Sony Group (6758) Earnings Dates, Reports & Conference Call

$Nokia Oyj (NOK.US)$I wonder if anyone else this week has had that 'waking from a dream' feeling—as if time has slipped away and suddenly it's already Friday. It’s almost unbelievable that we’ve actually made it to Friday. The major developments during the week largely unfolded as previously anticipated, with the only surprise not materializing being $Apple (AAPL.US)$they didn’t elaborate on their investment in AI infrastructure—just briefly stated they would make necessary investments...
This article was written before Friday’s market open and continued through the current US midday session. I significantly reduced my positions at Thursday’s close and again at today’s open, so I’m not watching the market today—just writing. $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM (KXIAY.US)$Earnings reports seem poised to drag down memory stocks again. My very first long-form post last November explained why the market was severely overreacting after Kioxia’s earnings release. Of course, I exited memory trades very early this year. $Roundhill Memory ETF (DRAM.US)$ ， $Micron Technology (MU.US)$I haven’t participated since it passed 600—neither the sharp rallies nor the steep drops—and I won’t dwell on it much this time.
First, cloud provider earnings, $Alphabet-C (GOOG.US)$ $Microsoft (MSFT.US)$ $Amazon (AMZN.US)$Spending continues to increase on the expenditure side, showing relatively optimistic returns on growth, but it still can’t yet be proven that every dollar spent has already...

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06-08-2026
As mentioned yesterday, $NASDAQ 100 Index (.NDX.US)$Following the weaker-than-expected US July ADP employment data, there was a slight uptick. Just as everyone was watching whether the index could break above 30,000, it peaked at 29,946—barely touching that level—before sharply retreating by 459 points. It remains above the 50- and 60-day moving averages, but market sentiment appears weak: even companies with strong earnings are falling, possibly because investors doubt their profits can be sustained or due to concerns that AI R&D spending is outpacing profits, raising fears of a bubble, cash flow issues, and future fundraising needs, such as $SpaceX (SPCX.US)$(endless AI spending plus today’s lock-up expiration), $Alphabet-A (GOOGL.US)$ (AI-related negative cash flow), $Advanced Micro Devices (AMD.US)$ (concerns over data centers and supply chains), etc., while $SanDisk (SNDK.US)$reported revenue 6% above expectations, exceeding $8.9 billion, and net profit 31% above forecasts at over $1.6 billion, along with announcing a new $14 billion share buyback program. Unfortunately, the market still wasn’t convinced—it initially rose but then gave back 5%, and pre-market trading saw another drop of over 10%, causing volatility across AI-related semiconductor stocks like $Micron Technology (MU.US)$ $Dell Technologies (DELL.US)$and AMD, except for $Broadcom (AVGO.US)$same $NVIDIA (NVDA.US)$Or perhaps the market is placing more emphasis on tomorrow night’s release of July’s non-farm payroll data—will the index test 30,000 again, or...