Applied Materials is the standout confirmed earnings event this week. The chipmaker reports after the close today, Thursday May 14. With a $342bn market cap, it is the largest US company reporting this week. Wall Street will focus on equipment demand signals and any AI-driven capex commentary.
Also reporting today: Brazilian fintech StoneCo drops its numbers. Short interest sits at 7.3% of free float. Any guidance miss could amplify pressure on the stock.
No IPOs are scheduled in the coming seven days based on current filings.
Later in the week, a raft of heavyweight S&P 500 names attend investor conferences rather than reporting fresh results. JPMorgan Chase and Morgan Stanley present today. Microsoft, Micron Technology, and are all on stage at conferences from .
The conference circuit matters. Management comments on tariffs, AI spending, and demand trends can move stocks just as sharply as earnings beats. Watch Intel in particular — it faces continued pressure on margins and market share.
Applied Materials remains the must-watch event. Semiconductor equipment orders are a leading indicator for the chip cycle. A strong print could lift the broader sector into next 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.
