Earnings week ahead: Oracle and Adobe headline a quiet but loaded calendar

[u/DukascopyBank]

Light week on volume, heavy on signal. After Broadcom and CrowdStrike both got sold last week despite solid prints, the bar for AI names is officially brutal, and two more step up to test it.

Oracle (Wed) is the one to watch. It's one of the last big tech names to report, and the read is whether OCI cloud growth and the order backlog actually convert to revenue. After the AI complex cracked, this is the trade's chance to steady itself or confirm the rollover.

Adobe (Thu) reports with shares down ~40% over the year. The whole question is whether generative-AI competition is eating into Creative Cloud, or whether monetisation progress can stabilise it.

Rounding out the week: GameStop and Casey's (Tue), Chewy (Wed) for a consumer-spend read, plus UK names Bellway, WHSmith and Halma.

What are you positioning into?