Earnings Wave Rolls On — SpaceX, AMD, and SanDisk All Report Next Week

The earnings season isn't slowing down, and next week brings another wave of closely watched reports. Palantir kicks things off after the close on August 3rd, with the market focused on two threads — whether government contract growth can keep its momentum, and whether the commercial business is scaling into something more than just early-stage traction. SpaceX and AMD both report after the close on August 4th. SpaceX's report carries extra weight — it'll be the company's first financial disclosure since going public, meaning the market is still forming its baseline view of the underlying profit structure. Complicating things further, a lockup expiration lands just two days later on August 6th, stacking earnings reaction risk directly on top of potential unlock-driven selling pressure. For AMD, the spotlight is squarely on the growth trajectory of its data center business and whether there's real progress on the production timeline for its next-generation chips — a factor that could meaningfully shift its positioning in the AI chip race. SanDisk closes out the week after the close on August 5th. The dominant narrative in memory right now has centered on how long the current pricing upcycle can run, and this report's two key variables — whether price increases hold and how long-term agreement (LTA) signings are trending — will shape how the market reads the durability of the broader memory cycle. Three reports, three distinct tests: a debut earnings print colliding with a lockup expiration, the AI chip competitive landscape, and the staying power of the memory cycle. Which one are you watching most closely, and have you positioned around any of them? Flexibly allocate across core U.S. tech equities and diversified RWA portfolios on Bitget — achieve efficient cross-asset allocation and precision risk hedging: https://www.bitget.com/promotion/futures-rwa