📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
🍕Monday
Results before the markets open:
Domino's Pizza $DPZ - Results from the world's largest pizza chain will give us a glimpse of how consumer demand and pricing is doing in Q4.
Post-close results:
🏢 Realty Income $O - How is the REIT sector faring as rates are not falling as fast as the market expected?
🎥 Zoom $ZM - Will growth be sustained after the pandemic, or is this platform already in decline?
💊 Hims & Hers Health $HIMS - Expansion in telemedicine, will this company's stock continue to rise? Over the past year, they have notched more than 410 %.
🧠 Tempus AI $TEM - How is this AI company doing in the market?
🏠 Tuesday
Consumer Confidence - A key indicator of household sentiment.
Before the markets open:
Home Depot $HD - How's the demand for renovations?
📊 Wednesday
New Home Sales - An indicator of the strength of the housing market.
🏗️ Before the markets open:
Lowe's $LOW - Results in retail construction.
🚗 Stellantis $STLA - Important developments in the automotive sector.
After the markets close:
🌐Nvidia $NVDA - The main event of the week! AI boom, data centers, gaming - will the meteoric rise continue? 🚀
☁️Salesforce $CRM - Demand for cloud services and AI.
❄️ Snowflake $SNOW - How is cloud analytics doing?
📋 Thursday
Q4 GDP - Growth in the US economy.
Initial jobless claims.
Durable Goods Orders - An important indicator of industrial demand.
✈️ Before the markets open:
Rolls-Royce $RR.L - Developments in the aerospace industry, but also demand for modular reactors.
⛽ PKN Orlen $PKN.WA - Energy and refineries in Europe.
🏦 Bank Pekao $PEO.WA - A look at the situation in the European banking sector.
📺 Warner Bros. Discovery $WBD - Media market and streaming business.
💻 After the markets close:
Dell $DELL - Demand for servers and corporate IT infrastructure.
🖥️ HP $HPQ - PC segment.
🦉 Duolingo $DUOL - What is the growth of online education? How will the company affect "death" mascot?
💰 Friday
Core PCE inflation data - A key indicator for the Fed's interest rate decisions.
🏦 Before the markets open:
Erste Group Bank $EBO.DE - Results from the Austrian banking house that owns Czech Savings Bank here.
📢 The most important questions for the coming week:
Will Nvidia continue its dominance in the AI sector, or has the market overestimated its growth?
How will macro data affect expectations for Fed rate cuts?
🔍 What do you consider the most important event of the week?