链研社|AI First🔶💧|Oct 31, 2026 15:08
Next week is another super week for US stock earnings reports, with reports from companies like Apple, AMD, Palantir, Cloudflare, and Shopify already compiled.
Even more crucial are two major macroeconomic events: the US midterm elections on November 3rd and the non-farm payroll report on October 6th.
Pay attention to capital expenditures. Tech company earnings reports and conference calls will guide our investment direction for the next six months. If the market can weather the month following the midterm elections, it's highly likely the market will begin an upward trend.
Since 1946, in the 20 midterm elections followed by 12 months of decline, the S&P 500 has never fallen, with an average increase of 14.8% and a median increase of 14.2%.
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