Investing Updates: What to Expect in the Week Ahead (Earnings from Palantir, AMD, Novo Nordisk, Qualcomm, Applovin)

Source:

https://www.moomoo.com/news/post/60736708/what-to-expect-in-the-week-ahead-earnings-from-palantir?level=1&data_ticket=1762139387969033

ChatGPT:

U.S. markets enter the week on a strong footing after Wall Street notched its third straight weekly gain and a sixth consecutive positive month in October. The S&P 500 rose 2.27% and the Nasdaq jumped 4.7% last month, helped by a surge in mega-cap tech stocks. Nvidia briefly crossed a $5 trillion valuation, while Amazon rallied over 9% on strong AWS results. Meta lagged due to a $16 billion one-off tax charge tied to the “One Big Beautiful Bill Act.”

The week ahead is packed with key earnings across tech, AI, e-commerce, and pharmaceuticals. Major companies reporting include Palantir, AMD, Novo Nordisk, Qualcomm, Applovin, Arm, Uber, Shopify, Super Micro Computer, and Airbnb. A potential U.S. government shutdown could disrupt major economic releases, including the October jobs report, trade data, and JOLTS.

Early-week focus is on Palantir, expected to post record commercial sales growth of about 50% after major deals with Boeing and Lumen. ISM manufacturing PMI is also forecast to improve. On Tuesday, AMD is set for ~high-20% revenue growth on strong chip demand, while Uber is expected to exceed mobility and delivery booking forecasts, with attention on its Nvidia robotaxi partnership. Shopify may outperform on international expansion, and Super Micro’s AI server demand will be watched closely.

Mid-week, Qualcomm’s push into AI data-center chips will be under the spotlight, while Applovin may provide upbeat guidance as it expands beyond gaming. Robinhood is projected to deliver record revenue of $1.2 billion, boosted by strong trading volumes.

Later in the week, Airbnb is estimated to post ~9% revenue growth, while Constellation Energy may address new nuclear demand driven by data-center power needs. If the shutdown continues, jobless-claims and the jobs report may be delayed.

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" 😋

Technology Updates: ChatGPT Atlas browser puts AI right where you need it, but can you trust it?

Source:

https://www.cultofmac.com/news/chatgpt-atlas-browser-puts-ai-right-where-you-need-it

ChatGPT:

OpenAI has launched ChatGPT Atlas, a new browser for Mac that embeds its AI chatbot directly into users’ web experiences. The free browser allows users to access ChatGPT on any site without switching tabs — for example, while browsing Airbnb listings, one could instantly ask the AI to plan a trip or suggest nearby activities. For paying users, an agent mode can perform more advanced tasks, though OpenAI acknowledges potential security and reliability risks.

OpenAI emphasizes that Atlas was designed with safety and transparency in mind. Agent mode cannot access other Mac apps, install extensions, or act on sensitive websites without user confirmation. A logged-out mode limits data exposure, and users can control which pages the AI can view. Despite these protections, OpenAI admits that AI agents remain vulnerable to malicious instructions embedded in webpages or emails, which could lead to unintended actions or data theft.

Atlas also introduces “browser memories,” which remember details from visited pages to offer smarter responses — such as building to-do lists or continuing research. These memories, along with search queries, stay private to the user’s ChatGPT account and can be reviewed, archived, or deleted anytime. OpenAI states that it does not use this data for training unless users opt in.

CEO Sam Altman describes Atlas as a reimagining of how browsers can integrate AI, calling it a “once-a-decade opportunity” to reinvent web interaction. Currently available on macOS for all ChatGPT users (Free to Pro tiers), Atlas will soon expand to Windows, iOS, and Android, promising a seamless blend of browsing and AI assistance — albeit one that still requires cautious use.

Opinion:

Will be using it as part of the trifecta of browsers; Safari, Chrome and now ChatGPT Atlas.

Will see if there's any differences between the web version and this.

