Investing Updates: What to Expect in the Week Ahead (Earnings from Tesla and Netflix; CPI data)

Source:

https://www.moomoo.com/news/post/59920666/what-to-expect-in-the-week-ahead-earnings-from-tesla?level=1&data_ticket=1760929336836044

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The upcoming week will be eventful for markets, with major earnings and key economic data in focus. Tesla, Netflix, General Motors, and Intel headline the corporate earnings lineup. Automakers are expected to report record September EV sales as buyers rushed to benefit from soon-to-expire tax incentives.

General Motors (GM) reports Tuesday and may announce a U.S.-centric supply chain strategy to offset $4–$5 billion in trade-related costs amid U.S. policy shifts. Netflix (NFLX) also reports Tuesday, with revenue projected to surge 17% — its fastest since 2021 — driven by increased engagement, subscriber growth, and higher average revenue per user. Analysts suggest Netflix may lift 2025 guidance thanks to margin improvements.

Tesla (TSLA) will release results Wednesday, with analysts anticipating a strong beat following record deliveries before certain EV tax credits expired. The focus will be on demand for its new lower-priced models, potential supply chain issues tied to China’s rare-earth policies, and updates on its AI and self-driving software developments. Intel (INTC)reports Thursday, with UBS expecting steady PC and server market gains to support a slight upside in fourth-quarter guidance. Investors will also monitor any partnership updates following recent industry investments by Nvidia and SoftBank.

On the macro front, investors await Friday’s U.S. September CPI report, crucial for confirming whether the Federal Reserve will proceed with a likely 25-basis-point rate cut at its October 28–29 meeting. Consensus forecasts show headline CPI rising to 3.1% year-over-year, up from August’s 2.9%, with core CPI steady at 3.1%. Persistent inflation could test market optimism despite expectations of policy easing.