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[Contest] Earnings Peak Week! Apple, Meta, Microsoft, and Amazon all report—plus Japan and Korea’s memory leaders deliver results. Weekly earnings roundup (7/27–7/31)
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Hi, fellow investors~
This week marks the true peak of Q2 2026 earnings season. The ‘Big Four’ tech giants, memory leaders, core semiconductor supply chain companies, oil & gas majors, and consumer sector leaders will all report earnings—the highest information density and most concentrated trading opportunities of the year."Super Earnings Week"has officially begun.
The Big Four Tech Giants Take Center Stage—AI Monetization Faces a Crucial Test
As key anchors of US stock market valuation,Microsoft, Meta, Apple, and AmazonThe four major tech giants will report earnings one after another during the week.$Microsoft (MSFT.US)$ Microsoft will report earnings after market close on July 29. The market will closely watch the growth rate of AI service revenue within Azure, Copilot’s commercial adoption, and the impact of AI infrastructure investments on profit margins.$Meta Platforms (META.US)$ Meta reports on the same day. Its AI-powered ad tools have consistently improved efficiency over recent quarters; this time, the market is more focused on whether its high-growth AI capital expenditures can be absorbed and whether there’s tangible progress in monetizing the Llama large language model.
$Apple (AAPL.US)$Will report earnings after market close on July 30. At this critical juncture for AI feature implementation, whether Apple Intelligence can drive a new iPhone upgrade cycle is the market's top concern. The resilience of its Services segment and performance in the China market will also influence how the market assesses its growth trajectory.$Amazon (AMZN.US)$ Amazon will also report after market close on July 30. Key focal points include AWS’s conversion of AI orders, the pace at which its backlog is fulfilled, and its full-year capital expenditure outlook. Additionally, whether profitability in its retail segment continues to improve will determine the quality of its earnings.
![This post is eligible for comments & likes—join our earnings event and earn points![Nice] Hi, fellow investors~[Yeah!] This week marks the true peak of Q2 2026 earnings season. The ‘Big Four’ tech giants, memory leaders, core semiconductor supply chain companies, oil & gas majors, and consumer sector leaders will all report earnings—the highest information density and most concentrated trading opportunities of the year."Super Earnings Week"has officially begun.[Wow] The Big Four Tech Giants Take Center Stage—AI Monetization Faces a Crucial Test As key anchors of US stock market valuation,Microsoft, Meta, Apple, and AmazonThe four major tech giants will report earnings one after another during the week.$Microsoft (MSFT.US)$ Microsoft will report earnings after market close on July 29. The market will closely watch the growth rate of AI service revenue within Azure, Copilot’s commercial adoption, and the impact of AI infrastructure investments on profit margins.$Meta Platforms (META.US)$ Meta reports on the same day. Its AI-powered ad tools have consistently improved efficiency over recent quarters; this time, the market is more focused on whether its high-growth AI capital expenditures can be absorbed and whether there’s tangible progress in monetizing the Llama large language model. $Apple (AAPL.US)$Apple will report earnings after market close on July 30. At this critical juncture for AI feature implementation, whether Apple Intelligence can drive a new iPhone replacement cycle is a key market focus...](https://nnqimage.futunn.com/sns_client_feed/999982/20260724/web-1784856858191-OvQfzv5giA.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Memory leaders report en masse—can the supercycle continue?
Amid the AI computing boom, memory chips represent one of the clearest beneficiaries. During the week, leading Japanese and Korean memory manufacturers will release earnings, offering validation on the strength and sustainability of the upcycle.$SK hynix (SKHY.US)$ and $Seagate Technology (STX.US)$They take the stage early. For the former, as a core HBM supplier, the market is watching its high-bandwidth memory (HBM) shipment mix, long-term contract pricing, and capacity expansion pace; the latter benefits from rising demand for high-capacity nearline hard drives in AI data centers, making its HAMR product ramp-up and gross margin performance worth monitoring.$Samsung Electronics (005930.KR)$ A Q2 earnings preview has already been released; the full report will further break down the profitability structure of the memory business. Trends in HBM, DRAM, and NAND pricing, along with second-half capacity plans, will directly influence market views on the memory supercycle. $Kioxia Holdings (285A.JP)$ As the NAND flash memory leader, it will also validate the strength of AI server flash memory demand.
