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Jesse Cohen: Nvidia earnings key to market expectations

Jesse Cohen: Nvidia earnings key to market expectations
@JesseCohenInv: Nvidia earnings lead week

Jesse Cohen highlights key financial events to watch this week, with Nvidia's earnings leading the list.

Investors are also focused on earnings reports from major retailers including Walmart, Home Depot, Target, and Kohl's, alongside economic data such as the U.S. jobs report and PMI surveys.

The release of the Fed's FOMC minutes is also anticipated this week.

These developments unfold as market participants recall recent cycles of heightened earnings anticipation around major companies such as Palantir and AMD, a dynamic explored in Jesse Cohen’s assessment of major earnings anticipation. Furthermore, the broader context of shifting sector momentum, particularly the strategic rotation within the S&P 500 that has put Big Tech under scrutiny, remains pertinent amid this week’s key financial events—a theme Cohen analyzed in his perspective on the S&P 500 rotation and its implications for technology leaders.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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