Earnings season hits full stride next week, with several of the market's biggest companies set to report. Investors will be watching not only the headline numbers, but also management commentary on AI spending, consumer demand, tariffs, and the outlook for the second half of the year.MondayBefore the OpenAstraZeneca (AZN)Baker Hughes (BKR)After the CloseNone of the major household namesTuesdayBefore the OpenPayPal (PYPL)Boeing (BA)Coca-Cola (KO)UPS (UPS)Corning (GLW)After the CloseVisa (V)WednesdayBefore the OpenSoFi (SOFI)Boston Scientific (BSX)ADP (ADP)Procter & Gamble (PG)Humana (HUM)After the CloseMicrosoft (MSFT)Meta Platforms (META)ARM Holdings (ARM)Qualcomm (QCOM)Lam Research (LRCX)Chipotle Mexican Grill (CMG)Robinhood (HOOD)ThursdayBefore the OpenBristol Myers Squibb (BMY)Cigna (CI)Mastercard (MA)Valero (VLO)Stellantis (STLA)Ferrari (RACE)After the CloseApple (AAPL)Amazon (AMZN)FridayBefore the OpenExxon Mobil (XOM)Chevron (CVX)AbbVie (ABBV)Moderna (MRNA)Colgate-Palmolive (CL)Bottom line: The market's biggest reports come from Microsoft, Meta, Apple, Amazon, Visa, Boeing, Coca-Cola, ARM, Qualcomm, Lam Research, Exxon Mobil, and Chevron. Their results and guidance could drive not only their own shares but also the broader market as investors gauge AI investment, enterprise spending, consumer demand, and the outlook for corporate profits in the second half of the year. This article was written by Greg Michalowski at investinglive.com.