Palantir, AMD, Amazon and More Stocks with Earnings This Week

Earnings Overview - The first week of February features earnings reports from over 100 S&P 500 companies, including major players in hyperscale, pharmaceuticals, and consumer sectors [1] - Walt Disney Co. reported Q1 earnings with an EPS of $1.63, surpassing the $1.57 estimate, and revenue of $25.98 billion, exceeding the $25.74 billion estimate [2] - Palantir Technologies Inc. is expected to report earnings with a focus on commercial customer count and average revenue per customer, which are critical for assessing the adoption of its AI platforms [3] Company-Specific Insights - Disney's CEO Bob Iger plans to step down before his contract ends on December 31, with the board set to meet for a successor vote [2] - AMD is anticipated to report earnings of $1.32 per share on revenue of $9.67 billion, driven by the ramp-up of MI350 AI accelerators and gains in server CPU market share [4] - Google Cloud's performance will be closely monitored, particularly regarding the monetization of Gemini AI within search and YouTube, to maintain its competitive edge [7] Upcoming Reports - Companies reporting after the market close include Teradyne, NXP Semiconductors, and Simon Property Group [6] - Additional earnings reports are expected from Philip Morris International, Under Armour, and Centene Corp. on Friday [9]