--- title: "Wall St Week Ahead-Big tech earnings, US jobs data highlight busy week for markets" description: "A busy week ahead for U.S. markets includes major earnings reports from tech giants like Apple, Microsoft, and Amazon, alongside key economic data such as the monthly jobs report and PCE inflation fig" type: "news" locale: "en" url: "https://longbridge.com/en/news/237711321.md" published_at: "2025-04-27T13:00:00.000Z" --- # Wall St Week Ahead-Big tech earnings, US jobs data highlight busy week for markets > A busy week ahead for U.S. markets includes major earnings reports from tech giants like Apple, Microsoft, and Amazon, alongside key economic data such as the monthly jobs report and PCE inflation figures. Investors are cautious due to ongoing tariff developments, which could impact market volatility. With the S&P 500 showing signs of recovery, earnings are expected to rise by 9.7% year-over-year. However, some companies have lowered profit forecasts, raising concerns about the economic outlook and consumer sentiment. (Repeats column first published on Friday) - Huge week of results, including Apple, Microsoft, Amazon - Monthly jobs data, PCE inflation report also on tap - Tariff developments set to remain in market’s focus By Lewis Krauskopf NEW YORK, April 25 (Reuters) - A packed upcoming week for markets will test a U.S. stocks rebound, with investors focused on a wave of corporate results led by Apple and Microsoft, while the prospect of global trade developments threatens to cause volatility at any time. The monthly U.S. employment report, data on first-quarter U.S. economic growth and an inflation update add to the potential market-sensitive events in the coming week, as investors weigh whether the recent strength suggests the worst of a tariff-induced equities tumble is over. With the S&P 500 (.SPX) on pace for a solid week of gains, the U.S. benchmark index has pared its recent slide by about half but remains down some 10% from its February record high. Sentiment for equities has been lifted this week by signals of easing in the Trump administration’s trade stance, including possible de-escalation with China. But the situation remains fluid and fresh developments on tariffs could undermine the market gains. “There seems to be some potential for compromise on the tariff situation,” which has supported the recent rally, said Michael Mullaney, director of global markets research at Boston Partners. But stocks will remain sensitive to “the news flow that day,” Mullaney said. “If it’s positive on tariffs, the market goes up. If it’s negative on tariffs, the market goes down.” Investors are bracing for more twists and turns on trade after President Donald Trump this month paused many of the heftiest import tariffs on other countries until July. Trump’s pullback came after his April 2 announcement of sweeping levies set off severe stock volatility and rattled the bond market. Tariff uncertainty will be a critical topic for upcoming corporate reports. About 180 S&P 500 companies representing over 40% of the index’s market value are set to post quarterly results in the coming week, according to UBS. Chief among them are Apple (AAPL.O) , Microsoft (MSFT.O) , Amazon (AMZN.O) and Meta Platforms (META.O) , four of the “Magnificent Seven” megacap tech and growth companies whose shares have faltered in 2025 after putting up massive gains the prior two years. With over one-third of S&P 500 companies having reported, profits are on pace to beat expectations for the period. S&P 500 earnings are on pace to have climbed 9.7% in the first quarter from a year ago, up from an estimate of an 8% gain on April 1, according to LSEG IBES. “People were expecting the worst, and that typically happens when markets retrench,” said King Lip, chief strategist at BakerAvenue Wealth Management in San Francisco. “But the numbers really haven’t been that bad.” Still, some companies have pointed to challenges ahead. Consumer staples company Procter & Gamble (PG.N) , soda and snacks company PepsiCo (PEP.O) and medical equipment maker Thermo Fisher (TMO.N) all cut their annual profit forecasts. Investors also will watch the extent to which the new global trade regime is hitting economic data, with broad concerns the new tariffs will drive up prices and slow growth. Data in the coming week includes gross domestic product for the first quarter, and the March reading of the personal consumption expenditures price index, a key inflation reading. The monthly U.S. jobs report, due on May 2, could provide the biggest test for markets. The labor market has demonstrated stability in recent months, and employment is expected to have climbed by 135,000 jobs in April, according to a Reuters poll. But doubts about the economic outlook are being fueled by dour readings in consumer sentiment and other surveys, with investors eager to see if such troubling “soft data” will translate into weakness in reports seen as giving more concrete evidence about the economy. “If the consumer is going to be the engine of ongoing growth in the U.S., it puts the burden of proof onto the jobs report,” said Bob Savage, head of markets macro strategy at BNY. S&P 500 in 2025 ### Related Stocks - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) - [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [TMO.US - Thermo Fisher Scentific](https://longbridge.com/en/quote/TMO.US.md) - [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | OpenAI 新一輪融資或突破千億美元 據報亞馬遜、軟銀、英偉達及微軟參與投資 | OpenAI 即將完成新一輪融資，預計籌集超過 1000 億美元，估值可能超過 8500 億美元。主要投資者包括亞馬遜、軟銀、英偉達和微軟。融資將分階段進行，預計在本年度內完成。亞馬遜可能投資高達 500 億美元，軟銀 300 億美元，英偉 | [Link](https://longbridge.com/en/news/276297991.md) | | “硬件防禦” 對沖 AI 焦慮，蘋果與納指相關性創 20 年新低 | AI 浪潮下，蘋果因未深度捲入軍備競賽，與納指相關性創 20 年新低，成為科技股動盪中的 “避風港”。在 AI 投資回報存疑及軟件業面臨顛覆的焦慮中，蘋果憑藉不易受衝擊的硬件生態逆勢突圍。儘管存在估值偏高及增長放緩壓力，其獨特的 “AI 中 | [Link](https://longbridge.com/en/news/276301841.md) | | 在《搜索派對》引發強烈反響後，Ring 仍然在迴避更重要的問題 | Ring 創始人 Jamie Siminoff 承認其超級碗廣告中使用大規模監控圖像引發的反響，並稱這是一個錯誤。在接受《紐約時報》採訪時，他表示未來的廣告將減少地圖的使用。然而，關於 Ring 的人工智能攝像頭技術作為監控工具的潛在濫用問 | [Link](https://longbridge.com/en/news/276373235.md) | | 機構 “最超配” 閃迪，“最低配” 英偉達 | 據摩根士丹利最新的統計：“機構對美國大型科技股的低配程度是 17 年來最大的” 相比 2025 年 Q4 的標普 500 指數權重，“$NVDA 仍然是機構低配程度最大的大型科技股，其次是蘋果、微軟、亞馬遜和博通，而存儲巨頭閃迪則是 “最超 | [Link](https://longbridge.com/en/news/276289765.md) | | Eagle Capital Management 增持了大量的亞馬遜股份 | Eagle Capital Management，由 Boykin Curry 領導，已顯著增加其在亞馬遜公司（Amazon.com, Inc.）的股份，增持了 199,465 股。儘管亞馬遜的股票近期波動較大，分析師指出第四季度的業績超出 | [Link](https://longbridge.com/en/news/276406745.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.