TSLA
Tesla
-- 421.060 PLTR
Palantir
-- 80.550 NVDA
NVIDIA
-- 134.700 OXY
Occidental Petroleum
-- 47.130 AMD
Advanced Micro Devices
-- 119.210 
US tech mega-caps earnings preview - What's driving the market
Live preview: US tech mega-caps earnings preview - What's driving the market
Oct 30 05:00
US markets trade around record all time highs with the S&P500 up 22% as of Oct 27th this year, highs, thanks to better-than-expected US corporate news and US economic data. But what's ahead? Big tech earnings and the US election and stimulus from two biggest countries, China and the US. ![]()
Tesla shares rose 22%, its biggest gain since May 2013 possibly spurring a rally in the “Magnificent Seven” stocks, which hit a three-month high. If Tesla’s results were something to go by, then you might expect cracking report cards and rallies in Google, Apple, Meta, and Microsoft shares when they report next week. So what can you expect from some of the most influential companies on the stock market? Remembering when they have risen, they usually have bolstered the overall market. But what happens if they disappoint? There is a risk the market could fall.
But the ongoing US earnings season poses risks — any significant misses could trigger market pullbacks. Analysts predict a 4.3% earnings growth for the US market in the third quarter, lower than previous quarters. Investor enthusiasm over AI technology remains high, but doubts about its profitability loom.
Where are the potential investment opportunities? ![]()
Justin Zacks, US VP of strategy at moomoo, and Jessica Amir, market strategist at moomoo Australia, preview earnings for Apple, Microsoft, and Meta, and what their results could mean for you and the market.
They also cover the outlook for gold which Jessica expects to hit new record highs. Plus they cover what you should to know about Nvidia, lithium giant Albemarle, and Bitcoin proxies such as Square and MicroStrategy, as well as US defense giant Lockheed Martin — outlining key drivers for their respective sectors.
Disclaimer:This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Before investing, please consult a licensed professional. See this link for more information.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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102362254 : Question 1 - What are the most effective ways to invest in gold to capitalize on a long-term uptrend?
Question 2 - How are current macroeconomic factors like inflation and interest rates influencing the earnings of tech mega-caps?
Question 3 - How can options strategies be applied to benefit from potential new highs in gold prices?
70972682 : Who is the next AI head , like NVDA Leader the future world.
anchovy3 : A lot of the world feels very turbulent right now, and several US stocks feel like they are trading on emotional predictions of the election rather than underlying economics. Which sectors or stocks can investors look at for reliability in their portfolios in the coming months?
WoWoMoMo : 1. Stock indexes continue to be high. If the performance is not driven by AI, which is significantly higher than in previous years, can technology stocks continue to fluctuate at a high level?
2. Will the Federal Reserve continue to cut interest rates for 25 years, Japan's interest rate hikes, China's interest rate cuts, and exchange rate instability affect the performance of international companies?
Meme_Short_Queen : what do you think the signal the bond market has been sending lately, when will the stock market collapse?
BelleWeather : What is your longterm outlook for gold? Do you view it as safety or speculation?
Should you choose one upcoming of those listed, which do you see overperforming? (I choose META as I think they’ve “won” AI in the near term.)
What options strategies, generally, might you suggest, not on specific tickers. But given conviction and hedging risk, say, into 2026?
Thank you!
doctorpot1 : Goldman forecasts just a 3% S&P 500 annual for the next 10 years. one of the reason is due to frothy valuation, what is your take on this 3% annual return?
mr_cashcow : Are there any sectors that tackles climate change or any sectors that will greatly benefit from the effects of climate change? Since we are seeing record breaking heat around the globe
Dadacai : Hi what are the ways in which we can decide what proportion of the portfolio should be invested in gold? Given gold price has gone up a lot, what should new-to-gold investors consider eg stop losses?
dynamic-stacker : 1. What are the key drivers that could lead to a market pullback if big tech companies like Apple, Microsoft, and Meta disappoint with their earnings reports, and how can investors mitigate these risks?
2. How do you expect the ongoing US earnings season to impact the overall market, given the predicted 4.3% earnings growth, which is lower than previous quarters? Will this have a sector-specific impact or a broader market impact?
3. What are the biggest investment opportunities in the AI technology space, and how can investors balance the enthusiasm for AI with concerns about its profitability? What are the odds of having an impending AI bubble, and is it something to be concerned about?
4. What are the key factors that could drive gold to new record highs, and how can investors position themselves to benefit from this potential upside?
5. How do you expect the US election and stimulus from the US and China to impact the market, particularly in relation to the stocks discussed in the webinar, such as Nvidia, Albemarle, and Bitcoin proxies like Square and MicroStrategy?
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