Tech-heavy earnings slate next week: AVGO, DOCU, NIO, DELL

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Summary · why it matters

Next week brings a tech-heavy earnings slate, with investors focused on AI infrastructure, cybersecurity, enterprise software, and semiconductor demand. Broadcom, Credo Technology, Dell Technologies, Ciena, Ambarella, and NetApp will provide signals on AI networking and data-center spending, while Snowflake, MongoDB, GitLab, UiPath, and DocuSign offer a read on enterprise software. Cybersecurity takes center stage with Palo Alto Networks and Zscaler, and Hewlett Packard Enterprise adds insight into AI server demand. Consumer and international names include lululemon and NIO, with NIO reporting Q2 2026 results before Tuesday's open, having delivered 107,658 vehicles in Q2, below its guidance, and options pricing a potential 8.76% move. Broadcom reports FQ3 after Wednesday's close, with AI semiconductor revenue expected at $16B, and DocuSign reports Q2 FY2027 after Thursday's close, with IAM platform surpassing $350M in ARR.

Impact on assets 37

Artificial Intelligence▲
Broadcom Inc
AVGO
± MixedDemandrelevance

AI semiconductor revenue expected at $16B, but earnings not yet reported; impact depends on results.

DocuSign Inc
DOCU
± MixedDemandrelevance

IAM platform surpassing $350M in ARR, but earnings not yet reported; impact depends on results.

Dell Technologies Inc
DELL
± MixedDemandrelevance

Will provide signals on AI networking and data-center spending; impact depends on results.

Cloud & Digital Infrastructure▲
Cybersecurity & Digital Trust▲
Consumer Discretionary▲
Electrification & Mobility▼
NIO Inc
9866
▼ NegativeDemandrelevance

Delivered 107,658 vehicles in Q2, below its guidance.

Energy Transition & Power Demand▲
Health Care▲
Consumer Staples▲
Financials▲
Digital Finance & Tokenization▲
Robotics & Physical AI▲
Spatial Computing / AR/VR▲
Communication Services▲
Space Economy▲
Defense & Geopolitical Fragmentation▲
Critical Materials & Supply Chain▲
Materials▲