Investing Updates: What to Expect in the Week Ahead (Earnings from Tesla and Netflix; CPI data)

Source:

https://www.moomoo.com/news/post/59920666/what-to-expect-in-the-week-ahead-earnings-from-tesla?level=1&data_ticket=1760929336836044

ChatGPT:

The upcoming week will be eventful for markets, with major earnings and key economic data in focus. Tesla, Netflix, General Motors, and Intel headline the corporate earnings lineup. Automakers are expected to report record September EV sales as buyers rushed to benefit from soon-to-expire tax incentives.

General Motors (GM) reports Tuesday and may announce a U.S.-centric supply chain strategy to offset $4–$5 billion in trade-related costs amid U.S. policy shifts. Netflix (NFLX) also reports Tuesday, with revenue projected to surge 17% — its fastest since 2021 — driven by increased engagement, subscriber growth, and higher average revenue per user. Analysts suggest Netflix may lift 2025 guidance thanks to margin improvements.

Tesla (TSLA) will release results Wednesday, with analysts anticipating a strong beat following record deliveries before certain EV tax credits expired. The focus will be on demand for its new lower-priced models, potential supply chain issues tied to China’s rare-earth policies, and updates on its AI and self-driving software developments. Intel (INTC)reports Thursday, with UBS expecting steady PC and server market gains to support a slight upside in fourth-quarter guidance. Investors will also monitor any partnership updates following recent industry investments by Nvidia and SoftBank.

On the macro front, investors await Friday’s U.S. September CPI report, crucial for confirming whether the Federal Reserve will proceed with a likely 25-basis-point rate cut at its October 28–29 meeting. Consensus forecasts show headline CPI rising to 3.1% year-over-year, up from August’s 2.9%, with core CPI steady at 3.1%. Persistent inflation could test market optimism despite expectations of policy easing.

Investing Updates: What to Expect in the Week Ahead (Earnings from PEP, APLD; Initial Jobless Claims and Powell Speaks)

Source:

https://www.moomoo.com/news/post/59326748/what-to-expect-in-the-week-ahead-earnings-from-pep?level=1&data_ticket=1759710088403852

ChatGPT:

In the week ahead, investors will closely watch two very different earnings reports alongside key U.S. macroeconomic data and commentary from the Federal Reserve.

On October 9, PepsiCo (PEP) reports before market open. The consumer giant has struggled in 2025, with shares down 7% year-to-date, lagging the S&P 500 by 23%. Analysts forecast Q3 EPS of $2.26, a 2.18% decline year-over-year, reflecting ongoing headwinds. Despite this, PepsiCo has consistently outperformed expectations, beating estimates in all but one quarter over the past two years. Looking forward, analysts expect earnings to return to mid-single-digit growth in 2026, underpinned by its strong execution track record.

Later that day, Applied Digital (APLD) reports after market close. Riding the AI infrastructure boom, its stock has surged 234% this year, though its valuation looks stretched with an EV/Sales ratio of 44x versus the sector’s 4x. Investor excitement is driven by its expanded $CoreWeave lease, boosting contracted capacity to 400MW and potentially $11 billion in revenue. The market anticipates further large-scale deals, with management confirming talks with a U.S. hyperscaler, keeping sentiment highly bullish.

On the macro side, the spotlight falls on Fed Chair Jerome Powell’s upcoming speech, widely seen as the key event shaping policy expectations. Markets will parse his tone for clues on the timing and scale of future rate moves. His comments will be informed by the delayed September Nonfarm Payrolls (NFP) report, which provides a comprehensive view of labor market health. Ahead of that, Initial Jobless Claims, expected to tick up to 223K from 218K, will offer a more immediate read on employment, reinforcing the narrative of gradual cooling the Fed has been monitoring.

Investing Updates: What to Expect in the Week Ahead (Earnings from Micron, Costco; Powell Speech and Inflation Data)

Source:

https://www.moomoo.com/news/post/58757316/what-to-expect-in-the-week-ahead-earnings-from-micron?level=1&data_ticket=1758502671892302

ChatGPT:

As earnings season winds down, a few high-profile companies and key economic data points will dominate the week ahead.

