TLDR
- Broadcom reports Wednesday, with Wall Street expecting $3.24 per share on $29.4 billion in revenue driven by AI
- Dell reports Tuesday after AI server sales surged 750% year over year last quarter
- Palo Alto Networks reports Tuesday with strong cybersecurity demand expected to continue
- Lululemon reports Thursday with earnings expected to fall 42% year over year
- Tesla holds an Austin event Thursday with expected updates on its Cybercab autonomous taxi
Broadcom
Broadcom reports fiscal third-quarter results Wednesday after the bell. Wall Street expects earnings of around $3.24 per share on revenue of approximately $29.4 billion.
AI is expected to drive most of the growth. Broadcom supplies networking technology and custom AI accelerators to major cloud companies, making it one of Nvidia’s closest partners in the AI infrastructure space.
After Marvell fell sharply following its latest results, investors will be watching Broadcom’s outlook on custom chips and hyperscaler spending closely.
Dell Technologies
Dell reports Tuesday. Last quarter, AI-optimized server sales surged 750% year over year, helping the company beat expectations and raise its outlook.
Analysts expect second-quarter revenue of roughly $45.2 billion, up more than 50% from a year ago. Adjusted earnings are expected around $4.91 per share.
Options traders are pricing in a move of about 10% following the results. The big question is whether AI server demand can hold anywhere near its recent pace.
Palo Alto Networks
Palo Alto Networks reports Tuesday after the close. The company beat expectations last quarter and issued stronger-than-expected guidance.
Cybersecurity spending has stayed resilient as companies shift workloads to the cloud and roll out AI tools. Investors will focus on recurring revenue and management’s outlook for AI-related security demand.
Strong recent results from CrowdStrike and Okta have raised the bar. Palo Alto may need more than just an earnings beat to move the stock.
Lululemon Athletica
Lululemon reports Thursday. Earnings are expected to fall about 42% year over year to around $1.80 per share.
The athletic apparel company cut its outlook in June. Competition and weaker consumer spending have added pressure since then.
The report comes just ahead of former Nike executive Heidi O’Neill taking over as CEO on September 8. What management says about U.S. demand will be closely watched.
Tesla
Tesla does not report earnings this week, but Thursday’s event in Austin could still move the stock. The company is expected to share more details on its Cybercab and autonomous taxi plans.
Autonomous driving has become a bigger part of the investment case for Tesla as investors look beyond its EV business. Any update on Cybercab production timelines or commercial rollout could trigger a stock move.
Friday’s August jobs report adds another layer. A weak number could ease pressure on the Federal Reserve ahead of its September meeting, which would affect broader market direction.
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