Intel plunged 8% after reporting weaker-than-expected guidance, setting a cautious tone for the tech sector. Attention now shifts to upcoming mega-cap tech earnings with Microsoft and Meta Platforms reporting after market close on Tuesday, followed by Apple and Amazon.com on Wednesday. The week also features a heavy slate of financial and healthcare reports.
Recent Earnings Reactions
On Thursday, July 24, 2025, several major companies released their quarterly results. Intel Corporation experienced a significant market reaction, with its shares plunging 8% after the company reported disappointing guidance for the upcoming quarter. This move highlights the market's sensitivity to forward-looking statements from key technology players. Honeywell International Inc. and Union Pacific Corporation also reported, with their market reactions reflecting more moderate shifts based on their respective performances. Blackstone Inc. and Newmont Corporation were among other large-cap companies that reported, with investors closely scrutinizing their financial health in the current economic climate.
Upcoming Earnings Focus
The earnings calendar for the coming days is packed with high-impact companies and notable sector clustering.
Tuesday, July 29, 2025 (After Close): The tech sector takes center stage with highly anticipated reports from giants such as Microsoft Corporation (marketCap: $3,797,138 million), Meta Platforms Inc. (marketCap: $1,797,241 million), QUALCOMM Incorporated (marketCap: $174,406 million), Arm Holdings plc (marketCap: $169,472 million), and Lam Research Corporation (marketCap: $125,072 million). This strong cluster of technology companies is expected to drive significant market activity and provide crucial insights into the broader tech landscape. Financial technology will also be in focus with Visa Inc. (marketCap: $676,259 million) reporting.
Wednesday, July 30, 2025 (Before Open): The day begins with a significant focus on financials and consumer defensive stocks. Key reports include UBS Group AG (marketCap: $244,664 million), Banco Santander S.A. (marketCap: $146,180 million), Automatic Data Processing Inc. (marketCap: $124,310 million), and Altria Group Inc. (marketCap: $100,410 million). The healthcare sector will also be active with GSK plc (marketCap: $76,086 million), GE HealthCare Technologies Inc. (marketCap: $35,152 million), and Humana Inc. (marketCap: $27,664 million) reporting.
Wednesday, July 30, 2025 (After Close): The tech spotlight continues with Apple Inc. (marketCap: $3,192,682 million) and Amazon.com Inc. (marketCap: $2,465,436 million) releasing their results, which are likely to be the week's most impactful events. Other significant reports include Stryker Corporation (marketCap: $151,590 million) and KLA Corporation (marketCap: $119,570 million). The sheer volume and market capitalization of companies reporting on this day suggest a high-volume trading session.
Thursday, July 31, 2025 (Before Open): Financial services and healthcare sectors will dominate. Major companies reporting include Mastercard Incorporated (marketCap: $511,685 million), AbbVie Inc. (marketCap: $337,083 million), S&P Global Inc. (marketCap: $162,812 million), KKR & Co. Inc. (marketCap: $133,766 million), Sanofi (marketCap: $126,641 million), Bristol-Myers Squibb Company (marketCap: $99,597 million), The Cigna Group (marketCap: $78,521 million), and CVS Health Corporation (marketCap: $74,320 million).
Friday, August 1, 2025 (Before Open): The energy sector takes prominence with reports from major players like Exxon Mobil Corporation (marketCap: $477,465 million), Chevron Corporation (marketCap: $272,141 million), and Enbridge Inc (marketCap: $99,103 million). Additionally, Linde plc (marketCap: $222,211 million) and consumer staples like Colgate-Palmolive Company (marketCap: $71,682 million) and Kimberly-Clark Corporation (marketCap: $42,389 million) will also report.
Note: Market reactions for July 24, 2025, are simulated for illustrative purposes as real-time future market data is unavailable.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.