Big Tech Names Dominate Earnings Week

Cisco Systems headlines a packed few days of corporate results. The networking giant reports after Wednesday's close. Markets will watch for clues on enterprise AI spending.

Also reporting Tuesday is Super Micro Computer. The AI server maker releases results after market close. SMCI has been a volatile name in 2026. Investors want clarity on margins and order backlogs.

Lumentum Holdings kicks off Tuesday before the open. The optical components firm has direct exposure to AI networking demand. Results could signal broader trends for data centre connectivity.

Cardinal Health reports Tuesday morning. The healthcare distributor has faced pressure on drug distribution margins. Any guidance update will be closely watched.

Wednesday adds Coherent Corp and Trimble to the schedule. Coherent makes components used in AI and telecom infrastructure. Trimble's results will reflect construction and agriculture tech demand.

Thursday closes the week with Applied Materials. The chip equipment giant reports after the bell. AMAT results are a key read-through for semiconductor capital expenditure cycles. Tapestry also reports Thursday morning, giving a window into luxury consumer spending.

No major IPOs are scheduled in the coming seven days.