Earnings
Retail and specialty names pack a busy earnings calendar
Kroger, Chewy, Academy Sports, Signet, and others are on deck as the market digests recent AI-linked winners and losers.
The next earnings slate is crowded, with Kroger, Chewy, SunB, CNM, Academy Sports, Signet, and others all listed for today. Several names report before the open, including Chewy, SunB, CNM, ASO, SIG, KFY, SAIL, JMKE, and PPIH, while AEO, COO, AVAV, LSAK, WLTH, and NAVN are set for after the close.
The latest earnings headlines point to a market still rewarding AI and punishing anything that misses. CNBC Earnings says Snowflake spikes 22% on healthy results and AI coding momentum, Dell surges 9% on AI server strength, and Broadcom’s big guide still leaves investors wanting more.
At the same time, the weak side remains sharp. Lululemon plunges 20% after disappointing earnings and outlook, while Zscaler beats expectations but still falls. CNBC also flags a more defensive stance from one hedge-fund manager as the bar for AI stocks rises.
That backdrop matters because the biggest daily movers today are scattered across biotech, energy infrastructure, semis, and pharma. The market is still treating earnings as a stock-specific event, not a broad sector tide.