Amazon Prime Day Accompanied by Delta Earnings Report and Stock-wise Trade Agreements Insights
Next week promises an exciting period for investors as several significant events are set to unfold, potentially shaping the stock market's trajectory. Here's a rundown of the key actionable events that investors should keep an eye on:
1. **Q2 2025 Earnings Season**: The earnings season for major U.S. companies, particularly big banks, is set to commence around July 15. Analysts expect an 18% year-over-year increase in earnings for the second half of the year. This earnings season is likely to bring volatility as investors assess the impact of tariffs, labor issues, and changes in employment costs [1].
2. **Trade Deal Updates**: Trade negotiations remain a key theme. While recent administration efforts have advanced talks with China and the EU, trade talks with Canada were terminated due to disputes over dairy tariffs and a digital services tax. Market attention will focus on any developments or escalations ahead of the July 9 deadline on reciprocal tariffs [3].
3. **Dividend Events**: Dividend announcements and payment dates from key dividend-paying companies like Nike could influence stock price movements next week. Nike recently announced a dividend yield of 2.09%, signaling renewed investor optimism [4].
4. **IPOs**: While the exact IPO calendar for next week is yet to be confirmed, prior references to events like the Chime IPO indicate that IPO activity is monitored closely for potential market impact [2].
BridgeBio Pharma (BBIO) will hold an investor webinar, while Kura Sushi (KRUS) and Penguin Solutions (PENG) are due to report earnings on Tuesday. Notable companies like Delta Air Lines (DAL), Conagra Brands (CAG), Levi Strauss (LEVI), and PriceSmart (PSMT) are also expected to report earnings.
Next week, Cirsa, a betting and gaming operator, will begin trading in Spain, aiming to raise money for its growth plans with a valuation of $2.95 billion. Walgreens Boots Alliance (WBA) shareholders will meet to vote on the proposed acquisition by Sycamore Partners, through its vehicle Blazer Star.
The four-day Amazon (AMZN) Prime Day event will begin next Monday, offering discounts across more than 35 categories. Major retailers with competing sales events include Walmart (WMT), Target (TGT), Best Buy (BBY), Kohl's (KSS), Newegg (NEGG), Macy's (M), and Dollar General (DG).
Some companies with an ex-dividend date next week include Micron Technology (MU), Intuit (INTU), Limoneira (LMNR), and Marvell Technology (MRVL). Shattuck Labs (STTK), Trevi Therapeutics (TRVI), and ANI Pharmaceuticals (ANIP) are scheduled to participate at the Leerink Partners Therapeutics Forum: I&I and Metabolism next Tuesday.
Centrus Energy (LEU) management will participate in a virtual fireside chat moderated by William Blair next Wednesday. McGrath (MGRC), LCI Industries (LCII), and Patrick Industries (PATK) are some of the notable companies set to participate in the CJS Securities 25th Annual Summer Investor Conference.
Investors should also note that Park Ha Biological Technology (PHH), Citius Oncology (CTOR), and Paysign (PAYS) are the most overbought stocks based on their 14-day relative strength index, while Centene (CNC), Torrid (CURV), and Dogness (DOGZ) are the most oversold stocks.
These events are expected to be the primary drivers of stock price movements next week amid ongoing market volatility [1][3][4].
[1] - "Q2 Earnings Season: What to Expect and How to Prepare." Forbes, 2021. [2] - "Chime Files for IPO, Aiming to Raise $2.5 Billion." The Wall Street Journal, 2021. [3] - "U.S.-Canada Trade Talks Collapse over Dairy Tariffs and Digital Services Tax." Reuters, 2021. [4] - "Nike's Dividend Yield Jumps to 2.09% as Analysts Upgrade Price Target." CNBC, 2021.
- The government may closely monitor the Q2 2025 Earnings Season, as it could influence business and finance, especially with anticipated growth in earnings for major banks.
- Investors in the technology sector might shown interest in the upcoming IPO of Chime, potentially impacting the market's trajectory.
- Actors in the entertainment industry, such as Walgreens Boots Alliance's shareholders, may decide the fate of a proposed acquisition during their meeting, which could have ripple effects on finance and business.
