Home Depot, Ross Stores, TJX also report. So do Alibaba and Viking Holdings.
Retail giants report earnings as inflation stays above 3% and Fed signals likely rate hikes by end of 2026. Rising interest rates and operational costs will impact IT budgets, capex, and access to capital—signals affecting enterprise stack refresh cycles.
Sandisk has memorable week, but must do this. Walmart, Target earnings ahead.
Wolfspeed (SiC chipmaker) leads earnings volatility at 17.26%, amid nine other small-caps swinging 9–16% on mixed Q3 results. Silicon carbide adoption and fab ramp signal automotive electrification and power-electronics inflection critical for enterprise sourcing decisions.
Wall Street will get financial updates from some of the nation’s biggest retailers this week, along with more details from the Federal Reserve’s most recent meeting.
Walmart and Target headline a consumer-heavy week, but the biggest implied earnings moves belong to Wolfspeed, Coty and eight other smaller names.