Are the bulls waiting for earnings?
According to Goldman Sachs, we are in one of the most important weeks of earnings season, one where those who don't follow closely can simply be left behind.
Goldman emphasizes that they are bullish on US stocks in the short term, thanks to the upcoming earnings.
So we have summarized a list of special highlights for this week's earnings.
Tech leaders enter the arena: After the market close on Wednesday, it will be the turn of two giants: Microsoft ($MSFT) and Meta ($META) to report, followed by two more legends on Thursday evening: Apple ($AAPL) and Amazon ($AMZN).
What will especially interest Wall Street?
Eyes are mainly on the following questions: 1. Are tech giants planning to change their AI investment trajectory in 2025?
2. How is their monetization progressing through AI agencies and digital advertising?
3. In addition, everyone will listen very carefully to what the companies say about tariffs, production costs, and the chance of an economic slowdown.
The chip market: Will it continue to surprise?
Last week, Texas Instruments ($TXN), the semiconductor barometer, ignited the market when it reported a real recovery in its target markets.
This week, the stage passes to additional manufacturers: $TER, $AMKR, $QRVO, $QCOM, $STX, $WDC, and $GLW.
Everyone will look for signs there that the positive momentum is truly strengthening.
The rise of artificial intelligence: The quiet opportunity:
As the cost of AI implementation decreases, companies that know how to leverage it are expected to benefit.
The hot names: $SPOT, $SNAP, $HOOD, $RDDT, $TWLO, $DUOL, and $RBLX.
Each of them is under close scrutiny to see if they will surprise the market with better-than-expected performance.
Finance and consumer sectors take center stage: Payment giants will open a window into the consumer's state: Visa ($V), Mastercard ($MA), SoFi ($SOFI), PayPal ($PYPL), and XYZ will update on spending trends and consumer behavior.
And on the consumer front:
We will also look at the earnings of Starbucks ($SBUX), McDonald's ($MCD), Domino's ($DPZ), and Coca-Cola ($KO), and examine whether diners are still coming in droves or starting to tighten their belts.
In the leisure and tourism sector: Royal Caribbean ($RCL), Norwegian ($NCLH), Booking ($BKNG), ($ABNB), ($CZR), MGM, and Hilton ($HLT).
will provide us with a critical snapshot: Are vacations still a refuge from reality, or are cuts starting there too?
Special growth drivers: $LLY: develops new weight-loss drugs, a hot sector.
$BBAI: a young AI player in the Palantir style.
$GLW: benefiting from a dramatic increase in demand for high-speed transmission (Optical).
$CCJ: the uranium mining sector is at peak interest, amid rising electricity consumption.
The coming week is more than an earnings race, it's a battle to understand the market's next phase:
Artificial intelligence, consumption, tourism, energy, industry, all will give us a sharper picture of where we are headed.