Semiconductors take the baton as AI-driven momentum spreads across the entire supply chain.
Semiconductor IP providers, mobile chipmakers, and equipment vendors will also report earnings that week, collectively painting a picture of the AI semiconductor industry’s cyclical outlook.$KLA Corp (KLAC.US)$ And, $Lam Research (LRCX.US)$ Representing the equipment segment, the market will focus on order visibility driven by advanced process technology and memory capacity expansion, as well as revenue contributions from AI-related equipment.$Arm Holdings (ARM.US)$ As the leading semiconductor IP provider, key highlights include the rising share of AI chip licensing revenue and the resilience of royalty income. The company must deliver a comprehensive performance showing recovery in mobile chips, growth in automotive and IoT segments, and progress in on-device AI. If equipment, IP, and end-market chips all strengthen simultaneously, it signals that the AI-driven upcycle is no longer just about GPUs—it’s now spreading across the entire semiconductor supply chain.
$KLA Corp (KLAC.US)$ And, $Lam Research (LRCX.US)$ Representing the equipment segment, the market will focus on order visibility driven by advanced process technology and memory capacity expansion, as well as revenue contributions from AI-related equipment.$Arm Holdings (ARM.US)$ As the leading semiconductor IP provider, key highlights include the rising share of AI chip licensing revenue and the resilience of royalty income. The company must deliver a comprehensive performance showing recovery in mobile chips, growth in automotive and IoT segments, and progress in on-device AI. If equipment, IP, and end-market chips all strengthen simultaneously, it signals that the AI-driven upcycle is no longer just about GPUs—it’s now spreading across the entire semiconductor supply chain.Crypto, energy, and consumer sectors take the stage together.
In the crypto segment,$Robinhood (HOOD.US)$、$Strategy (MSTR.US)$、$Coinbase (COIN.US)$industry divergence will be on display.RobinhoodWatch the proportion of diversified business revenue,Strategyand monitor changes in Bitcoin holdings' valuation.CoinbaseIt remains to be proven whether trading activity and subscription service growth can jointly improve profitability.
Regarding the energy sector, $Shell (SHEL.US)$、$Exxon Mobil (XOM.US)$ 、$Chevron (CVX.US)$cash flow resilience amid oil price volatility will be tested. Key points to watch include upstream profitability, production recovery, refining margin improvement, and progress on asset integration.
The consumer sector also warrants attention.$Coca-Cola (KO.US)$ Watch global sales volume and pricing strategies,$Procter & Gamble (PG.US)$ Look at profit margins under cost pressures, $MasterCard (MA.US)$cross-border transaction data will indirectly reflect the vitality of global consumer and travel demand.
Diversified segments and HK-listed assets face a mid-term test
There are also bright spots in areas such as optical communications, power infrastructure, and pharmaceuticals. $Corning (GLW.US)$ will report earnings before the market opens on July 28, marking the most critical earnings event in the optical communications segment; $Bloom Energy (BE.US)$ And, $Vertiv Holdings (VRT.US)$ riding the tailwinds of data center power and thermal management solutions, its order growth rate and gross margin are drawing significant attention. $AstraZeneca (AZN.US)$ Look at the core drug pipeline,$Tempus AI (TEM.US)$ and examine revenue growth and narrowing losses in precision medicine AI.
Hong Kong-listed and Greater China assets will also陆续 report earnings.$ASMPT (00522.HK)$Benefiting from advanced packaging capacity expansion, order performance is worth watching; $STANCHART (02888.HK)$ wealth management and shareholder return policies are in focus.$New Oriental (EDU.US)$ 、$BUD APAC (01876.HK)$ 、$YUM CHINA (09987.HK)$、$AUNTEA JENNY (02589.HK)$etc., will also test the strength of education recovery, premiumization in beer, demand for chain restaurants, and freshly prepared tea beverages.
