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A dense lineup of corporate earnings accompanies the macro focus. Key reporters include Oracle, Adobe, Broadcom, Costco, Lululemon, AutoZone, GameStop, AeroVironment, Chewy, Synopsys, and Ciena — offering insights across cloud computing, AI hardware, retail demand, and semiconductor design cycles.
Tuesday features earnings from AutoZone, GameStop, and AeroVironment, shedding light on consumer auto trends, meme-stock retail strategy, and defense-drone momentum. Macro releases include the NFIB Business Optimism Index and the long-delayed JOLTS report, both influential for rate expectations.
Wednesday is the biggest inflection point. Chewy, Oracle, Adobe, and Synopsys headline earnings with heavy emphasis on cloud adoption, AI-driven software, and chip-design demand. Macro catalysts include the Employment Cost Index, the federal budget statement, and most importantly, the FOMC decision (forecast: 3.75%) followed by Chair Powell’s press conference. Markets are primed for volatility, with any dovish signal likely to lift growth and tech sectors.
Thursday brings results from Ciena, Broadcom, Costco, and Lululemon. These will highlight trends in 5G infrastructure, AI accelerators, retail resilience, and global athleisure demand. Jobless claims and the U.S. trade deficit arrive the same morning, providing further context for labor tightness and currency pressures.
Friday lacks major earnings but includes speeches from Fed regional presidents and wholesale inventory data, rounding out a macro-heavy week.
Last week’s market heat list saw strong gains from CoreWeave and Oracle, while Netflix slid on acquisition concerns, underscoring shifting sentiment across tech leaders.








