The Week Ahead: Oil Surge and Geopolitics Loom Over Earnings, Payrolls Data

This week’s central theme is geopolitical risk layered on top of AI leadership uncertainty. Higher oil prices reintroduce inflation concerns just as markets debate the durability of elevated AI infrastructure spending.

Broadcom reports Wednesday after the close and represents a key test for semiconductor leadership. With AI spending estimates near $700 billion this year and skepticism building around capital intensity, guidance from Broadcom could influence near-term direction for the Nasdaq and broader tech complex.

Economic Releases & Notable Earnings

Monday, Mar 2
Before the Open:
• AAON (AAON), est. $0.45
• ADT (ADT), est. $0.22
• Astrana Health (ASTH), est. $0.11
• California Resources (CRC), est. $0.51
• Dave (DAVE), est. $3.31
• Norwegian Cruise Line (NCLH), est. $0.26
• Sealed Air (SEE), est. $0.73
• Turning Point Brands (TPB), est. $0.87
• Uniti Group (UNIT), est. $1.61
• Venture Global (VG), est. $0.35
Economic Releases:
• No releases scheduled
After the Close:
• Ameresco (AMRC), est. $0.33
• Archer Aviation (ACHR), est. -$0.24
• Asana (ASAN), est. $0.07
• AST SpaceMobile (ASTS), est. -$0.17
• BigBear.ai (BBAI), est. -$0.06
• Core Scientific (CORZ), est. -$0.16
• Credo (CRDO), est. $0.91
• MongoDB (MDB), est. $1.48
• Plug Power (PLUG), est. -$0.10
• Riot Platforms (RIOT), est. -$0.21

Tuesday, Mar 3
Before the Open:
• Best Buy (BBY), est. $2.46
• EVgo (EVGO), est. -$0.09
• Kontoor Brands (KTB), est. $1.64
• Marex Group (MRX), est. $1.02
• On (ONON), est. $0.20
• Scholar Rock (SRRK), est. -$0.89
• Sea Limited (SE), est. $0.78
• Sportradar (SRAD), est. $0.09
• Target (TGT), est. $2.15
• Thor Industries (THO), est. $0.04
• Viking Holdings (VIK), est. $0.54
Economic Releases:
• No releases scheduled
After the Close:
• AutoZone (AZO), est. $27.31
• B&G Foods (BGS), est. $0.30
• Box (BOX), est. $0.34
• CrowdStrike (CRWD), est. $1.10
• GitLab (GTLB), est. $0.23
• Ross Stores (ROST), est. $1.90
• STAAR Surgical (STAA), est. $0.18

Wednesday, Mar 4
Before the Open:
• Abercrombie & Fitch (ANF), est. $3.57
• Bath & Body Works (BBWI), est. $1.76
• Brown-Forman (BF.B), est. $0.47
• Dycom (DY), est. $1.87
• National Vision (EYE), est. $0.06
• Stevanato Group (STVN), est. $0.17
• Wix.com (WIX), est. $1.40
Economic Releases:
• No releases scheduled
After the Close:
• American Eagle (AEO), est. $0.71
• Broadcom (AVGO), est. $2.02
• Cracker Barrel (CBRL), est. -$0.30
• Okta (OKTA), est. $0.85
• Veeva Systems (VEEV), est. $1.94

Thursday, Mar 5
Before the Open:
• Autohome (ATHM), est. $2.41
• BJ’s Wholesale (BJ), est. $0.92
• Burlington Stores (BURL), est. $4.74
• Ciena (CIEN), est. $1.16
• Kroger (KR), est. $1.20
• Victoria’s Secret (VSCO), est. $2.51
Economic Releases:
• 13:30 GMT – Weekly Jobless Claims, prior 212K (four-week avg 220K)
After the Close:
• Costco (COST), est. $4.53
• Marvell (MRVL), est. $0.79
• Samsara (IOT), est. $0.13
• The Gap (GAP), est. $0.45