Big Tech Earnings Dominate the Week

Vail Resorts kicks off the week today with its Q3 2026 earnings call. The ski resort operator has faced pressure from variable snowfall across US resorts.

Tomorrow, Casey's General Stores and Cracker Barrel both release quarterly results. Casey's has expanded aggressively beyond its Midwest base. Cracker Barrel faces ongoing scrutiny over its turnaround strategy.

Wednesday brings Oracle Q4 results after the close. Oracle is one of the week's most-watched names. Its cloud infrastructure business has benefited from AI demand. Analysts will focus on remaining performance obligations — a key forward revenue signal. Oxford Industries also reports Wednesday.

Thursday is the busiest day. Adobe reports Q2 results. Adobe's AI product integrations across Creative Cloud are in focus. Revenue growth guidance will be closely watched. Lennar reports Q2 homebuilder results the same day. Mortgage rate trends will shape its outlook. Furniture retailer RH also reports Thursday.

No significant IPOs are scheduled in the next seven days.

The week's clear highlight is Oracle and Adobe back-to-back. Both sit at the intersection of enterprise software and AI adoption. Their guidance will set the tone for the broader tech sector into July.