This week's US stock earnings calendar is delivered~

This week is not a traditional "big earnings week"; only two companies are worth noting: Accenture and Jabil.
But what is truly important this week is not the earnings reports, but the market's first real insight into how Kevin Warsh defines: AI, interest rate cuts, and the US economy. The rate decision itself is almost a foregone conclusion—whether to raise or not.
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1. Attitude Toward Rate Cuts
The market generally believes Warsh is more supportive of rate cuts than Powell, especially as the US and Iran just announced a ceasefire. Whether his stance aligns with market expectations is very critical. If it does, there could be multiple rate cuts this year, boosting investor sentiment in tech stocks and the crypto market.
2. Views on AI
Warsh has repeatedly mentioned: "AI will become an important deflationary force, increasing productivity and enhancing US competitiveness."
As a result, the market labels him as an "AI optimist."
From a macro perspective, if AI significantly boosts productivity, it can serve as a deflationary force—more labor output with the same capital efficiency, meaning economic growth may not necessarily come with equivalent inflationary pressure.
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3. AI Validation for Accenture and Jabil
Accenture: As a consulting firm, it is shifting toward helping companies implement AI. The market views it as an observation window into corporate AI applications. The key factor determining whether AI can expand is whether companies are willing to spend money on it. If earnings calls reveal growth in AI orders and optimistic budgets, it indicates AI spending is spreading into application layers.
Jabil: An important participant in the AI server supply chain. Monitoring its server demand can help gauge the direction of AI capital expenditure cycles. If demand is strong, confidence in AI infrastructure investment will continue to hold.
I will provide further details after this week's earnings reports are released.
Above