Palantir Technologies Inc. and Advanced Micro Devices are ushering in the next week of corporate earnings reports, with investors closely watching both companies for signals about the health of the AI infrastructure spend and semiconductor demand.
The upcoming earnings calendar will be dominated by jobs data and corporate reports, with several notable companies scheduled to release results.
Key themes to watch:
Palantir: AI platform growth and government contract pipeline
AMD: Data center GPU competition with Nvidia
Several stocks reporting next week have earnings momentum on their side
Some stocks have a history of beating expectations
JPMorgan released its best stock ideas heading into May, and Morgan Stanley predicted Chinese stocks are about to get a big AI boost.
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