Microsoft and Meta both reported earnings on Jul 29 (U.S. time).Microsoft posted Q4 revenue of $90bn (+18% YoY), with cloud revenue growth exceeding 40% and Azure revenue crossing $100bn for the first time — beating estimates, sending the stock up nearly 5% in after-hours trading. Meta reported revenue of $60.8bn (+28% YoY), also a beat, but Q3 guidance disappointed, free cash flow hit a four-year low, and the company raised its full-year capex outlook to $130bn–$145bn — shares reversed lower after hours.Apple and Amazon are up next tonight — which one are you more bullish on?

Microsoft and Meta both reported earnings on Jul 29 (U.S. time).Microsoft posted Q4 revenue of $90bn (+18% YoY), with cloud revenue growth exceeding 40% and Azure revenue crossing $100bn for the first time — beating estimates, sending the stock up nearly 5% in after-hours trading. Meta reported revenue of $60.8bn (+28% YoY), also a beat, but Q3 guidance disappointed, free cash flow hit a four-year low, and the company raised its full-year capex outlook to $130bn–$145bn — shares reversed lower after hours.Apple and Amazon are up next tonight — which one are you more bullish on?

Microsoft & Meta Report on the Same Day — Can the AI Trade Stage a Comeback?

This week is the peak of the Q2 earnings season. Microsoft and Meta after hours on Wednesday, Apple and Amazon after hours on Thursday—the four tech giants are squeezed into just two days, compounded by the FOMC rate decision on Wednesday, making it a rare dense schedule for the year. The most concentrated volatility is actually in semiconductors: from compute IP/edge (Arm, Qualcomm) to memory/HBM (SK Hynix), to storage (Seagate), and then to equipment (Lam Research). The entire AI hardware supply chain takes its exam in the same week, with implied volatility generally above 13%...

Apple

Paypal

Amazon

BABA-W

BABA-WR

Alibaba

SK Hynix

SK Hynix - WI

Rivian Automotive

Microsoft

Amkor Tech

SoFi Tech

Ford Motor

Starbucks

Qualcomm

Robinhood

Visa

Coca Cola

Abbvie

SoftBank

Alibaba HK SDR 5to1

Meta Platforms

Seagate Tech

Lam Research

Preview of US Stock Earnings Volatility This Week: The Big Four Tech Giants Take Turns 'Taking Over the Streets', AI Hardware Chain Collectively Faces the Exam

推測準確要

Ranks in the top 20% of account holders by rate of return
Calculated based on your Integrated A/C

Rate Of Return