is quietly shifting from GPUs to CPUs, pushing market bets on AI hardware spending and semiconductor cycle recovery to new heights.The market's focus is returning to corporate earnings, and the upcoming 'Super Earnings Week' is highly anticipated!Among the 'Magnificent Seven' of US stocks, Microsoft, Google, Amazon, Meta, and Apple will release their reports in concentration. Whether their massive AI capital expenditures can translate into visible revenue and profit growth will be the core proposition determining the next phase of the market. Previously,$Tesla (TSLA.US)$it had already released its report first, drawing attention with a significant increase in its AI capital expenditure forecast.
The market will be closely watching$Microsoft (MSFT.US)$the growth rate of Azure's AI service revenue,$Alphabet-A (GOOGL.US)$the profitability of the cloud business, and$Amazon (AMZN.US)$the conversion pace of AWS’s over $240 billion backlog.$Meta Platforms (META.US)$Meta’s AI ad tool Advantage+ continues to improve efficiency, but how to absorb the pressure of doubling capital expenditures remains a concern. Meanwhile, at the starting point of the 'post-Cook era', Apple’s AI hardware strategy could potentially drive the iPhone replacement cycle?$Apple (AAPL.US)$Can the AI hardware strategy boost the iPhone upgrade cycle?
![[Gift]This article is suitable for commenting & liking.[Heart]Participate in our earnings event and win points! Hi, fellow investors~[Happy] As the Q1 2026 earnings season gradually unfolds, the market trading logic underwent a subtle shift last week:From speculating on macro uncertainties to betting on corporate earnings resilience.[Thinking Face]Despite the back-and-forth prospects of a US-Iran ceasefire, intermittent disruptions in the Strait of Hormuz shipping channel, oil prices yet to stabilize, and the narrative of 'higher for longer' interest rates still suppressing valuation imagination,capital has begun to shift from pure risk aversion to cautious deployment in growth assets. $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$After record-breaking consecutive gains, the market entered a consolidation phase at high levels, but with sharp divergence among sectors:$ServiceNow (NOW.US)$Although earnings met expectations, software stocks collectively dropped due to delays in Middle Eastern contracts and panic over AI disruptions; chip stocks, however, surged against the trend.$PHLX Semiconductor Index (.SOX.US)$Breaking through the 10,000-point mark for the first time in history on Thursday, achieving a record-breaking 17 consecutive gains! [Smart]$Texas Instruments (TXN.US)$Due to Q1 results surpassing expectations across the board and providing an impressive Q2 guidance, the share price soared by 19.43%; even more exciting for the market was$Intel (INTC.US)$Q1 revenue was $13.6 billion...](https://nnqimage.futunn.com/sns_client_feed/999982/20260424/web-1777019648848-dwal3jCpkh.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Three storage giants report earnings, with the supercycle coming under scrutiny
The three storage leaders$Seagate Technology (STX.US)$(after market close on April 28),$SanDisk (SNDK.US)$、$Western Digital (WDC.US)$(after market close on April 30) will release their results sequentially!The storage sector has seen a strong upward trend recently, with Seagate Technology and SanDisk successively hitting new highs, warming up in advance for the earnings season.Amid the "insatiable" demand for high-performance storage in AI data centers, can gross margins continue to break previous highs? Will the earnings guidance support the optimistic expectation of a 'cycle extending to 2027'?
Amid the "insatiable" demand for high-performance storage in AI data centers, can gross margins continue to break previous highs? Will the earnings guidance support the optimistic expectation of a 'cycle extending to 2027'?In addition, the barometer of the crypto market$Robinhood (HOOD.US)$will release its earnings after the market closes on April 28,Against the backdrop of pressured cryptocurrency trading volumes, how it will hedge against weakness through diversified businesses such as predictive markets and subscription services has become a focal point.Payment Duopoly$MasterCard (MA.US)$and$Visa (V.US)$Their cross-border transaction volume will reveal the true resilience of global consumer spending.
Payment Duopoly$MasterCard (MA.US)$and$Visa (V.US)$Their cross-border transaction volume will reveal the true resilience of global consumer spending.the commercialization loop for FSD is continuously being perfected, opening up new profit potential.$Coca-Cola (KO.US)$Tuesday pre-market will see the Q1 earnings report; will the 'happy water' bring surprises? The fiber optic leader$Corning (GLW.US)$will also appear on the same day. The insatiable demand for fiber optics in AI data centers has materialized into a $6 billion multi-year supply contract signed with Meta,Can this round of earnings deliver strong data to pave the way for more growth on this 'path of light'?In the pharmaceutical sector,$Eli Lilly and Co (LLY.US)$Earnings are expected to be announced on April 30, with a focus on the progress of the launch of their new-generation oral weight-loss drug Foundayo.With oil prices fluctuating at high levels,$Exxon Mobil (XOM.US)$and$Chevron (CVX.US)$Will announce earnings together on May 1.Affected by the blockade of the Strait of Hormuz, the Q1 production of the two companies may have been impacted; the market will focus on the progress of production recovery and the extent to which rising oil prices offset profitability.
