Big Tech Earnings Dominate the Week

ORCL kicks off a busy week for corporate results. The $609 billion cloud giant reports Q4 2026 results today, after the close. Short sellers hold a modest 2.1% of free float — a vote of confidence from the bears-in-abstention crowd.

Tomorrow brings a double bill. ADBE reports Q2 2026 results after the close on Wednesday. The $99 billion software group carries a slightly higher short interest of 4.8% of free float. Adobe faces questions about AI-driven competition, making this one of the week's most watched prints.

Also on Wednesday, homebuilder LEN drops Q2 numbers. Housing data has been mixed. Investors will watch closely for margin commentary.

Luxury home furnishings name RH reports the same day. The brand is sensitive to high-end consumer spending trends. Its results often signal broader luxury appetite.

Earlier today, CASY and CBRL released Q4 and Q3 results respectively — both consumer-facing names that offer a ground-level read on US spending.

Across the Atlantic, BT.A reports full-year 2026 results Wednesday morning. The UK telecoms group is navigating a major network investment cycle.

No significant IPOs are scheduled in the next seven days.