Micron Technology (MU) will report fiscal Q4 earnings after Tuesday’s close. The stock has surged 37% this month and is up 94% year-to-date, fueled by strong demand for high-bandwidth memory chips used in AI data centers. Analysts expect adjusted earnings of $2.79 per share, up 136% year-on-year, with revenue projected at $11.13 billion, a 44% increase. For Q1, Wall Street forecasts EPS of $3.01, up 68%, and revenue of $11.84 billion, up 36%. Micron recently set a new all-time high, surpassing its June 2024 peak.

Costco (COST) will release results Thursday. Oppenheimer raised its Q4 EPS forecast to $5.70 from $5.40, though consensus stands slightly higher at $5.81. Earlier this month, Costco reported quarterly sales of $84.4 billion, an 8% increase but below analysts’ $86.08 billion expectation. Investors will be watching for signs of margin strength and membership trends.

On the macro front, Federal Reserve Chair Jerome Powell is scheduled to deliver his first public remarks since the Fed’s initial 2025 rate cut. Markets are eager for signals on the pace of further easing. Friday brings the Fed’s preferred inflation gauge—the core PCE index—expected to rise 0.22% month-on-month, lifting annual core inflation to 3% from 2.9%. Personal income is forecast to grow 0.3%, while personal spending is seen rising 0.4%. These reports are unlikely to surprise since CPI and PPI data have already been released.

Other highlights include August existing home sales on Tuesday and a range of additional economic releases, rounding out a week of earnings and Fed-focused developments.

Technolog Updates: Everything Announced at Meta Connect 2025 in 20 minutes

Investing Updates: What to Expect in the Week Ahead (Fed Interest Rate Decision; FedEx earnings and Meta Connect )

Source:

https://www.moomoo.com/news/post/58444309/what-to-expect-in-the-week-ahead-fed-interest-rate?level=1&data_ticket=1757896023524503

ChatGPT:

What to Expect in the Week Ahead: Fed Decision, FedEx Earnings, and Meta Connect

Investors are focused on the Federal Reserve’s two-day policy meeting starting Tuesday, alongside several key corporate earnings and events.

On the earnings front, General Mills and Bullish will report Wednesday, followed by Darden Restaurants before the market opens Thursday and FedEx after the close. Analysts expect Bullish to post Q2 2025 revenue of USD 56.3M with EPS of USD 0.88. FedEx is forecast to deliver Q1 2026 revenue of USD 21.67B, up 0.44% year-over-year, with EPS of USD 3.32, reflecting a 3.4% increase. However, FedEx continues to face headwinds including sluggish business-to-business demand, weakening e-commerce volumes, and the drag from U.S. trade policies on global shipping.

Separately, Meta Platforms will host its Meta Connect developer conference, spotlighting AI, extended reality (XR), and wearable technology. The highlight will be the unveiling of Meta’s next-generation smart glasses—its first consumer-ready eyewear with a built-in display.

Macroeconomic data will also shape market sentiment. Monday brings the Empire State Manufacturing Index, followed by Retail Sales and Industrial Production Tuesday. Wednesday will see Housing Starts, Building Permits, and the Fed’s policy decision, with Jobless Claims due Thursday.

The Fed meeting is widely anticipated, with markets and Bloomberg Intelligence expecting a 25-basis-point rate cut—the first since December. This cut appears less driven by core economic data and more by investor expectations and political pressure from the White House. Chair Jerome Powell is expected to strike a cautious, neutral tone in his press conference, emphasizing the Fed’s balance between price stability and employment, while signaling independence in decision-making.

Opinion:

Predicting bullish week! 💪

Technology Updates: Amazon Just Launched Its Zoox Robotaxis In Las Vegas And We Took A Ride

Opinion:

I think robotics with optimised AI engines will have huge use cases in future.

