Investing Updates: What to Expect in the Week Ahead (Earnings from Apple, Google; the Fed Rate Cut, and Trump-Xi Ahead)

Source:

https://www.moomoo.com/news/post/60271547/what-to-expect-in-the-week-ahead-earnings-from-apple?level=1&data_ticket=1760929336836044

ChatGPT:

The coming week marks a pivotal stretch for markets as both earnings season and major policy events converge. U.S. stocks are at record highs with tech giants—Apple, Microsoft, Meta, Google, and Amazon—set to report results.

Alphabet ($GOOGL) reports Oct. 29, with consensus expecting Q3 EPS up 8% to $2.28 and revenue up 13% to nearly $100 billion, possibly topping that mark for the first time. Microsoft ($MSFT) posts Wednesday, with EPS seen up 11% to $3.66 on $75.4 billion revenue, driven by Azure growth of 38% and Copilot AI momentum. Meta ($META) reports the same day, with EPS forecast at $6.69, up 11%, and revenue up 22% to $49.4 billion—boosted by ad strength at Facebook and Instagram.

Apple ($AAPL) reports Thursday, with EPS expected at $1.77, up 8%, and revenue up 7.5% to $102 billion, reflecting early iPhone 17 sales. Amazon ($AMZN) also reports Thursday, projected EPS up 10% to $1.57 and revenue up 12% to $177.85 billion, with AWS growth (18%) and tariff impacts under scrutiny.

On the macro front, the Federal Reserve is widely expected to cut rates by 0.25% on Wednesday and possibly end quantitative tightening, reinforcing bond market optimism. Chair Jerome Powell’s comments will guide expectations for a potential December cut.

Geopolitically, focus turns to the Oct. 31–Nov. 1 Trump–Xi meeting at APEC in South Korea. Investors hope for progress that could delay Trump’s planned 100% tariff on Chinese goods amid ongoing U.S.–China trade talks in Malaysia.

Opinion:

Feels a little too bullish these days.

Parking some cash for the holidays season and "crash" 😋