Big Week: Cisco, Applied Materials Report

Today's session brings two immediate results. Simon Property Group releases Q2 2026 numbers after the close. The retail REIT carries a $72bn market cap. Short interest sits at just 3.1% of free float.

Also today, Barrick Mining drops Q2 results before the open, a key read on gold mining margins.

Cardinal Health holds its Q4 2026 earnings call Tuesday morning. The healthcare distributor has drawn fresh attention as drug pricing debates intensify in Washington.

Constellation Software reports Q2 on Tuesday afternoon. The Canadian software acquirer rarely disappoints. Analysts watch its acquisition pace closely.

Wednesday is the biggest day. Cisco Systems reports Q4 2026 after the close. The networking giant carries a $479bn market cap. Short interest is minimal at 1.7% of free float. Investors want clarity on AI infrastructure demand and software subscription growth.

Trimble and Harmonic both hold earnings calls Wednesday.

Thursday ends the week on a high note. Applied Materials releases Q3 2026 results after the close. The chip equipment maker's $428bn valuation makes it one of the week's most-watched reports. Semiconductor equipment demand remains a proxy for the broader AI capex cycle.

No major IPOs are scheduled in the next seven days.