At a glance: No S&P 500 names report today — the calendar is empty to close the week. Yesterday's two reporters, Costco and Darden Restaurants, are scored below; the next names up are Nike and Carnival on Monday, building into a heavier Wednesday/Thursday stretch with Micron, Jabil, FactSet and Accenture.

Scorecard — reported since we last wrote

Costco beat on both lines in its fiscal fourth quarter — EPS of $6.60 against the $6.53 we flagged (a 1.1% surprise) and revenue of $95.72B (+0.9%) — with EPS up 33.9% sequentially as its seasonally largest quarter played out roughly as expected. The stock still slipped 0.3% in the post-market tape, a muted reaction that suggests a clean beat mostly confirmed the setup rather than surprised it. Darden missed narrowly on both lines — EPS of $2.05 against $2.05345 consensus (a 0.2% miss) and revenue of $3.20B (-0.2%) — with EPS down 44.0% versus its outsized fiscal fourth quarter, in line with Q1 being the seasonally softest of its four. Shares fell 3.0% in regular trade on the day, a reaction well out of proportion to a fractional miss — a sign the Olive Garden softness flagged into the print carried through rather than the promotional relaunch offsetting it.

The week ahead

Next week is front-loaded toward Wednesday and Thursday, with four of the six names clustered there. Monday opens with Nike's fiscal first quarter, still working through weakness in Greater China and Europe against a market that has already priced substantial disappointment into the stock; Carnival follows pre-open the same day, with consensus estimates cut into the print and the debate centered on whether elevated costs (fuel chief among them) are eating into what has otherwise been resilient demand. Wednesday is the week's heaviest day: Micron reports after the close with consensus implying a large sequential step-up on the back of tight DRAM supply and HBM demand tied to AI accelerator build-outs — the print itself may matter less than the tone of fiscal-2027 guidance and any commentary on pricing durability. Jabil, also Wednesday pre-open, has beaten every quarter for a year and carries its own AI-infrastructure read-through via server-rack and liquid-cooling demand; FactSet closes out the day with subscription-model economics that trade on renewal and ASV growth rather than any single quarter's swing. Accenture closes the week Thursday after the close, with consensus implying a step-down versus its outsized fiscal third quarter and the setup dominated by bookings trends and how much of the generative-AI services pipeline is converting to billed revenue. Read-across matters here: Micron's tone on memory pricing carries into the rest of the semiconductor complex, and Jabil's AI-infrastructure commentary is a read on hyperscaler capex broadly.

Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.