Earnings playbook: Nearly 100 S&P 500 names are set to report, including three AI plays

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CVS Health Corp,Yum! Brands Inc,Super Micro Computer Inc

More than two-thirds of S&P 500 companies have already reported earnings, but there are still key names slated to post their latest quarterly figures.

More than two-thirds of S & P 500 companies have already reported earnings, but there are still key names slated to post their latest quarterly figures. Artificial intelligence plays Palantir, Qualcomm and Super Micro Computer are among the 96 S & P 500 names on deck. Those reports come after the busiest week of the reporting period, which included results from Apple, Amazon, Microsoft and Meta Platforms. So far, the season has been solid.

What to watch: Yum Brands has been lagging this year, up just 1%. TD Cowen analyst Andrew Charles doesn't see the stock moving too much in the near future. He downgraded shares to hold from buy in October. "We view YUM's risk/reward as balanced as 2024 development headwinds are unlikely to be fixed in 2025 given macro pressures in YUM's key development markets that we believe will lead consensus development estimates to miss," he wrote in a note.

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