Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS $PNC $USB $STT — sets the tone for credit conditions, rate outlook, and consumer health.
Semis/Tech: $ASML (Wed) — global bellwether for chip capex and AI-related demand. $TSM (Thu) — the most important print of the week for our Silicon-to-Substation thesis; foundry commentary drives sentiment across $MU $MRVL $CRDO.
Healthcare: $JNJ $UNH $ELV $ISRG — margin pressure and utilization trends in focus.
Media/Streaming: $NFLX (Thu after close) — trading near 52-week lows, so reaction matters more than results. Watch for subscriber commentary and ad-tier traction.
Industrials/Materials: $GE $AA (Alcoa — aluminum/tariff read-through) $PLD (logistics/real estate).
Global tech: $WIT (Wipro) — IT services demand signal.
$TSM Thursday is the macro tell for the entire AI infrastructure stack. A strong beat + bullish capex guidance could reignite the semis/AI trade; a cautious tone accelerates rotation into MAG7 defensives.
Not financial advice.