Cars, Chips, and Chemicals: The Week Ahead

Tesla kicks off the week's biggest earnings today, reporting Q3 2026 results. German car registrations, a dataset that leads Tesla's revenue by 43 days, are running 269% above the same quarter last year. That is a striking tailwind heading into the print.

Tomorrow brings Renault and Roper Technologies. Roper holds its Q3 earnings call Wednesday morning. Renault faces a mixed picture: Austrian car data, which leads its revenue by 32 days, is up 6% year-on-year, while Dutch registrations are down 19%.

Thursday sees Volvo Car and Maruti Suzuki report. Finnish car data, a moderate-fit lead for Volvo's revenue, is running 9% below last year. Indian registrations, leading Maruti's revenue by 58 days, are up 31%.

Lam Research reports Q1 2027 results today after market close. Semiconductor equipment stocks have been closely watched after Taiwan's September export orders surged 69% year-on-year, the strongest reading in recent history.

Later in the week, Cadence Design Systems and Celestica report on Sunday. Coca-Cola, Centene and S&P Global are all due Monday. No IPOs are scheduled in the coming seven days.