Investing Updates: What to Expect in the Week Ahead (Nonfarm Payrolls, and Earnings from CrowdStrike, Broadcom and Marvell)

Source:

https://www.moomoo.com/news/post/66197665/what-to-expect-in-the-week-ahead-nonfarm-payrolls-and?level=1&data_ticket=1772415306293138

ChatGPT:

Markets head into the new week focused on whether softer economic data reflects temporary disruptions or deeper shifts tied to AI-driven change. Last week’s selloff in AI-linked stocks was sparked by a widely circulated sell-side note warning of potential large-scale white-collar layoffs, reviving fears that automation could weigh on employment. This drove a rally in bonds as investors reassessed growth and rate expectations.

The key macro event will be February US Nonfarm Payrolls on Friday. Payroll growth is expected to slow sharply—down about 30,000 from January’s surprisingly strong figure—but economists largely blame late-January and early-February cold weather rather than structural labor-market weakness. Markets will read the report closely for implications on Federal Reserve policy. Earlier in the week, ISM Manufacturing and Services PMIs are expected to show continued expansion, albeit at a slower pace, reinforcing a narrative of cooling but resilient growth.

Earnings are another major driver. On Tuesday, CrowdStrike, Target, and Best Buy report. Retailers are expected to show slowing profits and margin pressure amid uncertain tariffs and soft consumer demand. Analysts warn Best Buy could miss EPS expectations due to weak demand, market share erosion, and memory-chip shortages.

Wednesday brings results from Broadcom, where margins are expected to support a modest EPS beat as AI-driven semiconductor revenue surges. On Thursday, Costco and Marvell Technology report. Marvell’s growth is moderating from explosive highs but remains strong relative to peers, with guidance pointing to sustainable expansion and potential post-earnings upside.

Overall, the week balances AI optimism against valuation concerns, cooling data, and uncertainty over whether massive AI investment can deliver commensurate returns.

Comments:

Iran war will add to uncertainty this week.

World Peace pls 💖