Three major tech names hit the earnings calendar this week. The action peaks on Tuesday, September 1st.
DELL reports after the close on Tuesday. Markets will watch closely for AI server demand signals. Dell's infrastructure segment has been a key growth driver. Any weakness there could hit the stock hard.
PANW also reports Tuesday evening. The cybersecurity giant carries a $312 billion market cap. Investors want clarity on its platformisation strategy and annual recurring revenue growth.
Wednesday brings the week's biggest event. AVGO — Broadcom — reports after markets close. The chipmaker's AI custom silicon business has driven massive revenue growth. It is the highest-market-cap name reporting this week at $1.77 trillion.
MDT — Medtronic — reports Tuesday morning. The medical device leader recently flagged improving procedure volumes.
Closing out the week, CIEN and LULU both report Thursday. Ciena gives a read on optical networking demand. Lululemon faces questions about North American consumer spending softness.
BF.A — Brown-Forman — reports Wednesday. Spirits demand trends will be in focus amid ongoing tariff headwinds.
No major IPOs are scheduled for the coming seven days.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
