🚨 A mega week for U.S. earnings! Google, Microsoft, and Eli Lilly report—what’s next for BTC and ETH?
🔥 From 10/26 to 10/29, major U.S. companies are set to report earnings!
Corporate profits continue to grow, but AI investment costs and future outlooks are becoming key market concerns!
📊 ① Tech giants: Strong AI growth
🔵 Google (GOOGL)
Revenue: $127.6 billion, up 25% year over year.
Google Cloud revenue: $30.7 billion, up 103% year over year!
🟢 Microsoft (MSFT)
Revenue: $92.3 billion, up 19% year over year.
Non-GAAP EPS: $4.89, up 18% year over year.
💡 AI demand is strong, but whether hefty capital spending can translate into profits remains key!
💻 ② Semiconductors: Demand rebounds
🔹 Texas Instruments (TXN)
Revenue: $6.06 billion, up 28% year over year.
EPS: $2.62.
🏗️ ③ Industrials and infrastructure
🔸 Caterpillar (CAT)
Revenue: $20.7 billion, up 17% year over year.
Adjusted EPS: $7.20.
🔸 Boeing (BA)
Loss per share: $0.26, showing that the industry recovery is uneven.
💊 ④ Healthcare and consumer sectors remain steady
🟢 Eli Lilly (LLY)
Revenue: $24.4 billion, up 39% year over year!
Strong demand for weight-loss drugs; full-year outlook raised.
🥤 Coca-Cola (KO)
Revenue up 7% year over year; EPS: $0.93.
💳 Visa (V)
EPS of about $3.48, beating expectations.
📉 ⑤ What could this mean for BTC and ETH?
🟢 Bullish: Tech stocks strengthen and the Nasdaq rebounds, improving market risk appetite.
🟡 Choppy: Mixed earnings trigger capital rotation, leaving crypto markets range-bound.
🔴 Bearish: Rising concerns over AI costs spark tech stock sell-offs, potentially weighing on BTC and ETH as well.
🎯 My market view
The real focus this earnings season isn’t just how much companies earn, but whether future growth can justify today’s high valuations!
Tech stocks and crypto markets may be influenced by the same investor sentiment, but they don’t always move in sync.
⚠️ Upcoming earnings from Amazon, Intel, and others could still shift market direction.
#股票财报季
🔥 From 10/26 to 10/29, major U.S. companies are set to report earnings!
Corporate profits continue to grow, but AI investment costs and future outlooks are becoming key market concerns!
📊 ① Tech giants: Strong AI growth
🔵 Google (GOOGL)
Revenue: $127.6 billion, up 25% year over year.
Google Cloud revenue: $30.7 billion, up 103% year over year!
🟢 Microsoft (MSFT)
Revenue: $92.3 billion, up 19% year over year.
Non-GAAP EPS: $4.89, up 18% year over year.
💡 AI demand is strong, but whether hefty capital spending can translate into profits remains key!
💻 ② Semiconductors: Demand rebounds
🔹 Texas Instruments (TXN)
Revenue: $6.06 billion, up 28% year over year.
EPS: $2.62.
🏗️ ③ Industrials and infrastructure
🔸 Caterpillar (CAT)
Revenue: $20.7 billion, up 17% year over year.
Adjusted EPS: $7.20.
🔸 Boeing (BA)
Loss per share: $0.26, showing that the industry recovery is uneven.
💊 ④ Healthcare and consumer sectors remain steady
🟢 Eli Lilly (LLY)
Revenue: $24.4 billion, up 39% year over year!
Strong demand for weight-loss drugs; full-year outlook raised.
🥤 Coca-Cola (KO)
Revenue up 7% year over year; EPS: $0.93.
💳 Visa (V)
EPS of about $3.48, beating expectations.
📉 ⑤ What could this mean for BTC and ETH?
🟢 Bullish: Tech stocks strengthen and the Nasdaq rebounds, improving market risk appetite.
🟡 Choppy: Mixed earnings trigger capital rotation, leaving crypto markets range-bound.
🔴 Bearish: Rising concerns over AI costs spark tech stock sell-offs, potentially weighing on BTC and ETH as well.
🎯 My market view
The real focus this earnings season isn’t just how much companies earn, but whether future growth can justify today’s high valuations!
Tech stocks and crypto markets may be influenced by the same investor sentiment, but they don’t always move in sync.
⚠️ Upcoming earnings from Amazon, Intel, and others could still shift market direction.
#股票财报季
