Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more
The week of August 10-14 features a busy earnings slate including Plug Power (PLUG), Super Micro Computer (SMCI), Cisco (CSCO), and JD.com (JD). Key focuses are AI infrastructure, semiconductors, and healthcare. PLUG reports Q2 results amid profitability concerns and a suspended DOE loan. SMCI provides preliminary FQ4 data showing improved margins but faces governance and cash flow scrutiny. Other reporters include Rocket Lab, Tencent, and Barrick Mining.
