Major Wall Street banks take the lead! Q4 earnings season for US stocks kicks off
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Hello fellow investors~
This week,$JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$Financial giants kicked off the Q4 earnings season but saw their stocks plunge despite solid results.CNBC's well-known commentator remarked frankly: A pullback has long been overdue! The divergence in performance was not only due to management’s cautious remarks cooling market sentiment but also reflected a technical correction after significant sector gains.
On the other hand, good news came from the tech sector:After Taiwan Semiconductor announced impressive full-year and Q4 2025 earnings, $Taiwan Semiconductor (TSM.US)$ its after-hours stock price surged, rising nearly 7% at one point during the session, demonstrating consistent market enthusiasm for its strong fundamentals.
This contrast between hot and cold highlights that the influence of macro sentiment and future guidance is now surpassing that of single historical data points.So, will this atmosphere of 'cautious expectations outweighing optimistic data' spread? Looking ahead to next week, a group of key companies from the technology, consumer, healthcare, and resources sectors will release their results and face the market’s rigorous scrutiny.
After Thursday's close, $Intel (INTC.US)$ the earnings report is undoubtedly the top priority.The market is eager to find evidence of a solid recovery in AI-driven PC and data center demand from it.The progress of its foundry business and gross margin trends will not only affect itself but may also set the tone for the entire tech hardware sector.
In addition, the recently heated precious metals sector will also face earnings realization.The world’s key copper producer $Freeport-McMoRan (FCX.US)$will directly reveal whether soaring copper prices can translate into actual profits?Will capital expenditure plans reflect confidence in long-term demand? $Alcoa (AA.US)$ Earnings are another important indicator of downstream manufacturing demand for base metals.
Next week, which major players will take the stage? Let’s wait and see together.👇👇
![[Gift]This article is suitable for comments & likes[Heart], join our earnings event and win points! Hello fellow investors~[Happy] This week,$JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$Financial giants kicked off the Q4 earnings season but saw their stocks plunge despite solid results.CNBC's well-known commentator remarked frankly: A pullback has long been overdue! The divergence in performance was not only due to management’s cautious remarks cooling market sentiment but also reflected a technical correction after significant sector gains.[Thinking Face] [Nice]On the other hand, good news came from the tech sector:After Taiwan Semiconductor announced impressive full-year and Q4 2025 earnings, $Taiwan Semiconductor (TSM.US)$ its after-hours stock price surged, rising nearly 7% at one point during the session, demonstrating consistent market enthusiasm for its strong fundamentals. This contrast between hot and cold highlights that the influence of macro sentiment and future guidance is now surpassing that of single historical data points.So, will this atmosphere of 'cautious expectations outweighing optimistic data' spread? Looking ahead to next week, a group of key companies from the technology, consumer, healthcare, and resources sectors will release their results and face the market’s rigorous scrutiny.[Keep Fighting] After Thursday's close, $Intel (INTC.US)$ the earnings report is undoubtedly the top priority.The market is eager to find evidence of a solid recovery in AI-driven PC and data center demand from it.The progress of its foundry business and the trend in gross margin will not only affect itself but may also serve as an indicator for the entire...](https://nnqimage.futunn.com/sns_client_feed/999982/20260116/web-1768534696597-7Gs0hHoWQN.jpeg/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:Intel 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
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~
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![[Gift]This article is suitable for comments & likes[Heart], join our earnings event and win points! Hello fellow investors~[Happy] This week,$JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$Financial giants kicked off the Q4 earnings season but saw their stocks plunge despite solid results.CNBC's well-known commentator remarked frankly: A pullback has long been overdue! The divergence in performance was not only due to management’s cautious remarks cooling market sentiment but also reflected a technical correction after significant sector gains.[Thinking Face] [Nice]On the other hand, good news came from the tech sector:After Taiwan Semiconductor announced impressive full-year and Q4 2025 earnings, $Taiwan Semiconductor (TSM.US)$ its after-hours stock price surged, rising nearly 7% at one point during the session, demonstrating consistent market enthusiasm for its strong fundamentals. This contrast between hot and cold highlights that the influence of macro sentiment and future guidance is now surpassing that of single historical data points.So, will this atmosphere of 'cautious expectations outweighing optimistic data' spread? Looking ahead to next week, a group of key companies from the technology, consumer, healthcare, and resources sectors will release their results and face the market’s rigorous scrutiny.[Keep Fighting] After Thursday's close, $Intel (INTC.US)$ the earnings report is undoubtedly the top priority.The market is eager to find evidence of a solid recovery in AI-driven PC and data center demand from it.The progress of its foundry business and the trend in gross margin will not only affect itself but may also serve as an indicator for the entire...](https://nnqimage.futunn.com/sns_client_feed/999982/20260115/web-1768465873057-AE0ykUYsTx.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
![[Gift]This article is suitable for comments & likes[Heart], join our earnings event and win points! Hello fellow investors~[Happy] This week,$JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$Financial giants kicked off the Q4 earnings season but saw their stocks plunge despite solid results.CNBC's well-known commentator remarked frankly: A pullback has long been overdue! The divergence in performance was not only due to management’s cautious remarks cooling market sentiment but also reflected a technical correction after significant sector gains.[Thinking Face] [Nice]On the other hand, good news came from the tech sector:After Taiwan Semiconductor announced impressive full-year and Q4 2025 earnings, $Taiwan Semiconductor (TSM.US)$ its after-hours stock price surged, rising nearly 7% at one point during the session, demonstrating consistent market enthusiasm for its strong fundamentals. This contrast between hot and cold highlights that the influence of macro sentiment and future guidance is now surpassing that of single historical data points.So, will this atmosphere of 'cautious expectations outweighing optimistic data' spread? Looking ahead to next week, a group of key companies from the technology, consumer, healthcare, and resources sectors will release their results and face the market’s rigorous scrutiny.[Keep Fighting] After Thursday's close, $Intel (INTC.US)$ the earnings report is undoubtedly the top priority.The market is eager to find evidence of a solid recovery in AI-driven PC and data center demand from it.The progress of its foundry business and the trend in gross margin will not only affect itself but may also serve as an indicator for the entire...](https://nnqimage.futunn.com/sns_client_feed/999982/20260115/web-1768465215930-9OG8symvfw.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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