This week's earnings cycle brings together some of the biggest players across tech, automotive, finance, and pharmaceutical sectors facing groundbreaking challenges set out by United States President Donald Trump's economic shift, as well as China upping the AI race stakes.
Tech is continuing to dominate the conversation after shocking AI market movers emerged from the East, as Google's parent Alphabet anticipates $96.6 billion in revenue in the last quarter, up 12% year-over-year, with attention centered on Google’s core advertising business and its cloud and AI expansion. Palantir, a newcomer to the Nasdaq 100, targets $767-$771 million, riding the wave of robust government contracts. AMD projected 22% growth at $7.5 billion for its fourth quarter as it also steps further into the AI chip race. Meanwhile, entertainment giant Disney forecasts $24.63 billion in revenue in its first 2025 quarter, as investors gauge streaming profitability and subscriber milestones, with Disney+ estimating to climb from 158.6 million subscriptions reported in November 2024 to 194 million by the end of 2025.
The European banking sector is also on the menu, as UBS, BNP Paribas, Santander, Societe Generale, and ING are set to report. The automotive industry will assess how Toyota, reporting its third-quarter earnings, confronts rising US tariffs potentially disrupting global supply chains, while American Ford grapples with its EV transition amid cost pressures. Finally, pharmaceuticals, including Merck, Pfizer, Amgen, GSK, AstraZeneca, and Eli Lilly showcase how they leverage new immunology therapies.
