May 6, 2026
Thursday May 7 earnings: Applied Materials (AMAT, BMO, est $2.26 EPS) is the most important read of the week — semiconductor equipment orders confirm whether the AI datacenter buildout translates to new fab investment. MercadoLibre (MELI, BMO, est $12.45 EPS) tests the LatAm e-commerce resilience thesis. Lyft (AMC) is a secondary read on the UBER miss. Initial Jobless Claims at 8:30 AM ET (prior 189K) sets up for Friday's Non-Farm Payrolls. S&P at record 7,340, Russia Kyiv mass strike warning overnight creates binary risk backdrop.
May 1, 2026
The week of May 4 brings PLTR (Palantir) May 4 AMC — the AI/defense bellwether with Iran war backdrop making this a critical read. Berkshire Hathaway reports Saturday May 2 (Greg Abel's first annual meeting, $373B cash deployment key). ON Semiconductor May 4, Shopify May 5, Pfizer May 5, Energy Transfer May 5. Dow 50,000 milestone watch continues.
Apr 30, 2026
Exxon Mobil (XOM) reports Q1 2026 before the open Friday May 1 — the only StockScout BUY on the current watchlist. With WTI at $105 and Brent at $111, upstream margin setup is exceptional. Chevron also reports BMO. Palantir reports May 4 — AI defense contract commentary will be the key read for the defense/AI intersection trade. 83 total reporters on Friday.
Apr 28, 2026
GOOGL reports Q1 2026 after close on April 29. Search, Cloud, and AI guidance are the three levers. This is the week's most important print — and possibly the quarter's.
Apr 27, 2026
199 companies report on Tuesday April 28. Key names: Coca-Cola, Robinhood, Corning, Mondelez. Consumer staples and fintech in focus ahead of GOOGL Wednesday.
Apr 24, 2026
A loaded earnings week ahead: Verizon Monday, Coca-Cola and Robinhood Tuesday, GOOGL and Microsoft Wednesday, Meta Thursday, Apple and Amazon Friday. Plus VIX at 18.7 and Brent near $100 — macro backdrop for the biggest tech week of Q1 season.
Apr 21, 2026
Lockheed Martin reports Q1 2026 BMO Wednesday April 22 — the same day as the Iran-US ceasefire deadline. Est EPS $6.90. Defense backlog, F-35 production, and hypersonics guidance are the key metrics. LMT is a watchlist HOLD (earningsProx penalty active).
Apr 15, 2026
Abbott Laboratories reports Q1 2026 before Thursday's open. Consensus: $1.15 EPS, $10.99B revenue. Medical devices and diagnostics in focus as the healthcare sector navigates tariff uncertainty and strong diabetes device demand.
Apr 14, 2026 ASML
ASML Holding reports Q1 2026 BMO on April 15. EPS consensus $6.64. As the world's only EUV lithography supplier, ASML's order book and guidance will signal whether AI chip investment is holding up under tariff/macro pressure. This is the most important earnings report of the week for the tech sector.
Apr 13, 2026
Five major names report before the bell Tuesday: JPMorgan Chase ($1.04T), Johnson & Johnson, Citigroup, Wells Fargo, and BlackRock. The backdrop is a Hormuz-driven oil shock and rising rates — can bank earnings provide a floor for rattled markets?
Apr 8, 2026 BB
BlackBerry reports Q4 2026 Thursday BMO. EPS est $0.04. Canada secure-comms deal in spotlight. Valuation gap thesis gaining traction. What to watch.
Apr 8, 2026 DAL
Delta Air Lines reported Q1 2026 earnings on April 8, 2026. See the full recap for results — EPS $0.64 beat vs $0.57 est (+12.2%), with $2B fuel headwind absorbed.
Apr 6, 2026 LEVI
Levi Strauss reports Q1 2026 earnings Tuesday April 7 after the close. Consensus at $0.37 EPS. A tariff bellwether for mid-tier US consumer spending.
Mar 31, 2026 CAG
Conagra reports Q3 2026 results BMO April 1. Consensus EPS of $0.40. Consumer staples margins under pressure from Iran oil spike and input cost inflation.
Mar 31, 2026 CALM
Cal-Maine Foods reports Q3 2026 results BMO April 1. Consensus EPS of $0.78. Egg prices and avian flu dynamics are the dominant variables.
Mar 30, 2026 PVH
PVH reports Q4 2025 AMC Tuesday. Calvin Klein and Tommy Hilfiger parent faces China tariff headwinds, weak consumer discretionary, and FX pressure. Consensus EPS $3.21.
Mar 30, 2026 RH
RH (Restoration Hardware) reports Q4 2025 AMC Tuesday. Luxury furniture bellwether faces housing market headwinds and consumer trade-down. Consensus EPS $1.91.
Mar 27, 2026 NKE
Nike reports Q3 FY2026 earnings after Tuesday's close. Stock near decade lows ~$52. The print is a referendum on China recovery, gross margin trajectory, and whether the turnaround under Elliott Hill is gaining traction.
Mar 25, 2026
Commercial Metals (CMC, $7.1B) and Argan Inc. (AGX, $6.2B) both report Thursday. CMC is a tariff/metals proxy — steel margins under pressure. Argan is a power plant builder benefiting from the AI energy demand boom. Ray's earnings preview.
Mar 25, 2026 JEF
Jefferies Financial Group (JEF) reports Q1 2026 earnings after market close on March 25. Wall Street expects EPS of $0.91. Takeover chatter (SMFG rumored) and a strong IB recovery narrative make this one of the more interesting bank prints of the quarter. Ray's earnings preview.
Mar 25, 2026 TERN
Terns Pharmaceuticals (TERN) reports Q4 2025 AMC tonight — but the real story is the $6.7B Merck (MSD) acquisition announced today. With TERN surging +5.8% intraday to $52.92, this preview covers the deal, the earnings print, and what it means for the obesity drug pipeline. Ray's earnings preview.
Mar 24, 2026
Cintas ($72.5B) and Paychex ($33.6B) both report Wednesday pre-market. Together they're the best real-time read on US small/mid business employment health. If the labor market is cracking under oil/tariff pressure, these two will show it first. Ray's earnings preview.
Mar 24, 2026 PDD
PDD Holdings reports Wednesday pre-market. The $136.6B Temu/Pinduoduo parent faces its biggest quarter yet — US de minimis tariff risk, Temu marketing spend, and Chinese consumer recovery. Consensus EPS: $21.08. Ray's earnings preview.
Mar 19, 2026 ACN
Accenture reports Q2 FY2026 before the bell Thursday. Consensus EPS $2.84. The read: is enterprise AI consulting spend rate-insensitive at 3.75%?
Mar 19, 2026 FDX
FedEx reports Q3 FY2026 after the bell Thursday. Consensus EPS $4.13. FDX is the macro bellwether — shipping volumes tell you whether global trade is actually contracting.
Mar 16, 2026 BABA
Alibaba reports Q3 FY2026 earnings on March 19. With Chinese AI spending accelerating, a cloud business turning the corner, and the stock still 60% off 2021 highs, here's what to watch.
Mar 14, 2026 MU
Micron reports Q2 FY2026 earnings on March 18 — the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.