NVIDIA and the Main Street Giants: Weekly Earnings Outlook (May 18- 22, 2026)

Note: This section contains information in English only.
Source: Dukascopy Bank SA
Next week is headlined by NVIDIA's high-stakes earnings report on Wednesday, which remains the single most important catalyst for the global AI trade and broader market volatility. "Main Street" takes center stage as retail titans Walmart, The Home Depot, and Target provide a definitive pulse check on the health of the US consumer and the resilience of discretionary spending. Biggest Company Earnings (US Market) next week: 

Monday, May 18

  • Baidu (BIDU): Before Market Open (PMO) The market is watching for revenue growth in the "Apollo Go" autonomous ride-hailing segment following its recent expansion into global markets.

Tuesday, May 19

  • The Home Depot (HD): Before Market Open (PMO) Investors are looking for signs of a "Pro" segment recovery as mortgage rates stabilize, potentially unlocking pent-up renovation demand.

Wednesday, May 20

  • NVIDIA (NVDA): After Market Close (AMC) The Primary Watch: All eyes are on the volume shipping of the Blackwell architecture and any updates on the roadmap for the Vera Rubin platform.
  • Target (TGT): Before Market Open (PMO) Analysts are tracking margins in discretionary categories to see if "cheap chic" continues to capture price-sensitive consumers.
  • Lowe's (LOW): Before Market Open (PMO) The focus is on the "DIY" segment's resilience and how their loyalty programs are competing with Home Depot for the spring project season.
  • Intuit (INTU): After Market Close (AMC) The market is evaluating the success of their "AI-first" pivot within TurboTax and QuickBooks following the most recent filing season.

Thursday, May 21

  • Walmart (WMT): Before Market Open (PMO) The "Main Street" Giant: Investors expect continued market share gains in grocery as mid-to-high income households continue to "trade down" into the value ecosystem.
  • Deere & Co (DE): Before Market Open (PMO) The market is looking for confirmation that precision technology and construction demand can offset the current pressure on global farm incomes.
  • Take-Two Interactive (TTWO): After Market Close (AMC) The singular focus remains the definitive confirmation of the late 2026 release window for Grand Theft Auto 6.

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