Next week's financial menu features AI appetisers, a Fed-flavoured main, and sparkling macro sides. Grab a fork—we'll dig into some earnings flambé and policy suspense.
🛺 1. Uber & AMD (Tuesday)
Uber rolls into earnings with ~$11.5B on the table, fuelled by solid Mobility revenue and a delivery biz that's running smoother than butter. But the real garnish? Robotaxi plans in the UAE with WeRide.
🍔 Drive-Thru Forecast: Autonomy may still be a side dish, but Uber is trying to make it special.
AMD is planning its MI300 AI chips, aiming for $6B in 2025 revenue. It's the hottest thing on the silicon stove, but U.S. export rules and Nvidia's shadow could undercook momentum.
🌶️ Spice Index: High-margin potential, but geopolitical heat could scorch the crust.
🏛 2. Federal Reserve Meeting (Wednesday)
The Fed's next meeting is a literal pressure cooker. After last week's GDP contraction and inflation chill, Wall Street is sniffing for rate-cut seasoning—but Powell's still poking the dough.
🌡️ Chill Forecast: No cuts yet, but if CPI comes in soft again, this policy soufflé might start deflating soon.
🌐 3. Palantir & Airbnb (Wednesday)
Palantir is partnering with Google Cloud to develop next-gen AI tools for federal agencies. Revenue is expected to rise ~36% year over year because when it comes to data, Uncle Sam doesn't skimp on servings.
🥄 Secret Sauce: Defence + AI = long-term flavour with a patriotic aftertaste.
Airbnb is lowering guidance but betting on co-hosting, platform upgrades, and your overpriced Amalfi villa dreams.
🛏️ Stay-At-Home Seasoning: Macro might be soft, but Airbnb's tech reinvestments could age well—like wine... or cheese... or that one guest review from Tuscany.
🎢 4. Disney & PayPal (Thursday)
Disney is on a sugar high—streaming went profitable early, park traffic is booming, and earnings are up 27%. Turns out churros + Marvel = a recession-resistant snack.
🍿 Blockbuster Bite: Investors don't mind the ticket price when both lightsabers and spreadsheets align.
PayPal beat EPS expectations but dragged its feet on top-line growth. They're dressing up fintech with AI and branding—but will it be enough to stay on the digital wallet shelf?
💳 Fintech Flavour Check: Margins are juicy, but user growth needs more salt.
💶 5. ECB Rate Decision (Thursday)
The European Central Bank has already cut 25 bps and might be prepping seconds. With inflation cooling and GDP drying, the eurozone's ready for a fresh liquidity béarnaise.
🍷 Euro-Twist: One more cut could make EU stocks fizz—but too many, and markets might think the kitchen's on fire.
📉 6. U.S. Jobless Claims (Thursday)
Claims are up to 222K—not exactly a kitchen fire, but enough to check the smoke alarm. If that number rises past 250K, expect a lot more Fed-rate-cut seasoning next week.
🍳 Thermometer Test: We're not broiling yet, but this labour market stew needs a watchful eye.
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