Temporada de Resultados nos EUA: o que esperar de Nvidia, Big Techs e S&P 500 | Expert Drops #72

Earnings season in the United States begins with high expectations for the profits of S&P 500 companies. In this episode of Expert Drops, Rachel de Sá talks with Maria Irene Jordão to analyze what to expect from the earnings reports of Nvidia, Big Tech companies, American banks, and companies linked to artificial intelligence. Understand how investments in AI, capital expenditure growth, demand for semiconductors, and the results of companies like TSMC, ASML, Micron, Microsoft, Google, and Amazon can influence the American stock market. We also discuss why strong numbers don't always trigger a positive reaction in stocks when market expectations are already very high. Preview of the US Q2 2026 earnings season: Optimistic about growth, cautious in their interpretation https://conteudos.xpi.com.br/internac... See other topics in Expert Drops | Impacts of US tariff hikes and opportunities in fixed income https://conteudos.xpi.com.br/conteudo... ----------------------------------------------------------------------------- Investing with XP Investimentos is easy, just create your account and in minutes you can start investing: https://t2m.io/youtube-aqs Follow all XP content at https://t2m.io/8cxPp6x Subscribe to receive our Expert Drops newsletter - https://bit.ly/3uODi6l Follow our WhatsApp channel: https://bit.ly/48njYL6 See the reports also on Facebook: http://facebook.com.br/expertxp2 Join the Telegram channel: https://t.me/xp_investimentos Check out our Instagram:   / expertxp   Financial Glossary: ​​https://conteudos.xpi.com.br/conteudo... ----------------------------------------------------------------------------- #Ibovespa #BrazilianStockExchange #Stocks #Investments #FinancialMarket #XPResearch