Investing Updates: What to Expect in the Week Ahead (Earnings from Marvell and Salesforce; ADP, Core PCE and Initial Jobless Claims)

Source:

https://www.moomoo.com/community/feed/what-to-expect-in-the-week-ahead-earnings-from-marvell-115637666643974

ChatGPT:

This week’s U.S. market outlook is driven by key economic data and major corporate earnings, as investors evaluate the likelihood of a Federal Reserve rate cut in December. With October CPI and GDP data unavailable due to the government shutdown, markets will lean heavily on ISM manufacturing and services surveys, ADP private-sector payrolls, and the September Core PCE report to gauge inflation and labor-market strength. These indicators will shape expectations around how tariffs and softer economic conditions may influence Fed policy.

Corporate earnings will also be in focus, especially from cloud software, cybersecurity, semiconductors, and retail. MongoDB and Credo Technology kick off the week on Monday, offering insights into AI-driven database adoption and demand for 5G/AI networking modules. On Tuesday, CrowdStrike and Marvell Technology report post-market, with investors watching cybersecurity spending trends and AI server interconnect demand.

Mid-week, Macy’s, Salesforce, and Snowflake will provide signals on consumer resilience, enterprise software momentum, and cloud data-platform growth. Salesforce’s Copilot AI rollout, Snowflake’s lakehouse adoption, and Macy’s holiday-season margins will be key highlights.

Economic data intensifies from Wednesday to Friday with ADP employment, Services PMI, ISM Non-Manufacturing PMI, weekly jobless claims, and the closely watched Core PCE Price Index, the Fed’s preferred inflation gauge.

Last week, U.S. equities rallied strongly: the Dow rose 3.18%, the S&P 500 gained 3.73%, and the Nasdaq climbed 4.91%. Active names included NVIDIA, Tesla, Intel, Meta, Alphabet, AMD, Oracle, SoFi, and Coinbase. Intel jumped over 10% after reports it may supply entry-level M-series chips for Apple by 2027, while Alphabet rose nearly 7% on optimism around Gemini 3 and reports of Meta considering large TPU purchases. SoFi surged 17% after launching in-app crypto trading.

Opinion:

It's the most wonderful time of the year..... 

Year-end bull let's go... 😙