It’s a big week for US corporate earnings but the rest of the week features some of the bigger names, including on Wednesday with Microsoft, Apple and Meta followed by Apple and Amazon on Thursday.
There are some solid economic barometers today though,
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Welltower Inc. (WELL) — EPS Est: 0.53 — Market Cap: $121.35 B
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Cadence Design Systems, Inc. (CDNS) — EPS Est: 1.79 — Market Cap: $95.73 B
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Waste Management, Inc. (WM) — EPS Est: 2.01 — Market Cap: $86.1 B
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NXP Semiconductors N.V. (NXPI) — EPS Est: 3.12 — Market Cap: $55.86 B
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The Hartford Insurance Group, Inc. (HIG) — EPS Est: 3.21 — Market Cap: $35.04 B
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Celestica Inc. (CLS) — EPS Est: 1.49 — Market Cap: $34.88 B
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Nucor Corporation (NUE) — EPS Est: 2.16 — Market Cap: $33.13 B
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Arch Capital Group Ltd. (ACGL) — EPS Est: 2.25 — Market Cap: $32.06 B
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Brown & Brown, Inc. (BRO) — EPS Est: 0.93 — Market Cap: $28.99 B
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Cincinnati Financial Corporation (CINF) — EPS Est: 2.06 — Market Cap: $24.69 B
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FTAI Aviation Ltd. (FTAI) — EPS Est: 1.20 — Market Cap: $19.07 B
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Principal Financial Group, Inc. (PFG) — EPS Est: 2.20 — Market Cap: $17.81 B
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F5, Inc. (FFIV) — EPS Est: 3.97 — Market Cap: $16.78 B
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Universal Health Services, Inc. (UHS) — EPS Est: 4.95 — Market Cap: $13.51 B
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Alexandria Real Estate Equities, Inc. (ARE) — EPS Est: 0.39 — Market Cap: $13.22 B
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Rambus Inc. (RMBS) — EPS Est: 0.51 — Market Cap: $12.09 B
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Whirlpool (WHR) – EPS Est. 1.23 — Market cap $4.1 B
On the macro side, I’m watching a few names for a view into economic sentiment. Waste Management is a classic macro barometer as it’s leveraged to manufacturing and building activity. Nucor is the largest steelmaker in the US and will have views on activity and the impact of tariffs. Whirlpool is a smaller company but appliance sales are a classic barometer of economic activity and confidence.
In terms of market sentiment and the Nasdaq, keep an eye on NXP Semiconductors (which is also heavily exposed to autos) and Cadence Design Systems, which provides software for semiconductor design.
This article was written by Adam Button at investinglive.com.