🐺 EARNINGS HEAVYWEIGHTS: TESLA AND GOOGLE

Last week was big... but this one’s even bigger.

We’re staring down the barrel of a high-stakes earnings stretch across tech, defense, EVs, and AI. While we won’t break down every report, here’s a structured look at the most important names and the themes we’re watching… especially around semiconductors, enterprise software, and energy.

MONDAY: SEMIS START ROLLING

Before Open:

• $VZ ( ▼ 0.18% )  Verizon and $DPZ ( ▼ 1.83% )  Domino’s Pizza kick off the week… important bellwethers for telecom and consumer spending.

After Close:

• $NXPI ( ▼ 1.97% )  NXP Semiconductors steps up as our first major semi name this week. It’s a $70B+ company with expectations of $3.0B in revenue and $2.51 EPS this quarter. NXP is heavily tied to the automotive chip space, so pay attention to any read-through on EV and IoT momentum.

TUESDAY: DEFENSE, DRINKS, AND CHIPS

Before Open:

• $LMT ( ▲ 1.49% )  Lockheed Martin and $RTX ( ▲ 2.14% )  Raytheon report, giving us insight into defense spending amid rising geopolitical tension.

• $KO ( ▼ 0.06% )  Coca-Cola returns with updates on global consumption trends. Strong international sales are expected to continue as FX headwinds ease.

• $GM ( ▼ 1.16% )  General Motors also reports. Watch for EV margins and unit volume guidance, especially in North America.

After Close:

• $TXN ( ▼ 0.55% )  Texas Instruments and $ENPH ( ▼ 2.16% )  Enphase Energy lead the way.

  • Enphase is especially noteworthy… after significant policy rollback in California and the Southwest, the company’s solar hardware segment has been under pressure. This is a litmus test for residential solar.

• $ISRG ( ▼ 3.76% )  Intuitive Surgical, the robotic surgery pioneer, is expected to show double-digit YoY growth with strong international procedure expansion.

• $SAP ( ▼ 4.04% ) rounds out the day with enterprise software performance, a key read-through for demand in Europe.

WEDNESDAY: THE MAIN EVENT

Before Open:

• $NEE ( ▲ 1.38% )  NextEra Energy and $GEV ( ▲ 6.25% )  GE Vernova both report… major players in the nuclear and renewable energy push.

• $T ( ▼ 0.75% )  AT&T and $FI ( ▼ 3.13% )  Fiserv will give a pulse on telecom infrastructure and payment platforms.

After Close: This is the moment everyone’s watching:

• $TSLA ( ▲ 0.24% )  Tesla returns to the spotlight as a $1T company again. Analysts expect mixed results… high volumes but margin pressure as the EV price war continues. AI and FSD updates could move the stock.

• $GOOGL ( ▼ 0.19% )  Alphabet reports alongside. Core search growth is expected to stabilize near 10% YoY, but eyes will be on YouTube monetization, Gemini updates, and cloud growth.

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• $IBM ( ▼ 0.86% ) delivers after close… less of a market mover, but useful for legacy enterprise demand.

• $NOW ( ▼ 1.08% )  ServiceNow is a big one. This $150B+ software leader is expected to show AI ACV growth >60% YoY and continued Pro Plus adoption. Execution here matters.

THURSDAY: DIVERSE DATA POINTS

Before Open:

• $BX ( ▲ 2.92% )  Blackstone reports, key for understanding real estate trends, credit, and alternative asset flows.

• $AAL ( ▲ 0.47% )  American Airlines and $NDAQ ( ▼ 0.23% )  Nasdaq add airline and exchange insights.

• $HON ( ▼ 1.17% )  Honeywell speaks to industrial automation and smart infrastructure… watch their guidance closely.

After Close:

• $INTC ( ▲ 1.35% )  Intel is the big headline. Expectations are modest, but with Gaudi 3 ramping and foundry commentary on deck, this will shape semi sentiment.

• $DECK ( ▼ 1.11% )  Deckers Outdoor closes the day. Expect strength from HOKA and margin expansion commentary.

FRIDAY: WRAPPING IT UP

Before Open:

• $HCA ( ▼ 4.61% )  HCA Healthcare delivers healthcare insights as elective procedure volumes recover and wage pressures ease.

This week will be packed… and next week brings even more mega-cap earnings. Stay tuned. We’ll be tracking surprises, revisions, and market reactions in real-time.

Let’s stay sharp.

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Have a profitable week!

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