At a glance: No S&P 500 names report today, and there's nothing fresh to mark on the scorecard either — Friday's edition already closed the loop on last week's software-and-retail cluster and rolled straight into the outlook below. The next print lands tomorrow, when Palo Alto Networks and Dell open a heavy AI-infrastructure week that runs through Broadcom on Wednesday and Ciena and Lululemon on Thursday.
Scorecard — reported since we last wrote
Friday's wrap scored the prior week's names in full, so the ledger is clean heading into this week's prints.
No results to score from the prior edition.
Rest of the week
Three sessions carry the real weight before Friday: Tuesday's Palo Alto Networks/Dell pair, Wednesday's Broadcom print, and Thursday's Ciena/Lululemon combination. Implied moves on the slate below run from Broadcom's comparatively modest 6.2% up to Ciena's 12.1%.
| Day | Company | Time | Cons. EPS | Implied move |
|---|---|---|---|---|
| Tuesday Sep 1 | Palo Alto Networks PANW | After-close | $1.00 | 9.6% |
Dell Technologies DELL | After-close | $5.01 | 11.4% | |
Medtronic MDT | Pre-open | $1.40 | — | |
| Wednesday Sep 2 | Broadcom AVGO | After-close | $3.30 | 6.2% |
Hewlett Packard Enterprise HPE | After-close | $0.94 | 11.4% | |
NetApp NTAP | After-close | $2.16 | — | |
Brown–Forman BF.B | Pre-open | $0.38 | — | |
| Thursday Sep 3 | Ciena CIEN | Pre-open | $1.76 | 12.1% |
Lululemon Athletica LULU | After-close | $1.83 | 9.8% |
Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.