Wall Street Week Ahead – Seeking Alpha

Investors will have their hands full next week with troves of data, with the highlight being Friday’s jobs report for February.

Major names reporting quarterly earnings next week include CrowdStrike (CRWD), Broadcom (AVGO), Target (TGT), Costco Wholesale (COST), and Kroger (KR).

Purchasing managers data for February will be released on Monday from S&P Global and the Institute for Supply Management, while factory and durable goods order statistics for January will be released on Wednesday.

Earnings spotlight: Monday, March 3 – Okta (OKTA), GitLab (GTLB), AST SpaceMobile (ASTS), California Resources (CRC), and Surgery Partners (SGRY). See the full earnings calendar.

Earnings spotlight: Tuesday, March 4 – CrowdStrike, Sea Ltd. (SE), Target, AutoZone (AZO), and Ross Stores (ROST). See the full earnings calendar.

Earnings spotlight: Wednesday, March 5 – Marvell Technology (MRVL), Veeva Systems (VEEV), Zscaler (ZS), Brown-Forman (BF.A)(BF.B), and Campbell’s (CPB). See the full earnings calendar.

Earnings spotlight: Thursday, March 6 – Broadcom, Costco Wholesale, Kroger, Burlington Stores (BURL), and BJ’s Wholesale Club Holdings (BJ). See the full earnings calendar.

With Nvidia (NVDA) earnings in the rearview, many stocks can finally move past the catalysts and settle in. For Nvidia, specifically, the earnings beat and raise was everything it needed to be, yet the downside loomed large, something I’ve been warning about for over a month now.

What does this mean for the rest of the tech and AI world? Many of them, too, have been on their own journeys of putting in tops. Some of those include Meta Platforms (META) and Palantir (PLTR). I would add AppLovin (APP) to that list now as well. While the fundamentals may “look” strong – even for the whole of 2025 – the market is looking tired, and a decent sized correction is my view, with tech being hit the hardest. I’m not advising buying the dip in many of these tech names, but instead getting out as bounces happen.

The only ones that appear to be bottoming are Tesla (TSLA) and AMD (AMD), and even then, a larger wave of selling could push their support levels lower. My stance hasn’t changed since October when I said tops are being made, we’re just now seeing the initial confirmations of those tops, but looking from the rearview mirror. Discover more analysis from Joe Albano with his SA Investing Group service – Tech Cache.