This week is a super earnings week for US stocks, with Microsoft, Google, and Amazon almost set to influence the entire tech sector's sentiment. You can find their US stock column on Binance Square (@binancezh) here. I'm particularly focused on Microsoft and Google's AI-related capital expenditures and cloud business growth. If both companies provide strong guidance, the market's AI narrative will reignite. Continued significant spending without a clear acceleration in revenue could trigger a short-term decline. Here's a heads-up: MSFT will release its latest earnings report on October 28th. Even if you don't understand the stock market, don't worry, I'll explain three things to help you understand: 1️⃣ Is Microsoft's AI business actually profitable? Microsoft has a key business called Azure. You can think of it as: instead of buying a bunch of servers, companies rent computing power and AI services from Microsoft. Everyone is rushing to develop AI, and Microsoft is investing heavily. But the key question is: with so much investment, are customers willing to continue paying? Can the profits cover the costs? With a growing customer base and continuously increasing revenue, AI is becoming a truly profitable business. 2️⃣ Why might a good earnings report cause a stock price drop? Because the stock market isn't just about how much money a company is currently making; it's also about the market's expectations for its future. For example: The market expected Microsoft to score 100, but it only scored 90. 90 is already excellent, but because it didn't meet expectations, the stock price might still fall. Therefore, a company's profitability doesn't guarantee a rising stock price. The key is whether its performance exceeds market expectations—in other words, whether it has something new to offer the market in the next phase. However, this time I chose Yse. Log in to Binance's "Divine Calculator" to get 100 points. You can use these points to predict the future. The total prize pool is as high as 1 million USDC! 3️⃣ Will Microsoft's earnings report affect US stocks and BTC? Microsoft is a major company in the US tech stock market, and its performance will also affect investor confidence in the AI industry. If Microsoft's performance is strong, it indicates continued robust demand for AI from businesses, potentially driving up other tech stocks and bringing some positive sentiment to Bitcoin. Conversely, if Microsoft invests more and more without a significant increase in profits, investors may become worried, and tech stocks could follow suit and decline. When the market becomes risk-averse, Bitcoin may also be affected. However, it's important to note: a rise in Microsoft's stock price doesn't guarantee a rise in Bitcoin, and a fall in Microsoft's stock price doesn't guarantee a fall in Bitcoin. Bitcoin has its own fund flows and market trends. In this earnings report, I'm mainly looking at two things: ✅ Is Microsoft's AI business becoming increasingly profitable? ✅ With Microsoft spending more and more money on AI, will it be able to recoup its investment in the future? We've heard the AI story a lot already. What the market is really concerned about now is: when will the invested money be recouped? Instead of guessing price movements in advance, it's better to wait for the earnings reports to be released and see the market's actual reaction before judging the next move. However, after such a long period of decline, I personally think that the $480-$500 range might be a good buying opportunity for those who haven't invested heavily in US stocks yet! Binance Square has launched a special section on earnings season, which includes previews of US stock earnings reports, performance analysis, and a summary of market views. The information is centralized and updated promptly, so I recommend checking it out. Also, while you're looking at earnings reports on Binance, don't forget to participate in the Earnings Season Prediction Binance Prediction activity. This is powered by @predictdotfun.