Technology Updates: Apple Event - 9 Sep 2025

Investing Updates: September's Must-See Financial Events: FOMC Meeting, Apple Event, Meta Connect 2025, and More

Source:

https://www.moomoo.com/news/post/57734968/september-s-must-see-financial-events-fomc-meeting-apple-event?futusource=news_hotnews_list&client_hour_clock=24&main_broker=WwoJMTAwOApdCg==&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&level=2&global_content=%7B%22promote_content%22:%22mm:post:57734968%22,%22invite%22:103096561%7D&data_ticket=1756519637700751&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=57734968

ChatGPT:

September will be packed with major financial and tech events that could shape market sentiment. The U.S. stock market will close on September 1 for Labor Day, followed by the Federal Reserve’s Beige Book release on September 2. Broadcom reports earnings on September 4, with analysts projecting Q3 EPS of $1.66 and revenue growth of 21% year-over-year to $15.82 billion.

Apple’s highly anticipated “Awe Dropping” event takes place on September 9, where it is expected to unveil the iPhone 17 and new Apple Watch models. Reports suggest Apple may introduce a super-slim iPhone, prioritizing sleek design over battery and camera performance.

From September 17–19, President Donald Trump will visit the United Kingdom. Meanwhile, September 17 will be especially significant for investors. Meta Connect 2025 kicks off, with CEO Mark Zuckerberg expected to present updates on AI glasses and the company’s metaverse strategy. That same day, the FOMC will announce its interest rate decision, widely expected to include a 25 basis point cut, with markets pricing in high odds of multiple cuts this year.

Key U.S. economic data releases—covering jobs, inflation, and spending—will further influence market direction.

Opinion:

Exciting tech time from Apple.

Interested on the developments for Apple Watch and AirPods.

Sep rate cut poised to move the market.

Investing Updates : Weekly Earnings Preview: Grab rewards by guessing the market winner!

Source : 

https://www.moomoo.com/community/feed/weekly-earnings-preview-grab-rewards-by-guessing-the-market-winner-115070359240709

ChatGPT : 

Several companies, including Alibaba, Marvell Technology, Snowflake, NVIDIA, and PDD Holdings, will release earnings this week. Guess how the market will react to their results.

Opinion : 

If Nvidia == Earnings Beat 

Then SPY > 6500 

Else SPY < 6400

Investing Updates : What to Expect in the Week Ahead (Powell at Jackson Hole; Walmart's Earnings)

Source : 

https://www.moomoo.com/news/post/57079314/what-to-expect-in-the-week-ahead-powell-at-jackson?level=1&data_ticket=1755137009108042

Apple Intelligence : 

Next week’s earnings reports from Home Depot, Lowe’s, Target, BJ’s Wholesale Club, and Walmart will be closely watched. The Jackson Hole symposium, featuring Fed Chair Jerome Powell’s speech, will be a key event, with markets anticipating hints on potential interest rate cuts. Additionally, the Fed will release July policy meeting minutes, and President Trump may announce new tariffs on semiconductors.

Opinion : 

Predicting not much surprises this week.

Should be a sideways market.

It's middle of the month now so time to DCA VWRA again. 

Investing Updates : The Fed Is About to Cut Rates. History Shows It's Time to Look at Battered Tech Stocks

Source : 

https://www.moomoo.com/news/post/56882242/the-fed-is-about-to-cut-rates-history-shows-it?level=1&data_ticket=1755137009108042

Apple Intelligence : 

Historical data shows that when easing cycles aren’t triggered by a systemic crisis, the broader market tends to strengthen, with Technology often emerging as the primary beneficiary. Financials present a more nuanced picture, while sectors like Health Care and Consumer Discretionary often deliver steady post-cut performance. Energy is frequently decoupled from the domestic rate cycle, making its response to Fed easing less predictable.

Opinion : 

Looking bullish.

Expecting the unexpected. A pullback of some sort should be happening.

Investing Updates : Weekly Earnings Preview: Grab rewards by guessing the market winner!

