Apple And Palantir To Kick Off Tech Earnings In Another Crucial Week, AMD To Settle Chip Debate After Intel's Warning

What happened

Apple and Palantir Technologies report earnings on Monday, followed by Advanced Micro Devices and Super Micro Computer on Tuesday, in a key week after sharp selloffs tied to disappointing reports from Alphabet, Intel, and Amazon.

Confirmed

Global impact / market context

Apple's report will show iPhone Duo demand, the holiday quarter forecast, and how surging memory chip prices affect costs. AMD's results will indicate whether Intel's weakness was company-specific or a broader chip market problem, shaping investor positioning across chip stocks.

Analyst inference

After last week's sharp selloff from disappointing Alphabet, Intel, and Amazon reports, investors want clarity on technology demand and costs. Apple's revenue is expected to rise 11% to $113.35 billion, the slowest growth in four quarters, while chip earnings test whether weakness is spreading.

Analyst inference

What to watch

1. Apple's commentary on demand for the newly launched iPhone Duo, its crucial holiday quarter forecast, and how it is navigating surging memory chip prices, which are the prices paid for memory components. Confirmed
2. AMD's results should help determine whether Intel's weakness was company-specific or reflects a broader problem in the chip market. Proposed
3. AMD revenue is expected to rise 42% to $13.01 billion, so any shortfall could reinforce worries that chip demand is weakening beyond Intel. Analyst inference

Evidence

• stocktwits.com