🔥 Big Tech Earnings This Week: Bullish or Bearish? Show Your Hand!

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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings

Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!

🌍 Monday — Macro Economy

U.S. stocks declined in a volatile, holiday-shortened week. The S&P MidCap 400 fell the most (-0.55%), followed by the Dow (-0.53%) and S&P 500 (-0.35%). Early sell-off due to renewed trade war fears reversed after President Trump softened his stance on Greenland-related tariffs.

Economic data was mixed: Q3 GDP growth was revised up to 4.4%, while November core PCE inflation remained elevated at 2.8% year over year. Jobless claims stayed low, and consumer sentiment improved in January but remained weak year over year. Business activity growth edged higher.

Corporate bonds outperformed Treasuries amid improving macroeconomic sentiment, while muni bonds lagged amid rate volatility.

The week ahead: January26-30

📌【Today’s Question】

This week's major tech earnings reports are coming up. Which company's earnings report are you most optimistic about? Share your thoughts in the comments!

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# 💰Stocks to watch today?(30 Jan)

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  • Analysts are largely bullish on Apple, anticipating a "beat-and-raise" quarter driven by resilient iPhone demand and expanding services revenue. Profit estimates have been revised upward 21 times in recent weeks, reflecting growing optimism.
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  • Khikho
    ·01-26
    在宏观经济情绪改善的情况下,公司债券的表现优于美国国债,而市政债券则在利率波动的情况下表现落后。
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  • L.Lim
    ·01-26
    Gold still going up, even when Greenland is less of a sticking point now, simply because trump keeps going on with other issues.
    It is getting out of control... now 5000 seems like an afterthought
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  • 北极篂
    ·01-26
    周三晚上的 Meta、微软当然重要,但预期已经很高,稍有“不够好”,股价就容易被兑现。反倒是**“不性感但确定”**的公司,更可能在利率维持高位的背景下跑赢。
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  • 北极篂
    ·01-26
    我的策略也很简单:不抢财报前方向,等结果落地再顺势跟。在一个宏观不再恶化、但也不宽松的阶段,活下来的往往不是最耀眼的,而是最稳的。
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  • Shyon
    ·01-26
    My stock in focus today is $ST Engineering(S63.SI)$ after news that its Commercial Aerospace business secured a five-year nacelle MRO agreement with LOT Polish Airlines for 15 Boeing 787 Dreamliners. While not a headline-grabbing mega deal, the contract’s length and fleet coverage provide solid earnings visibility.

    What’s more interesting is the predictive maintenance and structured refurbishment programme. This shifts nacelle support from reactive fixes to data-driven lifecycle planning, which typically leads to higher switching costs, stickier customer relationships, and better margin stability over time.

    From an investment perspective, this reinforces S63’s strength in recurring aerospace services revenue, particularly on long-life wide-body platforms like the B787. It may not be a short-term catalyst, but it fits well into the steady, compounding growth story that long-term investors tend to appreciate.

    @TigerStars @Tiger_comments @TigerClub @Daily_Discussion

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  • Mrzorro
    ·01-26
    TOP
    In overnight trading, rare-earth stocks rise, with $USA Rare Earth Inc.(USAR)$ up nearly 20% after the Financial Times reported that the US would invest $1.6 billion in USA Rare Earth. $Critical Metals (CRML.US)$ gains more than 4%, while $MP Materials Corp.(MP)$ and $Energy Fuels (UUUU.US)$ rise over 2%.
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  • highhand
    ·01-26
    bullishfor meta and msft. even bad news make it drop, these are darlings of big tech. get them at discount now. both forward PE under 30
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  • TimothyX
    ·01-26
    美國股市在動盪、假期縮短的一週中下跌。標準普爾中型股400指數跌幅最大(-0.55%),其次是道瓊斯指數(-0.53%)和標普500指數(-0.35%)。特朗普總統軟化了對格陵蘭島相關關稅的立場後,因貿易戰擔憂重新爆發而導致的早期拋售有所逆轉。

    經濟數據好壞參半:第三季度GDP增速上調至4.4%,而11月核心PCE通脹率同比仍高達2.8%。1月份初請失業金人數保持在低位,消費者信心有所改善,但同比仍然疲軟。商業活動增長小幅走高。

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  • Cadi Poon
    ·01-26
    經濟數據好壞參半:第三季度GDP增速上調至4.4%,而11月核心PCE通脹率同比仍高達2.8%。1月份初請失業金人數保持在低位,消費者信心有所改善,但同比仍然疲軟。商業活動增長小幅走高。
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  • 北极篂
    ·01-26
    在周二、周三的财报里,我更关注 UnitedHealth 和 Texas Instruments。前者是典型的防御型巨头,医疗需求不随利率波动,任何成本控制或指引稳定,都会在这种环境下被市场重新定价;后者作为模拟芯片代表,如果管理层确认库存已接近底部,往往比数据本身更有意义。
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  • 北极篂
    ·01-26
    The current sentiment in the market is very contradictory: on the one hand, GDP is revised upward, employment is stable, and consumer confidence is picking up; On the other hand, core inflation remains stuck and interest rates remain high. The FOMC is likely to stand still, but it means "no new stimulus", which is not friendly to stocks driven purely by stories. What is really popular may be companies with clear cash flow and less sensitivity to the economic cycle.
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  • ECLC
    ·01-27
    Not going to bet on big tech with potential big price swing. Market worries or fears linger while gold surges upwards.
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