Source : 

https://www.moomoo.com/community/feed/weekly-earnings-preview-grab-rewards-by-guessing-the-market-winner-114990918205853

ChatGPT : 

From Aug 11–15, companies including BigBear.ai, Sea, Circle, CoreWeave, and Tencent will release earnings. Moomoo invites users to view its earnings and economic calendars, then guess which stocks will perform best for a chance to win rewards. The preview encourages tracking market reactions to these reports.

Opinion : 

Market's too bullish.

Hoping for some pullback 😛

Investing Updates : What to Expect in the Week Ahead (Earnings from Alphabet and Tesla; Powell Speech and Housing Stats)

Source : 

https://www.moomoo.com/news/post/55654689/what-to-expect-in-the-week-ahead-earnings-from-alphabet?level=1&data_ticket=1752898809311001

ChatGPT : 

The upcoming week features key earnings reports from Alphabet (GOOGL) and Tesla (TSLA), leading the Magnificent Seven, alongside results from Coca-Cola, Lockheed Martin, RTX, GM, AT&T, IBM, Intel, and American Airlines.

- Alphabet may post its slowest revenue growth in 2 years, with focus on AI investments, including a $2.4B Windsurf deal.

- Tesla is expected to meet earnings targets, with attention on autonomous driving advancements as vehicle sales slow and clean-energy tax credits decline.

Macroeconomic highlights:

- Fed Chair Powell speaks on bank regulation Tuesday, while Fed Governor Bowman and OpenAI CEO Altman discuss AI in banking.

- Housing data signals weaker existing home sales (-1.5%) but slight improvement in new home sales after May’s drop.

- Durable goods orders may fall, while jobless claims show mixed trends.

Opinion : 

Results of the "Magnificient 2" have to be good for S&P to go higher.

I think it's likely. 1 August tariff will crash market a little. Then it goes higher yet again 😆.

Stay invested. Ride the volatility.

Technology Updates : New Apple Watch AI Model Can Reveal Hidden Health Conditions

Source : 

https://www.macrumors.com/2025/07/11/apple-watch-ai-model-can-reveal-health-conditions/

ChatGPT : 

Summary:

A new Apple-backed AI model, the Wearable Behavior Model (WBM), uses Apple Watch behavioral data (e.g., sleep, movement, activity patterns) to predict health conditions more accurately than traditional sensor-based methods. Trained on data from 160,000 participants and over 2.5 billion hours of data, it excels at detecting both static health states (like medication use) and transient conditions (like respiratory infections or sleep issues), with up to 92% accuracy for pregnancy when combined with biometric data. This shows the potential of Apple Watch to detect hidden health issues through long-term behavioral trends.

Investing Updates : U.S. Entry into Israel-Iran Conflict: Which Industries Stand to Be Affected?

Source : 

https://www.moomoo.com/community/feed/u-s-entry-into-israel-iran-conflict-which-industries-stand-114731808129029

Apple Intelligence : 

• Oil Price Impact: Oil prices surged by over 4% following the US entry into the Israel-Iran conflict, with WTI crude nearing $77 per barrel and Brent crude futures exceeding $80 per barrel.

• Potential Oil Disruption: Iran’s parliament voted to close the Strait of Hormuz, a crucial oil passageway, potentially leading to oil prices reaching $100 per barrel.

• Historical Market Resilience: Stock markets have historically recovered from geopolitical conflicts, indicating potential resilience in the face of the current situation.

• Stock Market Performance: Remained relatively stable during the initial stages of the Israel-Iran conflict.

• Impact of Geopolitical Events: Historical examples, like the Russia-Ukraine conflict, show that markets can recover from initial shocks.

• Short-Term Industry Effects: Oil and defense stocks saw increases due to potential impacts of the conflict.

• Safe-Haven Asset: Spot gold is near its record high as investors seek safe-haven assets.

• Gold Mining Companies: Newmont, Agnico Eagle, Wheaton Precious Metals, and Barrick Mining.

• Uranium Mining Companies: Cameco, NexGen Energy, Centrus Energy, and Uranium Energy.

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