AI Chips, Pharma Giants & Consumer BellwethersHappy Monday! Welcome to November! While the government shutdown enters its second month, Wall Street couldn't care less. All three major indexes hit record highs last week, with the Nasdaq soaring 2.2%. The AI trade is alive and well, and Big Tech keeps pouring hundreds of billions into data centers. This week's earnings lineup is stacked with semiconductors, pharma giants, and consumer bellwethers. Plus, we're getting key labor market data and the Supreme Court is hearing arguments on Trump's tariffs. The Big PictureLast week's rally was fueled by three things: Big Tech reaffirming massive AI spending, the Fed cutting rates by another quarter-point, and Trump meeting with Xi to de-escalate trade tensions. Earnings season has been strong — over 80% of S&P 500 companies have beaten expectations. Can this week's reporters keep the momentum going? Key Events to WatchADP Employment Report (Wednesday): Economists expect 30,000 jobs added after a 32,000 decline in September. Big swing that matters. Supreme Court Tariff Arguments (Wednesday): Small businesses are challenging Trump's use of emergency powers for tariffs. Could reshape trade policy. Consumer Sentiment (Friday): Expected at 53.2 — basically flat. Despite record stock prices, consumers remain nervous. Your Day-by-Day BreakdownMonday, November 3 PALANTIR is the star. Expected: 67% earnings jump, 50%+ revenue growth. Stock up 157% this year, but trading at 105x forward sales — way above peers. Bulls love the OpenAI partnership and defense opportunity. Bears say it's priced to perfection. Also reporting: Vertex Pharmaceuticals, Realty Income, Simon Property Group, ON Semiconductor Tuesday, November 4 — The Monster Day ADVANCED MICRO DEVICES — Expected: 27% growth in revenue and profit. Stock doubled in 2025 on the OpenAI partnership, which could bring $14B+ in revenue by 2027. But at 60x forward earnings, it's priced for perfection. Any miss could hurt. PFIZER — Expected: 40% earnings decline as it adjusts from peak COVID revenue. Trading at just 8x earnings with promising pipeline drugs. Could have 20-30% upside if revenue stabilizes. Also reporting: Shopify, Uber, Spotify, Pinterest, Amgen, Marriott, Norwegian Cruise Line, Rivian, Arista Networks Wednesday, November 5 MCDONALD'S — Expected: 3% growth. Just raised its dividend 5%. Bulls see it as a defensive anchor with resilient demand. Bears worry about inflation pressures and weight-loss drug impact on eating habits. QUALCOMM — Smartphone chip demand check. Is the recovery real? ROBINHOOD MARKETS — Crypto and retail trading activity indicator. Also reporting: Energy Transfer, Lucid, AMC, Unity, Snap, Fortinet, Novo Nordisk The ADP jobs report and ISM Services PMI drop today. Plus the Supreme Court tariff hearing. Thursday, November 6 AIRBNB — Expected: 9% growth. Rated Hold due to slowing growth. Bulls love the asset-light model and buybacks. Bears say they're losing share to Booking Holdings and focusing on the wrong things (Experiences vs. hotels). MODERNA — Can they prove they're more than a one-hit COVID wonder? CONOPHILLIPS — Energy demand and margin check. Also reporting: Viatris, DraftKings, DuPont, AstraZeneca, Datadog, Warner Bros. Discovery, Take-Two Interactive, Peloton Friday, November 7 ENBRIDGE — Expected: 7% profit decline, 20%+ revenue drop. But recently upgraded to Strong Buy on 5.7% dividend yield and AI data center energy opportunity. Also reporting: Duke Energy, EOG Resources, Brookfield Asset Management, KKR Consumer Sentiment survey drops — will consumers finally get less nervous? The Stocks Everyone's WatchingPalantir: Up 157% YTD at 105x sales. Defense spending opportunity is real, but zero room for error. AMD: Doubled in 2025. OpenAI deal is huge, but valuation is stretched at 60x earnings. Pfizer: Trading at 8x earnings with solid pipeline. Turnaround play with 20-30% upside if they execute. McDonald's: Defensive dividend play, but valuation stretched and facing margin pressure. Airbnb: Strong model, but growth slowing and competition intensifying. The Bottom LineThis week answers one question: can the momentum hold? AI spending is still strong, earnings have beaten expectations, and the Fed is cutting. But consumer sentiment is weak, valuations are stretched, and the government shutdown drags on. If AMD, Palantir, and the other bellwethers deliver strong results, this rally keeps going. If they disappoint, especially the high-flyers, we could see a quick rotation. Watch the labor data Wednesday and consumer sentiment Friday. They'll tell us if the economy is cooling at a healthy pace or heading for trouble. Stay sharp and don't get caught leaning too far either way. 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