WEEX Labs: This week, the focus of the US stock market is on Q2 earnings reports and Federal Reserve expectations, with relatively limited macro data

This week, the focus of the U.S. stock market will shift to the second-quarter earnings reports of tech giants such as Alphabet, Tesla, and Intel, while also paying attention to leading indicators, initial jobless claims, and PMI preliminary values. The market will primarily examine AI capital expenditures, consumer resilience, and interest rate expectations. Key events include: on Monday, the release of leading indicators and DPZ's earnings report; on Tuesday, attention to earnings reports from GM, SCHW, and others; on Wednesday, GOOGL and TSLA will release their earnings reports; on Thursday, initial jobless claims data will be released, along with INTC's earnings report; on Friday, PMI preliminary values and new home sales data will be announced.

WEEX Labs believes that this week, AI infrastructure, semiconductors, EVs, and the financial sector may become the main directions of market volatility. Investors need to focus on corporate earnings guidance and the signals released by employment data, managing their positions rationally.