This week's earnings season begins against a far more challenging backdrop than investors expected just days ago. While SK Hynix's record US debut highlights the market's relentless appetite for AI, the sharp swings in memory chip stocks are a reminder that semiconductor cycles have not disappeared. Attention now turns to major US banks, ASML and TSMC, where strong earnings are widely expected—but will they be enough to satisfy investors?
At the same time, renewed Middle East tensions are driving oil prices and bond yields higher, raising fresh inflation concerns just as markets await the latest US CPI figures and Federal Reserve Chair Kevin Warsh's semi-annual testimony. With expectations already priced for perfection, this reporting season could be defined less by the earnings themselves than by how investors react to them.
Watch the full episode to find out more!
Intro0:50 SK Hynix up and down!
3:32 Earnings season kicks off with high expectations
6:52 Middle East tensions weigh on appetite









