Tesla, Alphabet, and Intel Step Into the Spotlight as Market Eyes Tariff Fallout and Fed Commentary

Tesla will report Tuesday after the close. Analysts expect EPS of $0.42 on $21.5B in revenue, as the EV maker deals with a 12% year-over-year decline in deliveries and ongoing tariff-related cost issues. Alphabet follows Thursday, with analysts looking for $2.01 EPS and $89.2B in revenue. Ad spend from impacted sectors is a key focus.

Other major names reporting include Boeing (Wednesday), Intel (Thursday), GE Aerospace (Tuesday), and ServiceNow (Wednesday). Procter & Gamble, PepsiCo, and Merck also report, providing a look at consumer and healthcare strength. Financial names like Capital One, Synchrony, and Northern Trust round out the week.

Fed Watch: Policy Rhetoric and Beige Book Signals

Speeches from Fed officials will be constant this week. Monday features Goolsbee. Tuesday includes Jefferson, Harker, Kashkari, and Kugler. Wednesday brings comments from Goolsbee, Waller, and Hammack, with Kashkari again speaking Thursday. The Beige Book release on Wednesday afternoon will provide Fed districts’ insight ahead of the May FOMC meeting.

Chart Check: S&P 500 Below Trend, Testing Key Support Zones