Lanceljx
05-01

This scenario can indeed be categorised as a "better than fear" situation. Here's why:


1. Market Expectations vs Results: Companies like Microsoft and Meta surpassing earnings and revenue expectations often ease broader market concerns, particularly in a volatile environment where issues such as tariffs or economic slowdowns are a worry. Strong performances by major players reassure investors that these firms can effectively navigate macroeconomic challenges.



2. Sector Leadership: Microsoft’s robust cloud and enterprise performance, along with Meta’s resurgence in advertising, signal resilience in key growth sectors. This sets a positive tone across industries, boosting confidence in technology and related fields.




Regarding Apple and Amazon:


Apple: Much will depend on iPhone sales, wearables, and subscription services. The market will closely watch whether demand remains strong despite inflationary pressures. Any commentary on supply chain improvements or challenges will also be critical.


Amazon: Investors will focus on trends in e-commerce, AWS growth, and profitability. A slowdown in consumer spending or AWS growth could dampen sentiment, but strong guidance or market share gains may counterbalance concerns.



If Apple and Amazon also deliver strong results, it could bolster market sentiment and potentially trigger a broader rally. However, any disappointment could lead to renewed volatility, as their significance in indices makes them highly influential.


All-Time High vs. 20% Drop: Is Microsoft New Safe Haven Over Apple?
It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.” However, Apple hovers at $200 and loses 20% YTD. In its latest WWDC, Apple delays Siri AI upgrade to Spring 2026. --------- Has the Throne of Stock King Been Taken by Microsoft? One Hits a New High, the Other Drops 20% — Which One Should You Buy Now?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment