Apple(US:AAPL) Youtube·2026-01-27 23:00Earnings Season Overview - The current earnings season has seen a more positive sentiment, particularly driven by financials, with significant attention on upcoming big tech earnings from companies like Microsoft, Meta, and Apple [4][5] - The performance and guidance of these major tech companies are crucial as they represent a significant portion of the S&P 500 and NASDAQ [5] Company-Specific Insights - Microsoft: There are concerns regarding capacity constraints and the impact of AI on software. Investors are looking for signs of monetization of new capacity and an increase in backlog figures [6][7] - Meta: The company is exploring subscription business models, but advertising remains the core of its business. Updates on advertising strategies across platforms like WhatsApp and Instagram are anticipated [8] - Apple: General consensus suggests a strong quarter, but there are concerns about guidance due to shifts in memory capacity towards AI, which may affect shipments of its hardware products [9][10] - Eaton: The company is viewed positively due to electrical capacity issues in the U.S. and plans to spin out its vehicle and e-mobility business, which is expected to streamline operations and focus on more profitable segments [11][12] Market Reactions - The healthcare sector, particularly companies like United Health and CVS, is experiencing significant declines (around 10%) due to potential changes in Medicare Advantage rates proposed by the Trump administration. This situation is expected to be a focal point in their upcoming earnings calls [16][17] Other Notable Companies - Coreweave: This company is gaining attention for its positive analyst comments and potential growth in AI and data center sectors, with significant backing from firms like Nvidia [13][14]