Big Tech Names Fill a Packed Earnings Week

Three major S&P 500 reports headline the next seven days, with semiconductor and networking giants set to move markets.

Cisco Systems reports after Wednesday's close. The $479 billion networking leader carries a modest short interest of just 1.7% of free float. Investors will focus on AI infrastructure demand and enterprise spending trends.

Applied Materials drops results Thursday after the bell. The $428 billion chip equipment maker is a key read on the health of semiconductor capex cycles. Short interest sits at just 2%.

Wednesday also brings Super Micro Computer, which reports after hours. SMCI stands out — short sellers hold nearly 17% of its free float. That is one of the highest readings among large tech names. Any earnings surprise could trigger sharp moves.

Cardinal Health kicks things off Monday morning with an 8:30am call. Lumentum Holdings and Coherent Corp also report mid-week, adding more signal on optical and photonics demand.

In Europe, Australia's Westpac Banking reports Monday. No IPOs are confirmed in the database for the next seven days.

The week shapes up as a key test for tech hardware sentiment heading into the second half of 2026.