Good — I have solid confirmed US S&P 500 names. Now I have what I need to write the article.
Today (Tuesday, May 12) is relatively quiet for US results. The action heats up from tomorrow.
Cisco reports after the close tomorrow, Wednesday May 13. The networking giant's results will be watched for signs of enterprise IT spending. AI infrastructure demand has been a key talking point in recent quarters. Analysts want to know if orders are accelerating or stalling.
Applied Materials follows on Thursday May 14, also after the close. The semiconductor equipment maker is a bellwether for chipmaker capex. Any guidance shift could move the broader semiconductor sector. Tariff impacts on equipment supply chains will likely dominate the Q&A.
Later in the week, international names dominate. Eiffage and Puig Brands both reported on Tuesday. European construction and luxury goods are in focus as the macro outlook shifts.
No major IPOs are confirmed in the next seven days on current filings.
The week's theme is clear: technology spending and chip demand. Both Cisco and Applied Materials sit at the intersection of AI infrastructure and enterprise budgets. Their guidance will set the tone heading into late May.
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.