The Hong Kong stock market will also face an earnings test for a batch of core assets.$YOFC (06869.HK)$、$MONTAGE TECH (06809.HK)$、$BYD COMPANY (01211.HK)$、$CNOOC (00883.HK)$、$HKEX (00388.HK)$Companies are set to report their results, with the volume and pricing dynamics of AI fiber optics, cost resilience in new energy vehicles, and the cash flow of high-dividend energy leaders... expected to drive a new round of structural investment opportunities in Hong Kong stocks.
📞 [Earnings Live Preview]
📺 Exclusive presentation in the Futubull community:Earnings calls from Google, Meta, Microsoft, and Applewill be broadcast live simultaneously in the Futubull community with real-time interpretation. Fellow investors are welcome to make reservations to watch! 👇👇
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
Click to learn more about corporate earnings announcement schedules:More earnings calendar[Interactive Giveaway]What do fellow investors think about how the companies releasing earnings next week will perform? Join the prediction and win 66 points!
(Note: You'll receive a reward as long as the selected stock rises on its first day; points will be distributed uniformly after the Q1 earnings season ends, with the first-day rise based on Beijing time.)
Earnings season is upon us, have you made your moves?Fellow investors, any surprises or unexpected developments? Feel free to share your thoughts in the comments section!‘Earnings Express’ - AI insights into key points; build an options strategy in three steps!![[Gift]This article is suitable for commenting & liking.[Heart]Participate in our earnings event and win points! Hi, fellow investors~[Happy] As the Q1 2026 earnings season gradually unfolds, the market trading logic underwent a subtle shift last week:From speculating on macro uncertainties to betting on corporate earnings resilience.[Thinking Face]Despite the back-and-forth prospects of a US-Iran ceasefire, intermittent disruptions in the Strait of Hormuz shipping channel, oil prices yet to stabilize, and the narrative of 'higher for longer' interest rates still suppressing valuation imagination,capital has begun to shift from pure risk aversion to cautious deployment in growth assets. $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$After record-breaking consecutive gains, the market entered a consolidation phase at high levels, but with sharp divergence among sectors:$ServiceNow (NOW.US)$Although earnings met expectations, software stocks collectively dropped due to delays in Middle Eastern contracts and panic over AI disruptions; chip stocks, however, surged against the trend.$PHLX Semiconductor Index (.SOX.US)$Breaking through the 10,000-point mark for the first time in history on Thursday, achieving a record-breaking 17 consecutive gains! [Smart]$Texas Instruments (TXN.US)$Due to Q1 results surpassing expectations across the board and providing an impressive Q2 guidance, the share price soared by 19.43%; even more exciting for the market was$Intel (INTC.US)$Q1 revenue was $13.6 billion...](https://nnqimage.futunn.com/sns_client_feed/999982/20260424/web-1777019227059-yo6y5PmPsK.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Instant answers to resolve doubts, smart stock selection to lock in potential uptrends, portfolio analysis to seize opportunities and avoid risks!![[Gift]This article is suitable for commenting & liking.[Heart]Participate in our earnings event and win points! Hi, fellow investors~[Happy] As the Q1 2026 earnings season gradually unfolds, the market trading logic underwent a subtle shift last week:From speculating on macro uncertainties to betting on corporate earnings resilience.[Thinking Face]Despite the back-and-forth prospects of a US-Iran ceasefire, intermittent disruptions in the Strait of Hormuz shipping channel, oil prices yet to stabilize, and the narrative of 'higher for longer' interest rates still suppressing valuation imagination,capital has begun to shift from pure risk aversion to cautious deployment in growth assets. $S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$After record-breaking consecutive gains, the market entered a consolidation phase at high levels, but with sharp divergence among sectors:$ServiceNow (NOW.US)$Although earnings met expectations, software stocks collectively dropped due to delays in Middle Eastern contracts and panic over AI disruptions; chip stocks, however, surged against the trend.$PHLX Semiconductor Index (.SOX.US)$Breaking through the 10,000-point mark for the first time in history on Thursday, achieving a record-breaking 17 consecutive gains! [Smart]$Texas Instruments (TXN.US)$Due to Q1 results surpassing expectations across the board and providing an impressive Q2 guidance, the share price soared by 19.43%; even more exciting for the market was$Intel (INTC.US)$Q1 revenue was $13.6 billion...](https://nnqimage.futunn.com/sns_client_feed/999982/20260424/web-1777019245027-CH3AD5qCkV.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
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