Tech giants' earnings reports dominate headlines this week—what’s next for AI-driven rotation in U.S. equities? A comprehensive breakdown.

① All three major U.S. stock indices posted losses last week, with the Dow Jones Industrial Average down 0.93%, the S&P 500 declining 1.55%, and the Nasdaq Composite falling 2.9%. This week, the market will see earnings reports from several technology giants, including Alphabet, Tesla, and Intel; ② Analysts stated that AI investments must yield measurable returns, and market focus is shifting from spending to execution.

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Market sentiment may turn nervous, as earnings reports from major U.S. companies could significantly influence market direction.

Outlook for the week of July 20–24: The Nikkei 225 may see nervous trading, as earnings reports from major U.S. companies could sway market sentiment. While there is some expectation that the recent correction in artificial intelligence (AI) and semiconductor-related stocks may have run its course, market direction will likely hinge on earnings results from key U.S. firms such as Alphabet and Intel. If the rebound in AI and semiconductor stocks remains sluggish, investor interest may continue shifting toward relatively resilient sectors such as retail and information services. Additionally, Japan’s consumer price index (CPI), scheduled for release on July 24, could influence expectations regarding a potential rate hike in September.

Fisco JapanJul 19 13:33

A trading range is expected, with continued focus on earnings reports from AI-related stocks.

Outlook for the week of July 20–24: The Dow Jones Industrial Average is expected to trade sideways. With few economic data releases scheduled this week and a blackout period ahead of next week’s Federal Open Market Committee (FOMC) meeting—during which Federal Reserve officials refrain from public commentary—market attention will likely remain focused on earnings reports from artificial intelligence (AI)-related stocks. Geopolitical tensions in the Middle East are unlikely to see rapid near-term improvement, and as earnings season gains momentum, stock-specific trading activity is expected to intensify.

Fisco JapanJul 19 13:32