May. 25 at 3:19 PM
AI continues to drive the current market direction.
This week, cloud computing is in focus.
Earnings to watch:
$SNOW Cloud sentiment read. A signal on whether enterprise AI spend is translating into real demand.
$CRM Large-cap software sentiment barometer. Guidance likely matters more than headline numbers.
$MRVL AI infrastructure exposure across chips, networking, and data center demand.
$DELL Proxy for AI server demand. Backlog commentary in focus.
$PATH Check on automation and enterprise software demand.
ADSK Quieter enterprise software signal, but still relevant.
S Cybersecurity momentum name.
If software attracts demand after earnings, market breadth could expand.
If cloud underperforms, leadership may remain concentrated with semis continuing to lead.