U.S. Earnings Season Kicks Into Overdrive – The Week Ahead (W/C 27th Oct)

This week’s earnings line-up is jam packed, with the schedule full of names across various sectors. Pulling much of the focus will be five of the magnificent seven stocks, with the outcome likely to shape sentiment in the weeks ahead.

From tech megacaps and hyperscalers through to industrial bellwethers, consumer plays, and energy giants; this week offers up a true cross-section of the U.S. economy.

Here are some of the names we are watching in the week ahead:

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Monday, October 27

Reporting: KDP, CDNS, NUE, CAR

The week kicks off with a diverse mix:

• Keurig Dr Pepper (KDP) – Watch for insights into consumer demand and inflation’s impact on beverage margins.

• Cadence Design Systems (CDNS) – A tech read-through on semiconductor design demand.

• Nucor (NUE) – Steel and infrastructure activity often hint at broader manufacturing strength.

• Avis Budget Group (CAR) – Travel demand and used-car trends are key for this rental-car stock.

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Tuesday, October 28

Pre-market: UNH, UPS, SOFI, PYPL, NEE

Post-market: BKNG, V, EA, ENPH, CAKE

This is a heavyweight day.

• UnitedHealth (UNH) and UPS give a window into healthcare and logistics trends — both core pillars of the economy.

• SoFi (SOFI) and PayPal (PYPL) will test investor appetite for fintech amid a shifting rate environment.

• NextEra Energy (NEE) offers a glimpse at the renewable-energy transition.

After the close, tech and consumer themes take over:

• Booking Holdings (BKNG) – A travel bellwether.

• Visa (V) – Cross-border payment volumes are a key indicator of global economic health.

• Electronic Arts (EA) and Enphase (ENPH) – Gaming meets green tech.

• Cheesecake Factory (CAKE) – Consumer dining trends in focus.

Tuesday’s reports stretch from fintech to travel to renewables — a full-market pulse check.

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Wednesday, October 29

Pre-market: VZ, CAT, ETSY, BA

Post-market: MSFT, META, GOOG, NOW, CVNA

Wednesday is a blockbuster.

• Verizon (VZ), Caterpillar (CAT), Etsy (ETSY) and Boeing (BA) kick us off before the opening bell.

But the real fireworks come after the close:

• Microsoft (MSFT), Meta (META), and Alphabet (GOOG) all report.

• ServiceNow (NOW) and Carvana (CVNA) add enterprise and consumer angles.

Expect major market movement midweek — these reports often set the tone for the entire earnings season.

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Thursday, October 30

Pre-market: LLY, RBLX, SIRI, MA, MRK

Post-market: AAPL, AMZN, COIN, MSTR, GILD

Thursday brings a mix of healthcare, gaming, and payments — followed by tech titans after hours.

• Morning reports from Eli Lilly (LLY), Merck (MRK), and Mastercard (MA) set up early action.

• Roblox (RBLX) and Sirius XM (SIRI) show how younger and media audiences are spending.

After close, all eyes turn to the heavyweights:

• Apple (AAPL) and Amazon (AMZN) headline the day, with massive implications for tech and retail sentiment.

• Coinbase (COIN) and MicroStrategy (MSTR) will mirror crypto market sentiment.

• Gilead (GILD) rounds out healthcare coverage.

AAPL and AMZN could easily move the entire market — even outside tech.

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Friday, October 31

Pre-market: ABBV, CVX, AON, XOM

The week ends with energy and healthcare powerhouses:

• Chevron (CVX) and Exxon Mobil (XOM) will give the latest read on oil and gas trends.

• AbbVie (ABBV) offers insight into large-cap pharma performance.

• Aon (AON) rounds out the week with a view on insurance and risk.

Energy names often anchor the week — strong results here can boost confidence in the broader market.