The second-quarter earnings season enters its most intense phase next week, with data providers tracking more than 3,500 companies worldwide—about one-third of the firms that will report this quarter—set to disclose results between 4 and 8 August. The lineup includes 1,317 U.S.-listed companies, making it the busiest five-day stretch of the period. Among the highest-profile releases are Palantir Technologies, Advanced Micro Devices, Eli Lilly, Walt Disney, Uber Technologies, MercadoLibre, Super Micro Computer and McDonald’s. Options pricing suggests sharp swings: Palantir’s contracts are implying a 12.1 percent move in either direction, AMD 9.0 percent and Disney 6.3 percent, according to market-makers’ calculations. Investors will also scrutinize reports from Caterpillar, Pfizer, Shopify, DraftKings and Snap as they gauge the health of industrial demand, drug pricing, consumer spending and digital advertising. The breadth of sectors represented means the results could influence sentiment across equity markets and set the tone for the remainder of the summer. The deluge of numbers will largely wrap up the June-quarter reporting cycle ahead of Nvidia’s widely anticipated update on 27 August, which is expected to draw renewed focus to artificial-intelligence hardware demand.
Big week ahead for tech and my portfolio ❤️ as well. Let’s rip… $PLTR $HIMS $LSCC $AMD $SMCI $ANET $OSCR $IONQ $DKNG $APP $PINS https://t.co/c66v4qTfvu
$PLTR Goes _____ after Earnings on Monday
What are you watching this week? • Monday: $PLTR $MELI $HIMS $AXON • Tuesday: $CPNG $TOST $PFE $ANET $SNAP • Wednesday: $DIS $UBER $SHOP $MCD $NVO $APP $DUOL $FTNT $DKNG • Thursday: $TTD $XYZ $TEAM $CELH $LLY $SONY $TTWO $TWLO $WBD All visualized in our newsletter. https://t.co/uX5c3nsohV