📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and industrial segments.
TysonFoods $TSN - How is consumer sentiment on grocery, and how will it impact the outlook?
🏢 Results after the markets close:
Palantir $PLTR - High expectations for AI and defense contracts.
Realty Income $O - The Dividend King among REITs delivers insight on the real estate sector.
🚗 Ford $F - Results for the traditional U.S. automaker in tight times.
🎮 Tuesday
🏎 Results before markets open:
Ferrari $RACE - Luxury brand with a loyal clientele and stable margins.
💻 Results after markets close:
🖥Supermicro $SMCI - Hardware for AI servers, need to watch growth and supply chain capacity.
AMD $AMD - One of the most important companies in the chip business - results can move the entire sector.
Electronic Arts $EA - Gaming industry and content monetization under scrutiny.
🏛 Wednesday
Fed rate decision - Main event of the week. No change likely, but commentary will be key.
🎤 Jerome Powell's press conference - Will he hint at any signals on the outlook for monetary policy?
🎢 Results before markets open:
Disney $DIS - Streaming services, theme parks and future strategies.
Novo Nordisk $NVO - Drug demand developments.
BMW $BMW.DE - How is another European carmaker doing?
🛡 Results after the markets close:
Fortinet $FTNT - Cybersecurity still a priority, watch for revenue and profitability growth.
🔬 Coherent $COHR - Supplier for semiconductors and optoelectronics in a time of technological change.
💾 Arm $ARM - Manufacturer of chip architectures, key to the future of mobile devices and AI.
📉 Thursday
Initial jobless claims - An indicator of labor market strength.
🛍 Results before the markets open:
Shopify $SHOP - E-commerce platform results may indicate strength in consumption.
🎬 Warner Bros. Discovery $WBD - Restructuring the media business and the impact on cash flow.
📊 Post-close results:'
Pinterest $PINS - User base and ad revenue growth.
Coinbase $COIN - Cryptocurrency exchange in an environment of regulation and price volatility.
Monster Beverage $MNST - Consumer habits and growth in the energy drink segment.
🎤 Friday
Speech by Governor Waller (Fed) - Will be interpreted as an addendum to Wednesday's decision.
What events will you be watching in the week ahead?
The rates will remain the same and otherwise I will be interested in $PLTR and $AMD.
I will be following the results of $AMD, $DIS, $NVO and $WBD.
There are a lot of interesting and big companies, but the most important thing will be the Fed's decision.