Tech Giants and Entertainment Leaders Under the Spotlight

This week's earnings reports highlight significant players across various sectors, including tech, automotive, finance, and pharmaceuticals. Alphabet, Google's parent company, is expected to announce $96.6 billion in revenue, marking a 12% increase from the previous year. The focus remains on Google’s advertising business and its expansion into cloud and AI technologies. Meanwhile, Palantir, a recent addition to the Nasdaq 100, aims for revenues between $767-$771 million, benefiting from strong government contracts. AMD projects a 22% growth, targeting $7.5 billion in its fourth quarter, as it dives deeper into the AI chip competition.

Disney's Streaming Service and European Banks

Disney forecasts a revenue of $24.63 billion for its first quarter of 2025, with investors keenly watching the profitability of its streaming services and subscriber growth. Disney+ is expected to grow from 158.6 million subscriptions in November 2024 to 194 million by the end of 2025. On the other hand, the European banking sector, including UBS, BNP Paribas, Santander, Societe Generale, and ING, is also set to report their earnings, adding another layer to this week's financial disclosures.

Automotive and Pharmaceutical Sectors

The automotive industry faces challenges with rising US tariffs potentially disrupting global supply chains. Toyota, reporting its third-quarter earnings, and Ford, dealing with its EV transition amidst cost pressures, are under scrutiny. In the pharmaceutical sector, companies like Merck, Pfizer, Amgen, GSK, AstraZeneca, and Eli Lilly are showcasing their advancements in new immunology therapies, highlighting the industry's response to global health challenges.