Now I have a solid picture of the week. Let me compile the key confirmed earnings events across the week.
Today brings a packed slate. McDonald's reports at the open. Investors want to see if consumer spending held up. Gilead Sciences and Airbnb both report after the close tonight — two very different reads on health and travel demand.
Datadog also reports today. Cloud spending has been under the microscope all season. Its results will set the tone for software peers.
Howmet Aerospace and Vistra Corp both post numbers this afternoon. Howmet is a key aerospace supply chain name. Vistra is watched closely for power grid demand signals tied to AI data centres.
Later in the week, the calendar stays busy. Walt Disney reports Wednesday. Streaming subscriber growth and theme park revenue will dominate the call. Uber Technologies also reports mid-week. Ride volumes and driver costs remain the key metrics.
On Thursday, Applied Materials reports. Chip equipment demand is a leading indicator for the broader semiconductor cycle. Any guidance cut would ripple across the sector.
In Europe, Enel reported today. The Italian utility is one of Europe's largest by market cap at $115bn.
No major IPOs are scheduled in the next seven days per available data. The earnings calendar alone gives markets plenty to absorb this week.
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.
