Discussing the US earnings season: Could Microsoft's results boost sentiment in chip stocks? (e.g., MSFT, META, AMZN, AAPL, AMD, SNDK, MU)

美股業績期探討微軟業績帶動晶片股氣氛？(如MSFT,META,AMAZON,APPLE,AMD,SNDK,MU)

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Microsoft recently reported its latest earnings, with cloud business revenue growing by 43%—the fastest pace since 2022—and capital expenditure guidance in line with expectations. Management now expects to maintain positive free cash flow in the new fiscal year.

Microsoft's latest earnings have alleviated market concerns about the sustainability of AI-related spending, sparking a rebound in U.S. chip and storage stocks on Thursday.

Today, I’ll spend 30 minutes breaking down the price action of several earnings stocks and the semiconductor sector for everyone.

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Roundhill Memory ETF (DRAM.US)$$Amazon (AMZN.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Bloom Energy (BE.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$

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