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We ended “Jobs Week” on Friday with both the S&P 500 and the tech-heavy Nasdaq closing at fresh all-time highs. Both private-sector ADPADP jobs numbers last Wednesday and Friday’s BLS non-farm payrolls both outperformed expectations and reached triple digits. Meanwhile, Q1 earnings season continued its stellar performance as the last of the AI plays reported earnings.
This week, earnings season soldiers onward, with Cisco SystemsCSCO, Alibaba BABA and tech-based nuclear energy firm OkloOKLO reporting results this week. We’ll also see key inflation metrics this week, with both CPI and PPI data coming out Tuesday and Wednesday. The CPI Inflation Rate for April is expected to jump half a percentage point to +3.8% — nearly double outgoing Fed Chair Jerome Powell’s optimum inflation rate of +2.0%. Spiking oil prices due to the war on Iran is expected to be the main culprit.
Speaking of the Fed Chair, the Senate convenes today to confirm Powell’s successor, former Fed Governor Kevin Warsh. Odds are he will be a strong advocate of President Trump’s insistence that the Fed lower interest rates, as Warsh has been critical of Powell’s leadership in the Fed, but it appears he will have to swim upstream against growing sentiment away from a bias toward easing.
Earnings Reports Ahead of the Opening Bell: SBH, MOS, B
Cosmetics distributor Sally BeautySBH reported fiscal Q2 results this morning, with earnings of $0.44 per share beating the Zacks consensus by 3 cents, with revenues of $903.38 billion narrowly outperforming expectations. Shares have swung to positive territory year to date, +2.14% in today’s pre-market on the earnings news. For more on SBH’s earnings, click here.
Barrick Mining B, formerly of the “GOLD” ticker a year ago, crushed estimates on both top and bottom lines this morning. Earnings of $0.98 per share were +32.4% ahead of the $0.74 anticipated, and in another orbit from the +$0.35 per share reported in the year-ago quarter. Revenues of $5.22 billion topped the Zacks consensus by +15.1%. Shares are up +3.8% on the news, also swinging to positive year to date. For more on B’s earnings, click here.
Agricultural fertilizer supplier The Mosaic Co.MOS, on the other hand, posted a -75% negative surprise on its bottom line this morning, with +$0.05 per share reported was well off the expected +$0.20. Revenues did come in +9% over expectations to $3.0 billion for the quarter, but a cut to guidance — again citing the Iran war, particularly the closed Strait of Hormuz — have sent shares down -5% in today’s pre-market, deepening the stock’s losses year to date. For more on MOS’ earnings, click here.
What to Expect from Today’s Stock Market
After today’s open, we’ll see an update on Existing Home Sales for April. Analysts look for this to dip slightly to 4.1 million seasonally adjusted, annualized units, from 4.2 million units the prior month. This is pretty close to the mid-point between near-term lows (3.93 million in June of last year) and highs (4.27 million in December of ’25).
For earnings, we anticipate shopping mall REIT Simon Property GroupSPG, quantum stock Rigetti ComputingRGTI and direct-to-consumer telehealth firm Hims & HersHIMS to post earnings results after today’s close. Of these, Rigetti’s revenues are expected to come in +120% year over year, while Hims earnings are projected to snag -80% from a year ago. Questions or comments about this article and/or author" Click here>>
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Healthcare workforce demand, expanding enrollment, new programs and AI credentials, disciplined capital allocation and efficiency initiatives support long-term earnings growth.
LendingTree's reduced dependence on mortgage-related sources of revenues is expected to support its financials. Also, its inorganic growth moves have strengthened its online lending platform.
Advanced Energy Industries (AEIS)Upgraded: 05/07/26
AI-driven data center demand, expanding semiconductor adoption, recovering industrial and medical bookings, and disciplined capacity investments support AEIS’ sustained growth profitability.
The bullish momentum in Gaming and Video Collaboration businesses, along with the thriving cloud-based video conferencing services, will continue to be catalysts for the company’s growth.
Palantir's AI strategy, its modular approach, exposure to a secular growth market like defense and a loyal customer base support growth. A strong balance sheet promises continued investor interest.
GTX stands to benefit from diversification into higher-margin adjacencies, continued turbo share gains, margin expansion and increasing zero-emission optionality.
Lower yield outlook, softer close-in demand, execution gaps, fuel volatility, heavy capex and high leverage reduce near-term visibility for shareholders.
Deckers’ margin profile remains sensitive to inventory mix and timing, as reflected in the 50-basis-point year-over-year decline in the gross margin in the third quarter.
For Best Buy, consumer confidence is a critical driver of demand, and any downturn in sentiment can directly affect spending patterns across its customer base.
Oilfield service providers like Baker Hughes face volatility due to oil and gas companies' exposure to fluctuating commodity prices, as they support upstream firms in setting up wells efficiently.
Apple Intelligence integration, record Services, expanding enterprise tools, and payments reach support Apple’s recurring revenue, backed by ongoing shareholder capital returns.
Strength in the Energy Generation/Storage business, balance sheet strength, and focus on autonomous driving, robotics and artificial intelligence are set to drive Tesla.
Strength across all product groups is a positive catalyst for Edwards Lifesciences. The company’s bullish long-term growth strategy buoys optimism on the stock.
Align Technology’s robust product line, balanced growth across all channels and consistent focus on international markets to drive growth bolster our confidence in the stock.
Intel’s leading position in PC market, strength in servers, growing clout in software, IoT & ADAS domains and headway in process technology are positive indicators of future growth prospects.
Target’s accelerating digital ecosystem, marketplace expansion, shrink improvement, and high-margin non-merchandise streams, supported by advanced tech and AI, enhance profitability and omnichannel scale.
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