Before we dive in, here’s what’s driving sentiment: big retail holdings take stage, U.S.-China headlines are easing, and other earnings this week.
Robinhood & Palantir Earnings
Both Robinhood Markets, Inc. ($HOOD) and Palantir Technologies Inc. ($PLTR) head into earnings with strong YTD momentum… HOOD up 263% and PLTR up 193%. HOOD is expected to show high transaction volume and ad-tech momentum driving revenue growth.
Palantir is forecast to report a revenue jump of ~50% YoY (~$1.09B) for Q3, with earnings growth also expected. With a big move coming this week, volume is going to build up on LeverageShares 2x PLTR ETF $PLTG ( ▲ 6.05% ). You can read more about their ETF on their prospectus.
High expectations mean risk is elevated: a miss could provoke sharp reversals, while a beat might push gains further.
Trump-China deal details
The U.S. and China reached a new deal in Busan during the Donald Trump-Xi Jinping meeting, including cutting tariffs on Chinese goods from 57% to 47%, pausing China’s rare-earth export controls for one year, and resuming U.S. agricultural exports like soybeans.
This move eases trade war pressure and could improve supply-chain clarity for tech and manufacturing sectors… a positive backdrop for risk assets overall.
Earnings calendar heating up
Here’s a summary of upcoming companies reporting:
Monday
PM: CIFR
AH: HIMS, Palantir ($PLTR)
Tuesday
PM: HUT, SHOP, UBER, SPOT
AH: ALAB, MARA, AMD, ANET
Wednesday
PM: U, LMND, MCD
AH: APP, Robinhood ($HOOD), QCOM, ARM, FTNT
Thursday
PM: DDOG, VST
AH: TTD, IREN
Friday
PM: CEG, KKR, BAM
With so many reports ahead, the market is increasingly looking for earnings broadening beyond the big names… and these companies will test whether momentum holds.
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Have a profitable week!
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