Observed Signal · May 3, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
Palantir and AMD Kick Off Earnings Week
CNBC previews a busy week of first-quarter earnings beginning May 4–8, 2026, with about 121 S&P 500 companies scheduled to report. The piece highlights headliners including Palantir Technologies (reporting after the close Monday), Advanced Micro Devices (after the close Tuesday), Walt Disney and McDonald’s (major Dow components), Pfizer, and Uber. So far 63% of S&P 500 members have reported and 84% have beaten expectations, per FactSet. Analysts polled by LSEG expect Palantir’s earnings to more than double year‑over‑year and anticipate double‑digit growth for AMD. The article lists conference-call times, recent quarter context, analyst commentary (Loop Capital, Deutsche Bank, Barclays, Citigroup, etc.), and historical beat rates from Bespoke Investment Group.
This is a weekly earnings preview covering major public companies (Palantir, AMD, Disney, McDonald’s, Pfizer, Uber). Quarterly results and guidance from these firms can influence market trends, sector investment, and technology/media spending decisions.
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Key Takeaways & Evidence Grounding
- Published 2026-05-03; previews earnings for the week of May 4–8, 2026.
- About 121 companies in the S&P 500 are scheduled to report next week.
- Of the 63% of S&P 500 members that have reported so far, 84% beat analysts' earnings expectations (FactSet).
- Palantir Technologies is set to report after the close Monday with a 5 p.m. analyst call; LSEG analysts expect earnings to more than double year‑over‑year.
- Advanced Micro Devices will report after the close Tuesday with a 5 p.m. call; LSEG expects double‑digit earnings and revenue growth year‑over‑year.
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S&P 500 names report next week with earnings momentum
CNBC (Lisa Kailai Han) reports that earnings season continues the week of May 4, 2026, with 121 S&P 500 companies scheduled to report. The piece highlights firms showing recent earnings momentum — including Datadog, Lumentum and Block — and names Dow components McDonald’s and Walt Disney Co as headliners. CNBC Pro screened FactSet data and applied specific filters (estimates revised up >=10% over three and six months; analyst price targets implying >=25% upside; buy ratings from >=55% of covering analysts) to identify names. The article cites recent analyst actions — Rothschild & Co. Redburn initiating coverage on Datadog and Lumentum, and Bank of America reiterating a buy on Block — and notes share performance and analyst price targets ahead of the companies’ upcoming reports.
Stocks to Watch: Palantir, Snap, AMD, SpaceX
CNBC’s Stocks @ Night roundup highlights corporate reports and market drivers ahead of the next trading session. Caterpillar has seen large gains tied to data-center construction, while McDonald’s, Merck and Pfizer show recent pullbacks from prior highs. Snap and Palantir posted strong quarterly results — Snap beat revenue expectations and CEO Evan Spiegel reported improving advertising momentum; Palantir beat estimates with a 93% year-over-year revenue jump. AMD has rallied recently but remains below its June peak and shows elevated options-implied movement. SpaceX shares have fallen roughly 50% from their June high as more shares are scheduled to be released to the market and a quarterly report approaches. Markets will also watch interviews with Treasury Secretary Scott Bessent and Philadelphia Fed President Anna Paulson and talk of coordinated U.S.-Japan yen intervention.
Alphabet and Tesla Headline This Week's Earnings
The article previews a busy earnings week with megacaps Alphabet and Tesla among 77 S&P 500 companies scheduled to report second-quarter results. It highlights scheduled reporting times and analyst expectations for General Motors, CME Group, IBM, Tesla, Alphabet and Intel, citing data providers FactSet and LSEG on aggregate beats and company forecasts. The piece also notes recent market weakness driven by semiconductor declines and geopolitical tensions, and flags notable analyst commentary and historical earnings patterns for the named companies.
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