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.