Tech und KI im Fokus – Mega-Caps zeigen Quartal-Kraft

Chip-Designer und Cloud-Giganten dominieren die Earnings-Woche: Microsoft, Meta, Apple und Amazon liefern Mittwoch und Donnerstag die größten Signale für die KI-Momentum und Cloud-Nachfrage ab. Chip-Equipment-Hersteller KLA und Lam Research am Mittwoch deuten an, wie stark die Fabrik-Investitionen bleiben. Flankiert wird die Tech-Rally durch Zahlenwerke aus dem Konsum (Coca-Cola, Procter & Gamble) und etablierte Finanz- sowie Industrie-Namen (Visa, Boeing, Mastercard) über alle Tage verteilt.

Diese Index-Mitglieder öffnen in der neuen Woche ihre Bücher:

Montag, 27. Juli: Welltower (WELL), Cadence Design Systems (CDNS), Nucor (NUE), Cincinnati Financial (CINF), Principal Financial Group (PFG), Brown & Brown (BRO), F5, Inc. (FFIV), UDR, Inc. (UDR), Universal Health Services (UHS)

Dienstag, 28. Juli: Coca-Cola Company (The) (KO), Boeing (BA), Corning Inc. (GLW), S&P Global (SPGI), United Parcel Service (UPS), Illinois Tool Works (ITW), Royal Caribbean Group (RCL), Sherwin-Williams (SHW), American Tower (AMT), Ecolab (ECL), Hilton Worldwide (HLT), Paccar (PCAR), Carrier Global (CARR), PayPal (PYPL), Ferrovial SE (FER), IQVIA (IQV), Centene Corporation (CNC), DTE Energy (DTE), CenterPoint Energy (CNP), Xylem Inc. (XYL), Hubbell Incorporated (HUBB), Incyte (INCY), CMS Energy (CMS), Textron (TXT), Invesco (IVZ), Pentair (PNR), Visa Inc. (V), KLA Corporation (KLAC), Seagate Technology (STX), Waste Management (WM), Mondelez International (MDLZ), NXP Semiconductors (NXPI), Ford Motor Company (F), Teradyne (TER), Arch Capital Group (ACGL), Extra Space Storage (EXR), FirstEnergy (FE), PPG Industries (PPG), Omnicom Group (OMC), Veralto (VLTO), Expand Energy (EXE), CoStar Group (CSGP), BXP, Inc. (BXP), Skyworks Solutions (SWKS)

Mittwoch, 29. Juli: Procter & Gamble (PG), Amphenol (APH), Western Digital (WDC), Starbucks (SBUX), Vertiv Holdings Co (VRT), General Dynamics (GD), Automatic Data Processing (ADP), Johnson Controls (JCI), Aon (AON), Boston Scientific (BSX), L3Harris (LHX), Entergy (ETR), Old Dominion (ODFL), Garmin (GRMN), Humana (HUM), Flex Ltd. (FLEX), CBRE Group (CBRE), WEC Energy Group (WEC), Vulcan Materials Company (VMC), Biogen (BIIB), GE HealthCare (GEHC), Verisk Analytics (VRSK), Smurfit WestRock (SW), Bunge Global (BG), Cognizant (CTSH), FedEx Freight Holding Company, Inc. (FDXF), Fortive (FTV), Lennox International (LII), IDEX Corporation (IEX), Masco (MAS), Stanley Black & Decker (SWK), Generac (GNRC), Microsoft (MSFT), Meta Platforms (META), Lam Research (LRCX), Arm Holdings (ARM), Qualcomm (QCOM), Fortinet (FTNT), Equinix (EQIX), Robinhood Markets, Inc. (HOOD), O'Reilly Auto Parts (ORLY), Carvana Co. (CVNA), Public Storage (PSA), Ventas (VTR), Chipotle Mexican Grill (CMG), Fair Isaac (FICO), Vici Properties (VICI), American Water Works (AWK), C.H. Robinson (CHRW), Essex Property Trust (ESS), Invitation Homes (INVH), Mid-America Apartment Communities (MAA), Everest Group (EG), Regency Centers (REG), PTC Inc. (PTC), Tyler Technologies (TYL), Align Technology (ALGN), MGM Resorts (MGM)

Donnerstag, 30. Juli: Mastercard (MA), Bristol Myers Squibb (BMY), Altria (MO), Southern Company (SO), Trane Technologies (TT), Quanta Services (PWR), Valero Energy (VLO), KKR (KKR), Intercontinental Exchange (ICE), Cigna (CI), American Electric Power (AEP), Regeneron Pharmaceuticals (REGN), CRH plc (CRH), Air Products (APD), Xcel Energy (XEL), Exelon (EXC), Yum! Brands (YUM), Alnylam Pharmaceuticals (ALNY), Hershey Company (The) (HSY), Martin Marietta Materials (MLM), EMCOR Group, Inc. (EME), Willis Towers Watson (WTW), LabCorp (LH), International Paper (IP), EchoStar Corporation (ECHO), Avery Dennison (AVY), Baxter International (BAX), Huntington Ingalls Industries (HII), Norwegian Cruise Line Holdings (NCLH), A. O. Smith (AOS), Builders FirstSource (BLDR), Apple Inc. (AAPL), Amazon (AMZN), Stryker Corporation (SYK), Monolithic Power Systems (MPWR), Arthur J. Gallagher & Co. (AJG), Corteva (CTVA), Coinbase Global (COIN), Live Nation Entertainment (LYV), Ingersoll Rand (IR), Ameren (AEE), Edison International (EIX), Eversource Energy (ES), Dexcom (DXCM), MicroStrategy Inc. (MSTR), Mettler Toledo (MTD), First Solar (FSLR), Alliant Energy (LNT), Weyerhaeuser (WY), GoDaddy (GDDY), Camden Property Trust (CPT), AES Corporation (AES), Erie Indemnity (ERIE)

Earnings-Highlights der neuen Woche (27. bis 30. Juli 2026): die wichtigsten Quartalszahlen je Handelstag.

Dieser Beitrag ist unter Einsatz Künstlicher Intelligenz entstanden.