Week Ahead -NVDA Earnings, Middle East Developments, & More Monday Premarket 5/18/26
Good Morning Team,
Markets enter one of the most anticipated weeks of earnings season, highlighted by Nvidia’s results on Wednesday.
NVDA is the poster child of AI and if the numbers are not good (doubtful) that could hurt the very strong rally in AI/semiconductor stocks.
Investors will also watching retail earnings, monitor housing data, Fed meeting minutes, manufacturing activity, and consumer sentiment as markets look for signals on economic strength, AI demand, and interest rate expectations.
Here's what jumped out at me this morning before the open, courtesy MarketTerminal.com
2 Premarket Breakouts
D (buyout), CVE
3 Premarket Breakdowns
VCTR, ROCK, BTM
112 Premarket UP
MU, D, F, RYAAY, NOW, RKLB, FFIV, BIDU, ASTS, PL, NTRA, UMC, SATS, EMA, AS, RDW, VCX, YSS, VTMX, BIO, LUNR, SLGN, OLN, BRC, MDA, HTH, CXT, ELVR, VOYG, VSAT, FLY, KFY, CIGI, IBRX, STC, SFBS, WOLF, ALHC, GRDN, M, FR, GPCR, LXP, UE, CLSK, ESNT, PAM, VFC, BCPC, MXL, CAI, RAMP, CMPS, TE, DXYZ, AGBK, POET, GHRS, DSGN, WYFI, VELO, TOYO, VPG, KRUS, BKSY, SLS, UTL, PHAT, SXC, LOMA, VLRS, LPTH, TRS, DRTS, BXC, DC, HOV, AMWD, EBS, SPIR, USPH, TH, TSHA, DNOW, HCAI, MNTS, TWFG, QNTM, UP, SLN, INTT, LAKE, CVRX, CHRN, ACET, CVV, IPWR, HTCO, NVA, PPIH, CRBP, PHOE, MPTI, MLEC, MRLN, BNAI, ZSQR, LFVN, RFIL, EDSA, EGAN, QTTB
56 Premarket DOWN
REGN, LI, JBS, BAP, FTS, EXPD, SOLV, MICC, ASX, MFG, ENLT, BBIO, LITE, VCTR, ADEA, IRT, IEP, EE, ZLAB, HIMS, MAAS, USAC, OGS, GEO, PRM, BC, SEDG, MANH, MBLY, SGML, ACDC, PSNY, SPT, HRTG, ONT, NPK, HPP, ETH, NGNE, PIII, DKI, BNZI, ATRA, SHIM, TRAK, EAF, STFS, PXLW, IMDX, AGPU, RWAY, RDAC, TGEN, WYY, MIND, TARA
Week Ahead
Monday
Economic News: —
Earnings News: Baidu ($BIDU)
Tuesday
Economic News: April Pending Home Sales
Earnings News: Home Depot ($HD), Cava ($CAVA), Toll Brothers ($TOL)
Wednesday (Major Earnings Event)
Economic News: Fed Meeting Minutes
Earnings News: Target ($TGT), Lowe’s ($LOW), TJX Companies ($TJX), Analog Devices ($ADI), Nvidia ($NVDA), Intuit ($INTU), e.l.f. Beauty ($ELF)
Thursday
Economic News: May Philly Fed Manufacturing Index
Earnings News: NIO ($NIO), Walmart ($WMT), Deere & Co. ($DE), Take-Two Interactive ($TTWO), Zoom Communications ($ZM), Workday ($WDAY), Ross Stores ($ROST), Deckers Outdoor ($DECK)
Friday
Economic News: May University of Michigan Consumer Sentiment, May University of Michigan Consumer Expectations
Earnings News: BJ’s Wholesale Club ($BJ)
Key Themes to Watch
AI Trade: Nvidia earnings and AI infrastructure demand
Consumer Health: Retail earnings from Target, Walmart, Lowe’s, and TJX
Fed Outlook: Signals from Fed meeting minutes
Housing Market: Pending home sales data
Economic Confidence: Consumer sentiment and expectations data
I'll be back after the open with today's breakouts report.
Enjoy your day!
Adam