TLDR
- Nvidia reports Wednesday after the bell, with Wall Street watching for continued AI infrastructure demand
- Salesforce faces pressure to show its Agentforce AI platform is driving real revenue growth
- CrowdStrike is expected to post another strong quarter as AI expands cybersecurity demand
- Marvell Technology could give investors a read on custom AI chip and data-center spending trends
- Dollar General reports Thursday, offering a window into lower-income consumer financial health
Wall Street heads into the week of August 24 with one of the busiest earnings stretches of the summer. Five companies across technology and retail are reporting, and the results could move the broader market.
The backdrop is already shaky. U.S. stocks fell last week as long-term Treasury yields climbed. The 30-year Treasury yield recently hit its highest level since 2007, adding pressure to technology stocks.
Nvidia
Nvidia reports after Wednesday’s closing bell and is the most-watched earnings event of the week.
The AI chip maker posted 85% revenue growth year over year last quarter, with data-center sales nearly doubling. Analysts expect another strong quarter.
Investors will focus on demand for the Blackwell chip generation, China sales, and the outlook for data-center spending. Because Nvidia carries heavy weight in the S&P 500, its results could set the tone for the whole market.
Salesforce
Salesforce also reports Wednesday after the bell. The company beat results last quarter but gave weaker-than-expected guidance, which hurt investor sentiment.
This time, Wall Street wants clearer proof that its Agentforce AI platform is turning into real revenue. Investors are watching whether AI products are generating returns, not just higher spending.
CrowdStrike
CrowdStrike reports Wednesday as well. The cybersecurity company beat expectations last quarter and continues to benefit from strong demand across the sector.
AI adoption is creating new security risks for businesses, which is expanding the market. Investors will watch annual recurring revenue, new customer numbers, margins, and management comments on AI.
Marvell Technology
Marvell Technology reports Thursday. The company has grown its role in custom AI chips, high-speed networking, and data-center connectivity.
Analysts expect around 35% revenue growth and close to 40% earnings growth. Marvell recently expanded its custom chip work with Google, drawing attention to alternatives to Nvidia’s products. Guidance will be closely watched.
Dollar General
Dollar General reports Thursday and offers a very different signal from the AI-focused names. The discount retailer gives investors a look at how lower-income American consumers are holding up.
Mixed results from Walmart, Home Depot, and others this earnings season have kept spending trends in focus. Comparable-store sales and management’s consumer commentary will be key.
Inflation and food prices remain real pressures on household budgets, making Dollar General’s report one of the more telling data points of the week.
With Nvidia earnings landing on the same day as the Federal Reserve’s preferred PCE inflation reading, Wednesday could be the most important day for U.S. stocks this week.
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