Hua Er Jie Jian Wen·2025-10-27 03:12Group 1 - The upcoming week is termed "Super Week" for the US tech industry, with major companies like Microsoft, Google, Meta, Apple, and Amazon set to release earnings reports, while Nvidia will hold its GTC conference [1][4] - Market sentiment is highly optimistic, with Goldman Sachs trader John Flood noting that the current sentiment and positioning around large tech earnings is the most favorable seen in a long time, anticipating a potential rise in tech-led indices if earnings meet expectations [1][6] Group 2 - Key focus points for the earnings season include cloud growth and AI spending, with Google Cloud and Microsoft Azure showing over 30% growth, while Amazon AWS lags at 18%, raising concerns among shareholders [2] - Capital expenditure will be a crucial indicator of the tech giants' ambitions in AI, with particular attention on Microsoft, Google, Amazon, and Meta's investments in data centers and AI infrastructure [2] - Analyst expectations for the performance of tech giants are notably high, as indicated by S&P Global Market Intelligence [3] Group 3 - Earnings expectations for major companies are as follows: Apple is projected to report $102.088 billion in revenue (up 7.5%) and $1.76 EPS (up 81%); Microsoft is expected to report $75.387 billion in revenue (up 14.9%) and $3.66 EPS (up 10.9%); Alphabet is projected to report $100.11 billion in revenue (up 13.4%) and $2.27 EPS (up 7%); Meta is expected to report $49.388 billion in revenue (up 21.7%) and $6.72 EPS (up 11.4%); Amazon is projected to report $177.7 billion in revenue (up 11.8%) and $1.56 EPS (up 9%) [5] Group 4 - The GTC conference by Nvidia is anticipated to reignite market enthusiasm for AI, with CEO Jensen Huang's keynote expected to highlight the latest trends and technologies in the AI ecosystem [4]