TLDR
- Rocket Lab reports Monday with focus on its Neutron rocket timeline and a $2.2 billion backlog
- CoreWeave reports Tuesday as investors watch margins and spending on AI infrastructure
- Super Micro Computer flagged record orders of over $60 billion and stronger-than-expected margins
- Lumentum has become a key AI optical networking play with big growth expected
- Applied Materials gives a broad read on semiconductor spending when it reports Thursday
The week of August 10 brings a packed schedule for stock watchers. Major economic data and five closely followed earnings reports could move markets in either direction. The Consumer Price Index drops Wednesday, followed by producer inflation Thursday, then retail sales and consumer sentiment Friday.
Here is a closer look at the five stocks to watch.
Rocket Lab
Rocket Lab reports earnings Monday after the close. The space company has built a backlog of around $2.2 billion and recently landed a $266 million U.S. Space Force contract.
Revenue growth has been strong, but investors will be watching more than the numbers. Progress on Neutron, its larger reusable rocket, is the key storyline. Any update or delay to that timeline could move the stock sharply.
Rocket Lab is competing for a bigger share of the commercial and government launch market. Neutron is central to that ambition.
CoreWeave
CoreWeave also reports Tuesday. The AI cloud company has grown fast as tech firms race to access Nvidia-powered computing.
CoreWeave, Inc. Class A Common Stock, CRWV
Revenue is expected to more than double year over year. But investors are focused on how much it costs to deliver that growth. Capital spending, debt levels and margins will be watched closely.
Options markets are pricing in a double-digit move after earnings. That makes CoreWeave one of the more volatile names to watch this week.
Super Micro Computer
Super Micro Computer reports Tuesday as well. The server maker has already told investors to expect revenue at the lower end of prior guidance, but gross margins could come in better than expected.
The bigger headline is demand. Supermicro said it received more than $60 billion in new orders during the quarter, pushing its backlog to record levels.
Investors want to see the company convert that order book into actual revenue. Commentary on next-generation Nvidia systems will also be closely watched.
Lumentum
Lumentum reports Tuesday and makes optical components used to move data between servers and data centers. As AI clusters grow larger, demand for its high-speed networking technology has risen sharply.
Wall Street expects strong growth again this quarter. The stock has already gained a lot in 2026, so guidance will matter as much as past results.
Investors will focus on demand for 800G and 1.6T networking products and what management says about margins going forward.
Applied Materials
Applied Materials rounds out the week, reporting Thursday. The semiconductor equipment maker supplies tools used across chip manufacturing, from advanced logic to memory and packaging.
AI investment is a tailwind, particularly in high-bandwidth memory. Strong guidance would support the view that semiconductor spending still has room to grow.
Weaker projections could put pressure on the broader chip sector. Applied Materials gives investors one of the clearest windows into where chip spending is heading.
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