Weekly US Earnings Estimates: Weekly US Earnings Estimates: 24-28th August 2026: Tech earnings the highlight; NVDA, MRVL, CRWD, and CRM due

This is a weekly earnings calendar, and its shape is a familiar one: the AI and software complex dominates the schedule, with the largest semiconductor print of the week serving as the de facto macro event for the index. In past seasons with this configuration, the mid-week heavyweight report has tended to set the tone for the whole tape, since its print and guidance have historically moved not only the chip complex but index futures and the broader growth cohort given its index weight and read-across to hyperscaler capex. The sequencing matters: the security, cloud software and design-software names reporting alongside and after it are often traded as derivative exposure, with reactions in their peers conditioned on what the lead print said about enterprise and AI-related spend. The retail and consumer names on the calendar behave as a separate block, offering a read on the lower-income consumer rather than the AI cycle, and historically draw narrower, sector-specific reactions. The usual pattern is for implied vols in the large-cap name to carry into the print, with gap moves transmitting through semis, the SOX complex and Nasdaq futures before cash. Worth noting is the double listing of one chip name across two days, which is a calendar quirk rather than two separate events; the substantive risk concentrates on the Wednesday session.