As the U.S. Super Earnings Week kicks off, Taiwan's investor briefings are also taking place intensively. (Image courtesy of media sources) Google and Alphabet reported their Q1 2025 earnings, with both revenue and profits falling short of Wall Street expectations, leading to a rise in stock prices on the 25th. The market looks forward to stimulating moves from tech giants META, Microsoft, Apple, and Amazon, which will report on May 1 and 2.

According to UBS, over 180 companies making up more than 40% of the S&P 500 market capitalization will release their earnings next week, with Apple's, Microsoft's, Meta's, and Amazon's stocks being particularly noteworthy. Among the companies holding investor briefings before the end of April are MediaTek, Delta Electronics, Realtek, Lite-On, AUO, Advantech, LianYa, WinBond, Advantech-KY, Powerchip, Cheung Kong Photoelectric, and others in the tech sector.

As May approaches, companies like Liyuan, Phison, Chunghwa Telecom, Wistron, Hiwin, Dainippon Screen, Tianyu, Qisda, and Winbond will also sequentially release their reports, with more announcements expected. Allianz's Taiwan stock team indicated that since April, uncertainty has been prevalent due to fluctuating tariffs and Trump's remarks, worsening economic and industry outlooks; however, recent signs of a shift in Trump's attitude have benefited market sentiment.