Oracle and Adobe headline a busy week for earnings. Both report after the close — Oracle on Tuesday, Adobe on Wednesday.
Oracle drops Q4 2026 results on June 10. Cloud growth and AI infrastructure spending are the key watch items. The stock has rallied strongly in 2026 on data centre demand.
Adobe follows on June 11 with Q2 numbers. Investors want clarity on AI product monetisation. Competition from generative image tools remains a pressure point.
Also on Wednesday, Lennar reports Q2 homebuilder results. Housing affordability and mortgage rates remain headwinds. The read-through for the broader housing market will be closely watched.
Vail Resorts kicks off the mid-week slate on Sunday with Q3 numbers. A weak ski season has weighed on the stock.
On the consumer side, Campbell's and J.M. Smucker both post pre-recorded calls mid-week. Grocery inflation trends and private-label competition are the main themes.
ABM Industries and G-III Apparel hold calls today. No major IPOs are scheduled this week. The Oracle and Adobe prints will set the tone for tech sentiment heading into mid-June.
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