📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel speculation of Fed rate cuts.
🏭 Corporate results before the markets open:
Super Micro $SMCI - Growing demand for AI servers may yield interesting numbers. Will this company return to the top again?
Tyson Foods $TSN - Shows how the food sector is faring in times of inflation.
📡 Company results after the markets close:
Palantir $PLTR - Will Palantir continue its beauty ride?
Tuesday:
📈 JOLTS (US job openings) - An important indicator of labor market strength that may influence Fed rate expectations.
💳 Company results before the markets open:
PayPal $PYPL - Investors are watching deal growth and the effect of restructuring.
Pfizer $PFE - Important numbers in the pharmaceutical industry.
PepsiCo $PEP - Results will indicate how inflation affects consumer behavior.
Spotify $SPOT - Growth in paid users and monetization of content will be important.
Ferrari $RACE - The luxury sector continues to thrive, how will the maker of these sports cars fare?
💻 Company results after the markets close:
Alphabet $GOOG - I'll be keeping an eye on the latest on Google Cloud and ad revenue.
AMD $AMD - How will AMD be able to fight back against strong competition?
Wednesday:
🛎️ ISM Services PMI - A key indicator for the US economy as services make up the majority of GDP.
🎢 Corporate results before the markets open:
Disney $DIS - Disney+ results and entertainment segment performance will be critical.
Alibaba $BABA - Important numbers for this Chinese technology company
Uber $UBER - Investors are watching the growth of mobility and delivery services.
🔬 C ompany results after the markets close:
Coherent $COHR - A major player in semiconductors, important to the tech sector.
ARM $ARM - What will be the demand for this company's technology, and what plans will they present us with?
Qualcomm $QCOM - Key player in mobile chips.
Ford $F - Electromobility and margins will be key drivers of results.
Thursday:
📉 Initial Jobless Claims - An indicator of labor market strength that will influence sentiment in the markets.
🏦 Company results before the markets open:
Commercial Bank $KOMB.PR - Komerčka reveals how the Czech banking sector is doing.
Eli Lilly $LLY - The boom in the weight loss drugs segment will be key.
Philip Morris $PM - Results will show how smokeless products are doing.
📦 Company results after the markets close:
Amazon $AMZN - Strong performance expected from AWS cloud and e-commerce division.
Fortinet $FTNT - Cybersecurity growth will play a major role.
Friday:
📊 U.S. Employment Report - Key macroeconomic report of the week that may influence market expectations for Fed policy.
📉 Consumer Sentiment - An indicator of whether households plan to spend or save.
What are you watching most? What stocks are on your watchlist?
There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
Super souhr, dikes. 👍 The results will be interesting yes, how much will the tech companies keep the outlook but I guess the most I'm watching now is what all Trump's tariffs will do. 🤷♂️
I will definitely be interested in the results of $PLTR, $GOOG and $AMD.