Q2 earnings season accelerates this week with a heavy slate of financial names. BAC, JNJ, and BNY report Tuesday. WFC enters its print with peers already rising and options volatility near multi-month lows — a calm setup heading into numbers. Wednesday is the biggest day. NFLX reports after the close, with ad-tier revenue the key watch. UNH holds its earnings call the same morning. Street targets sit above current prices, but cost pressures remain the central concern for the managed-care giant.
Short sellers are not waiting for results. CRWV short interest jumped to 33.1% of free float — up 4.8 percentage points in a week. Bears are questioning AI infrastructure valuations ahead of Q2. is close behind at 74.8% SI % FF. remains the extreme case, with short interest exceeding 100% of free float and zero shares available to borrow.
Analysts raised targets on TRGP and MPC Friday. Energy names are catching a tailwind. By contrast, DAL and PFE both saw consensus targets trimmed.
Nordic markets have their own earnings test this week. Avanza Bank and Nordea Bank report mid-week. Swedish industrial AAK also drops results. ABB reports H1 numbers Thursday. European financials are being watched for clues on rate sensitivity as the ECB holds course.
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