Investing Updates: What to Expect in the Week Ahead (Earnings from Zoom, Alibaba,Nio and Dell)

Source:

https://www.moomoo.com/news/post/61919750/what-to-expect-in-the-week-ahead-earnings-from-zoom?futusource=news_hotnews_list&client_hour_clock=24&main_broker=WwoJMTAwOApdCg==&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&level=2&global_content=%7B%22promote_content%22:%22mm:post:61919750%22,%22invite%22:103096561%7D&data_ticket=1763340434383708&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=61919750

ChatGPT:

The week ahead features a dense lineup of major earnings and key macro data, with markets still navigating elevated volatility. All three major U.S. indices remain negative for November, and the sudden cancellation of October CPI and GDP reports—due to the recent government shutdown—has left traders unusually “data-blind.” As a result, markets will rely heavily on PPI, PCE, jobless claims, retail sales, and high-frequency indicators to assess inflation and growth momentum.

Several high-profile companies are set to report. On Monday, Zoom will release Q3 FY2026 numbers, with expectations for modest revenue growth and steady margins as AI features and enterprise clients become increasingly important. Symbotic will also report, and investors will watch for new automation contracts and margin guidance.

Tuesday brings earnings from Alibaba, NIO, and Pony.ai. Alibaba is under scrutiny for cloud growth, international commerce, and capital spending, while NIO faces pressure to clarify delivery trends, profitability plans, and pricing strategy amid China’s EV price war. Pony.ai is expected to update its robotaxi commercialisation progress. After the close, Dell, Zscaler, and HP Inc. will report, providing insight into AI server demand, cybersecurity budgets, and corporate hardware spending.

On Wednesday, Deere and Li Auto report, serving as indicators of global industrial capex and China’s EV competitiveness. Key data releases include durable goods orders, the PCE inflation index, and FOMC minutes, which may offer clues on potential December rate cuts.

Markets closed last week lower, with notable stock moves: Alphabet surged on its Gemini 3 AI release, while Nvidia, AMD, and Circle fell on profit-taking, valuation concerns, and interest-rate sensitivity despite strong underlying fundamentals.