Good data. Now I have a solid picture. Key confirmed US earnings: Cisco (May 13, $381B), STERIS (May 11, $20B), Millicom (May 12), Nova Ltd (May 14), Amdocs (May 13). No IPOs in the next 7 days. Let me also check European results for confirmed earnings events.

The European data returned many events — I'll filter for confirmed "Earnings" type events from high-cap European names: Thales (May 11, €55B), Hannover Rück (May 11), K+S (May 11), Salvatore Ferragamo (May 11), REN (May 11).

Big Week: Cisco Leads Earnings Rush

Cisco Systems dominates this week's earnings calendar. The $381 billion networking giant reports on Wednesday, May 13 after the close. Investors will watch closely for AI infrastructure demand signals and any guidance on enterprise spending.

Monday/Tuesday kicks off with STERIS ($20B med-tech) reporting Sunday evening into Monday. iHeartMedia and Harmonic both drop results on Monday, May 11.

Tuesday, May 12 brings Millicom International ($13.5B telecom) and Kopin Corporation to the fore. Sleep Number also holds its earnings call Tuesday morning.

In Europe, defence giant Thales ($55B) and reinsurer Hannover Rück ($35B) both report on Monday. German fertiliser firm K+S also steps up Monday. Italian fashion house Salvatore Ferragamo rounds out the European slate.

Thursday, May 14 closes the week with Nova Ltd ($16.5B semiconductor metrology) reporting before the bell. The Israel-based chip tools firm is one to watch amid ongoing semiconductor supply chain scrutiny.

No significant IPOs are scheduled in the next seven days.