May. 24 at 4:52 PM
Earnings watch: Thursday lineup
A high-impact mix of AI infrastructure, enterprise software, cybersecurity, and consumer retail, setting up one of the more important cross-sector readouts of the week:
Thursday earnings:
$DELL AI server demand + enterprise hardware momentum check
$MDB database + AI workload scaling + cloud usage trends
$ADSK design software + construction/industrial demand cycle
$OKTA —identity security + enterprise cybersecurity spending trends
$COST — consumer demand strength + retail resilience signal
This is a macro crossover tape ,AI infrastructure (
$DELL/
$MDB), enterprise SaaS (
$ADSK/
$OKTA), and consumer spending (
$COST) all hitting at once
Expect strong dispersion depending on forward guidance, especially around AI-related demand commentary and margin trends