The Earnings Watchlist
September 8th-11th
Last week was dominated by AI infrastructure and enterprise software reports that gave a clear read on whether the capex cycle is still accelerating. Overall tone was mixed: hardware and data-platform names that showed faster growth were rewarded, while some of the larger semiconductor and cybersecurity names sold off even after beating estimates. A blowout August jobs report also revived rate-hike odds heading into the holiday weekend.
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This is an archived edition. Dates, prices, and market commentary reflect its original publication. For the latest schedule, visit the earnings calendar.