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 ( ▲ 2.06% ) Verizon and $DPZ ( ▲ 0.24% ) Domino’s Pizza kick off the week… important bellwethers for telecom and consumer spending.
After Close:
$NXPI ( ▼ 1.16% ) 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 ( ▲ 1.58% ) Lockheed Martin and $RTX ( ▼ 0.07% ) Raytheon report, giving us insight into defense spending amid rising geopolitical tension.
$KO ( ▲ 1.62% ) Coca-Cola returns with updates on global consumption trends. Strong international sales are expected to continue as FX headwinds ease.
$GM ( ▲ 0.35% ) General Motors also reports. Watch for EV margins and unit volume guidance, especially in North America.
After Close:
$TXN ( ▼ 0.61% ) Texas Instruments and $ENPH ( ▼ 6.06% ) 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 ( ▼ 0.83% ) Intuitive Surgical, the robotic surgery pioneer, is expected to show double-digit YoY growth with strong international procedure expansion.
$SAP ( ▲ 0.68% ) rounds out the day with enterprise software performance, a key read-through for demand in Europe.
WEDNESDAY: THE MAIN EVENT
Before Open:
$NEE ( ▲ 0.93% ) NextEra Energy and $GEV ( ▼ 0.75% ) GE Vernova both report… major players in the nuclear and renewable energy push.
$T ( ▲ 1.51% ) AT&T and $FI ( ▲ 0.09% ) Fiserv will give a pulse on telecom infrastructure and payment platforms.
After Close: This is the moment everyone’s watching:
$TSLA ( ▼ 1.86% ) 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.
$GOOGL ( ▲ 0.18% ) Alphabet reports alongside. Core search growth is expected to stabilize near 10% YoY, but eyes will be on YouTube monetization, Gemini updates, and cloud growth.
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$IBM ( ▲ 1.37% ) delivers after close… less of a market mover, but useful for legacy enterprise demand.
$NOW ( ▼ 0.13% ) 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 ( ▲ 0.64% ) Blackstone reports, key for understanding real estate trends, credit, and alternative asset flows.
$AAL ( ▼ 1.13% ) American Airlines and $NDAQ ( ▲ 0.29% ) Nasdaq add airline and exchange insights.
$HON ( ▲ 2.67% ) Honeywell speaks to industrial automation and smart infrastructure… watch their guidance closely.
After Close:
$INTC ( ▼ 0.98% ) Intel is the big headline. Expectations are modest, but with Gaudi 3 ramping and foundry commentary on deck, this will shape semi sentiment.
$DECK ( ▲ 3.77% ) Deckers Outdoor closes the day. Expect strength from HOKA and margin expansion commentary.
FRIDAY: WRAPPING IT UP
Before Open:
$HCA ( ▲ 1.42% ) 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!
Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.
