Boon Yoon Tan @oceantan007: "This week, $AMD $GOOG..."

Malaysia

This week, $AMD (Advanced Micro Devices Inc) $GOOG (Alphabet) $AMZN (Amazon.com Inc) $QCOM (Qualcomm Inc) and $ARM (ARM Holdings PLC) are due to report. Last week we saw Intel’s earnings beat but stock fell because its forward guidance missed expectations and demand concerns hit sentiment. Nvidia, Meta, Microsoft and Apple also reported recently, traders focused not just on beats, but on what guidance says about growth in cloud and AI. So for this week: • AMD: Watch chip sales and outlook vs Intel’s weaker guidance. • Google & Amazon: Investors care about cloud growth , recent reports showed strength there and stocks reacted positively when cloud exceeded forecasts. • Qualcomm & Arm: Mobile/IoT demand and licensing trends matter ,these names tend to move with industry cycles more than one quarter’s beats. If earnings beat but guidance cools, expect mixed stock reactions like we saw with Intel.