What To Expect in the Markets This Week

Yahoo Finance
2025.05.26 01:39

This week, key earnings reports from tech companies like Nvidia, Salesforce, and Dell are anticipated, alongside retail updates from Costco and AutoZone. Investors will focus on Friday's PCE inflation report, first-quarter GDP updates, and consumer confidence data. Federal Reserve officials, including Gov. Waller and President Williams, are scheduled to speak, with the minutes from the May FOMC meeting also being released. The week is marked by a holiday-shortened trading calendar and follows a downturn in stock performance.

Jemal Countess / Getty Images

CEO Jensen Huang's Nvidia is one of the tech companies reporting earnings this week
  • Nvidia's scheduled earnings Wednesday highlight the tech financial reports calendar this week, along with quarterly updates from Salesforce, Marvell Technologies, Dell, and HP. Other noteworthy reports expected include retailers Costco, AutoZone, and Dick’s Sporting Goods.

  • Friday’s PCE inflation report will provide insight into price pressure in April, while investors will also be following updates to first-quarter GDP, the U.S. trade balance, and consumer confidence.

  • Federal Reserve officials set to speak this week include Federal Reserve Gov. Christopher Waller and New York Fed President John Williams, coming as the Fed is scheduled to release the minutes from its May meeting.

Nvidia (NVDA) earnings and a key inflation report highlight this week’s holiday-shortened calendar as investors continue to evaluate the impact of President Donald Trump’s tariffs and economic policies.

Tech companies Salesforce (CRM), Marvell Technology (MRVL), Dell Technologies (DELL), and HP (HPQ) are expected to deliver earnings this week. Market watchers will also be looking for reports from retailers Costco Wholesale (COST), AutoZone (AZO), Dick’s Sporting Goods (DKS), and Temu parent PDD Holdings (PDD).

The reports are set to arrive after a down week for stocks, which was punctuated Friday by a revival of trade-related uncertainty. You can recap last week's trading here.

In addition to Friday's personal consumption expenditures inflation report on Friday, investors will also be tuned into first-quarter gross domestic product (GDP) updates and the latest data on the U.S. trade balance and retail inventories. Consumer confidence and sentiment surveys also will be in focus.

Several Fed officials are on the speaking calendar, including Federal Reserve Gov. Christopher Waller, New York Fed President John Williams, and Minneapolis Fed President Neel Kashkari. Minutes from the latest Federal Open Market Committee (FOMC) meeting are also expected on Wednesday.

Monday, May 26

  • Markets closed for the Memorial Day holiday

Tuesday, May 27

  • Durable goods orders (April)

  • S&P CoreLogic Case-Shiller home price index (March)

  • Consumer confidence (May)

  • Minneapolis Fed President Neel Kashkari is scheduled to speak

  • AutoZone, Bank of Nova Scotia (BNS), Heico (HEI.A), Okta (OKTA), Champion Homes (SKY), Box (BOX), and PDD Holdings are scheduled to report earnings

Wednesday, May 28

  • Minutes of May FOMC meeting released

  • Fed Gov. Waller and New York Fed President Williams are scheduled to speak

  • Nvidia, Salesforce, Synopsys (SNPS), Bank of Montreal (BMO), Veeva Systems (VEEV), Agilent Technologies (A), HP, and Dick’s Sporting Goods are scheduled to report earnings