Highlights of next week's earnings season: SpaceXAMDPlantir SanDisk and Western Digital

On August 2, next week, the market will usher in a series of closely watched corporate financial reports. Monday: Palantir. As one of the most obvious targets previously driven by the AI wave, whether Palantir's performance growth rate can match its current high valuation will directly reflect the quality of AI applications. Investors will focus on observing the expansion of contracts between the government and commercial customers, the progress of the implementation of the AIP platform, and whether guidance throughout the year is raised. The stock price has fluctuated greatly recently, and the volatility after the financial report is expected to be higher. Tuesday: AMD and SpaceX. Among them, AMD's financial report will become the highlight of the week. After the memory chip giant released positive signals last week, AMD's performance will become a "weathervane" of whether demand for AI chips will continue to be hot. SpaceX will also release its first financial report since its listing. Two days after the financial report is released (August 6), as many as 911.5 million shares will be lifted, lifting the largest single share lifting peak in the history of the U.S. stock market, which will affect SpaceX and Nasdaq constitute a liquidity stress test. On Wednesday, Lilly (LLY.US), Novo Nordisk (NVO.US), SanDisk (SNDK.US), Western Digital (WDC.US). The financial reports released by the first two before the market will reveal the latest situation in the diet drug market. The after-hours financial reports of SanDisk (SNDK.US) and Western Digital (WDC.US) will directly affect the sentiment of the storage sector. SanDisk has previously fluctuated significantly due to AI storage demand expectations, and the market expects its revenue and profits to benefit from enterprise-level SSD and HBM-related demand. Western Digital focuses on the balance between HDD and flash memory businesses and the continuity of data center storage needs.