Earnings Season Heats Up This Week

A packed week of results kicks off today, with auto, tech and pharma names all reporting. There are no IPOs on the calendar for the next seven days.

PLTR reports Q3 after the close on Monday. The AI data company has been one of 2026's standout performers. RACE posts Q3 numbers on Monday too, before European markets open. ORTEX alternative data shows Austrian car registrations running 75% below year-ago levels. That data leads Ferrari revenue by 22 days, a weak but notable signal heading into the print.

Tuesday brings AMGN and ANET. Arista Networks has benefited from rising data centre spending. SHOP reports Wednesday morning, a closely watched read on e-commerce health.

Wednesday also sees UBER and QCOM. Qualcomm's fiscal Q4 will test whether smartphone demand is holding.

MELI reports Q3 Wednesday after the close. Thursday brings LYFT and PSNY. Polestar's Dutch registration data leads its revenue by 60 days with a strong fit, and is running 37% below year-ago levels. MRNA rounds out the week Thursday morning. ORTEX Index Rebalance Radar has Moderna as the frontrunner for MSCI World addition, at 88% probability, with $5.9 billion of potential tracker inflows.