STOCKS I AM WATCHING THIS WEEK! PLTR, AMD, UBER, SHOP, APPAppLovin Corp. Class ABATS:APPoliroche1015 Here are the stocks I am watching this week. Earning reports AMD PLTR UBER APP DDOG Palantir enters the report with exceptionally high expectations after guiding to $1.797-$1.801 billion in revenue and $1.063-$1.067 billion in adjusted operating income. Palantir The most important signals will be: U.S. commercial growth, especially demand for its AI Platform. Government-contract momentum and the balance between commercial and public-sector sales. Operating margin and cash flow, given the unusually high profitability implied by guidance. Full-year guidance, which may matter more to the stock than a routine quarterly beat. AMD AMD guided to approximately $11.2 billion in revenue, with a $300 million range. The midpoint represents about 46% year-over-year growth and 9% sequential growth. Data Center revenue, particularly demand for Instinct AI accelerators and EPYC server processors. AI accelerator supply and customer adoption, including management's updated AI-revenue outlook. Gross margin, which will reveal how the growing mix of AI products is affecting profitability. Competitive positioning against Nvidia and custom AI chips. China and export-control effects, if management identifies any impact. Shopify Expectations point to high-20% year-over-year revenue growth, while management previously indicated that gross profit would grow in the mid-20% range. The key indicators are: Gross merchandise volume, showing the health of merchants using Shopify. Merchant Solutions growth, including payments and other transaction-linked services. Subscription growth and merchant additions. Free-cash-flow margin, as investors look for profitable growth rather than revenue growth alone. Third-quarter outlook, including consumer demand, tariffs, and cross-border commerce. Palantir has the greatest expectations risk; AMD's reaction will likely hinge on AI guidance; Shopify must demonstrate profitable merchant growth; and Uber must convert bookings into margin and cash flow. These are volatile earnings setups, so an earnings beat does not necessarily imply a positive stock reaction.