---
title: "If US stocks' earnings can't keep up, only sentiment remains...Next, except for Dazi, every quarterl"
description: "If US stocks' earnings can't keep up, only sentiment remains...Next, except for Dazi, every quarterly report will likely be a blowout!Microsoft's earnings report today is already very impressive! 3% b"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/35791499.md"
published_at: "2025-10-30T12:28:09.000Z"
author: "[AngerBird](https://longbridge.com/en/profiles/13017810)"
---

# If US stocks' earnings can't keep up, only sentiment remains...Next, except for Dazi, every quarterl

If US stocks' earnings can't keep up, only sentiment remains...

Next, except for Dazi, every quarterly report will likely be a blowout!

Microsoft's earnings report today is already very impressive! 3% below expectations! (Expected cloud growth 40%, actual 37%). Institutions have ultra-high expectations for AI, which will be the main theme going forward!

Also, any slight disturbance triggers a sharp drop... Risks were already flagged earlier. Don't expect too much from value stocks in the short term—treat them as a safe haven and lay low for now...

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- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.