This week’s earnings lineup spanstech giants, memory/storage, crypto, energy, and consumer sectorsacross multiple core investment themes—serving as a concentrated review of corporate performance in the first half and setting the earnings tone for market trends in the second half. Can tech giants’ AI investments translate into real, tangible revenue? Will the memory supercycle continue? How robust is the consumer recovery? Answers will gradually emerge from one earnings report after another.Feel free to share in the comments which stocks you’re most watching—we’ll wait together for the results to unfold~Strategy 2026 Q2 Earnings Live Stream
A lineup of star stocks is set to report earnings! How can you avoid missing the action? Click to learn more about corporate earnings release dates:More Earnings Calendar
A lineup of star stocks is set to report earnings! How can you avoid missing the action? Click to learn more about corporate earnings release dates:More Earnings Calendar
🏆 Event: Bull Circle Opinion Leader ✨
Can Apple’s AI drive a wave of device upgrades? Can Meta continue delivering on ad revenue and large models? Can Microsoft Azure and Amazon AWS justify their massive AI investments? Can SK Hynix confirm the ongoing strength in memory market conditions? Can Corning’s results validate strong fiber demand from AI data centers? This week, tech giants report earnings back-to-back—who do you think will most exceed expectations?
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![This post is eligible for comments & likes—join our earnings event and earn points![Nice] Hi, fellow investors~[Yeah!] This week marks the true peak of Q2 2026 earnings season. The ‘Big Four’ tech giants, memory leaders, core semiconductor supply chain companies, oil & gas majors, and consumer sector leaders will all report earnings—the highest information density and most concentrated trading opportunities of the year."Super Earnings Week"has officially begun.[Wow] The Big Four Tech Giants Take Center Stage—AI Monetization Faces a Crucial Test As key anchors of US stock market valuation,Microsoft, Meta, Apple, and AmazonThe four major tech giants will report earnings one after another during the week.$Microsoft (MSFT.US)$ Microsoft will report earnings after market close on July 29. The market will closely watch the growth rate of AI service revenue within Azure, Copilot’s commercial adoption, and the impact of AI infrastructure investments on profit margins.$Meta Platforms (META.US)$ Meta reports on the same day. Its AI-powered ad tools have consistently improved efficiency over recent quarters; this time, the market is more focused on whether its high-growth AI capital expenditures can be absorbed and whether there’s tangible progress in monetizing the Llama large language model. $Apple (AAPL.US)$Apple will report earnings after market close on July 30. At this critical juncture for AI feature implementation, whether Apple Intelligence can drive a new iPhone replacement cycle is a key market focus...](https://nnqimage.futunn.com/sns_client_feed/999982/20260724/web-1784857108194-Su7A8bc3cT.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Get instant answers to your questions, use intelligent stock selection to target promising upward momentum, and analyze your holdings to seize opportunities and avoid risks!![This post is eligible for comments & likes—join our earnings event and earn points![Nice] Hi, fellow investors~[Yeah!] This week marks the true peak of Q2 2026 earnings season. The ‘Big Four’ tech giants, memory leaders, core semiconductor supply chain companies, oil & gas majors, and consumer sector leaders will all report earnings—the highest information density and most concentrated trading opportunities of the year."Super Earnings Week"has officially begun.[Wow] The Big Four Tech Giants Take Center Stage—AI Monetization Faces a Crucial Test As key anchors of US stock market valuation,Microsoft, Meta, Apple, and AmazonThe four major tech giants will report earnings one after another during the week.$Microsoft (MSFT.US)$ Microsoft will report earnings after market close on July 29. The market will closely watch the growth rate of AI service revenue within Azure, Copilot’s commercial adoption, and the impact of AI infrastructure investments on profit margins.$Meta Platforms (META.US)$ Meta reports on the same day. Its AI-powered ad tools have consistently improved efficiency over recent quarters; this time, the market is more focused on whether its high-growth AI capital expenditures can be absorbed and whether there’s tangible progress in monetizing the Llama large language model. $Apple (AAPL.US)$Apple will report earnings after market close on July 30. At this critical juncture for AI feature implementation, whether Apple Intelligence can drive a new iPhone replacement cycle is a key market focus...](https://nnqimage.futunn.com/sns_client_feed/999982/20260724/web-1784857124413-K71KKkpE5B.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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