Alphabet Microsoft Amazon earnings headline a week that also carries elections, central bank meetings and Middle East energy risk. Wall Street futures and most of Asia were down slightly, a guarded start to the week.
Why Do Alphabet, Microsoft and Amazon Results Matter for the AI Trade?
Alphabet, Microsoft and Amazon are the hyperscalers reporting this week. Results from Intel and Sandisk could also influence the AI trade.
The hyperscaler numbers will show whether AI spending is still feeding through to revenue. That makes them the first test of the week.
What Are the Consensus Numbers for Microsoft, Amazon and Alphabet?
- Microsoft: US$90.6 billion revenue, adjusted EPS of US$4.73
- Amazon: US$202 billion revenue, EPS around US$1.97
- Alphabet: US$128 billion revenue, EPS of US$3.00
Each company’s actual results will be measured against these consensus figures. The source gives no prior-quarter comparison, so growth rates cannot be checked from this article alone.
How Is Oil at a Mid-2022 High Shaping Central Bank Decisions?
Brent futures jumped over 6% last week to their highest weekly close since mid-2022. Houthi attacks in Saudi Arabia stoked concerns over energy supplies.
Oil has since eased, perhaps in part on reports that Qatari mediators were in Tehran on Sunday. Trump said on Friday the US may carry out another military operation against Iran, while Tehran has threatened reprisals including hitting submarine cables.
Central bankers meeting this week are likely to sound hawkish, even if they do not tighten. Markets are wagering on hikes from the central banks of Canada and New Zealand this week.
Markets assume the US Federal Reserve, Bank of Japan and European Central Bank will stand pat for now.
Are the Brazil and Israel Votes Moving Markets?
A Brazilian ETF traded in Tokyo has shed almost 15%, reversing gains made when Senator Flavio Bolsonaro led in the first round of voting. Bolsonaro later refused to concede defeat and said he would challenge the result. The Brazilian real is yet to trade.
Benjamin Netanyahu’s Likud party is next in Israel. All three right-wing candidates were supported by President Trump, whose party faces its own vote test next week with the midterms.
What Is SK Hynix’s Possible 16 Trillion Won Special Dividend?
SK Hynix and Samsung Electronics both report this week. SK Hynix will announce shareholder return measures on Wednesday.
The move responds to a report that SK Hynix is considering a special dividend of about 16 trillion won (US$12 billion). That figure is the largest payout reference in this week’s source material.
Which Stocks to Monitor on Bursa Malaysia This Week?
The source names no Bursa Malaysia-listed company, so any Malaysian read-across is a watchlist exercise, not a forecast. Investors may want to watch the global AI hardware names that report this week:
- Intel and Sandisk, flagged for their influence on the AI trade
- Samsung Electronics and SK Hynix, both reporting this week
- Brent futures, the energy-cost benchmark tied to central bank tone
Investors who want a structured screen can compare these themes with AI Stock Analysis for Malaysians.
Disclaimer: This article is for information only and is not financial advice. Do your own research before making any investment decision.
Key Takeaways
- Microsoft consensus is US$90.6 billion revenue and adjusted EPS of US$4.73; Amazon is US$202 billion and around US$1.97.
- Alphabet consensus is US$128 billion revenue and EPS of US$3.00.
- Brent futures rose over 6% last week, their highest weekly close since mid-2022.
- Markets are wagering on rate hikes from Canada and New Zealand this week.
- SK Hynix is considering a special dividend of about 16 trillion won (US$12 billion).
Frequently Asked Questions
What is Microsoft’s consensus EPS for this earnings report?
Consensus expects Microsoft to report US$90.6 billion in revenue and adjusted EPS of US$4.73. Those are the figures the actual results will be compared against.
Will central banks raise rates this week?
Markets are wagering on hikes from the central banks of Canada and New Zealand this week. They assume the US Federal Reserve, Bank of Japan and European Central Bank will stand pat for now.
How big is SK Hynix’s possible special dividend?
A report says SK Hynix is considering a special dividend of about 16 trillion won, or US$12 billion. The company will announce its shareholder return measures on Wednesday.
Why did Brent futures jump last week?
Brent futures rose over 6% to their highest weekly close since mid-2022. Houthi attacks in Saudi Arabia stoked concerns over energy supplies.
Source: View Original Article — The content is based on the original publisher. Refer to the original content for accurate info. Contact us for any changes.
Related Articles & Resources
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.
Want to invest in Bursa Malaysia or US markets? Contact Dexter Chia, an AI Driven Remisier who has 2,200+ clients at Malacca Securities Sdn Bhd (M+ Global). M+ Global Invitation Code: UBZQ | WhatsApp: +60169059789 | Why Choose Dexter?
