spawns/iStock via Getty Images The first full week of March delivers another heavy slate of earnings, spanning AI infrastructure, cybersecurity, retail, energy, travel, and speculative growth themes. From semiconductor leaders to consumer discretionary names and commodity-sensitive producers, the lineup should offer investors a broad read on enterprise tech spending, household demand, capital disc...
spawns/iStock via Getty Images The first full week of March delivers another heavy slate of earnings, spanning AI infrastructure, cybersecurity, retail, energy, travel, and speculative growth themes. From semiconductor leaders to consumer discretionary names and commodity-sensitive producers, the lineup should offer investors a broad read on enterprise tech spending, household demand, capital discipline, and risk appetite as Q1 unfolds. AI and semiconductor momentum will be front and center with updates from Broadcom ( AVGO ), Marvell Technology ( MRVL ), Credo Technology Group ( CRDO ), MongoDB ( MDB ), Veeva Systems ( VEEV ), Okta ( OKTA ), and CrowdStrike ( CRWD ), alongside quantum-focused names such as Rigetti Computing ( RGTI ) and Quantum Computing ( QUBT ). Retail and consumer trends will be tested through results from Costco Wholesale ( COST ), Target ( TGT ), Best Buy ( BBY ), Kroger ( KR ), Abercrombie & Fitch ( ANF ), JD.com ( JD ), Sea Limited ( SE ), StoneCo ( STNE ), GoPro ( GPRO ), and cruise operator Norwegian Cruise Line Holdings ( NCLH ). Energy, materials, and industrial updates from Petrobras ( PBR ), Canadian Natural Resources ( CNQ ), Sociedad Química y Minera de Chile ( SQM ), Plug Power ( PLUG ), ChargePoint Holdings ( CHPT ), Gevo ( GEVO ), Global Ship Lease ( GSL ), and Stratasys ( SSYS ) will provide signals on commodity pricing, clean energy investment, and capital spending trends. High-growth and speculative technology names, including Archer Aviation ( ACHR ), AST SpaceMobile ( ASTS ), Riot Platforms ( RIOT ), Ouster ( OUST ), and Ocugen ( OCGN ), round out a week that should offer a wide-angle view on AI infrastructure demand, consumer resilience, commodity exposure, and broader market risk sentiment heading deeper into March. Below is a rundown of major quarterly updates anticipated in the week of March 2 to March 6: Monday, March 2 Plug Power ( PLUG ) Plug Power ( PLUG ) is set to report Q4 earnings on Monday after market close, wit...