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Here are the 3 big things we're watching in the stock market in the week ahead

the s&p 500 kept its record run alive last week, boosted by earnings showing the ai spending boom isn't slowing. this week brings more earnings, jobs data, and corning's investor day.

three club names report: eaton on tuesday morning (revenue est. $7.08b, eps $2.74). in q4, eaton saw a ~200% increase in data center orders within its electrical americas segment. its order backlog totaled $19.6b at end of 2025. dupont also reports tuesday (revenue est. $1.67b, eps $0.48), with focus on its healthcare & water technologies segment. arm holdings reports wednesday night (revenue est. $1.47b, eps $0.58) — its first call since debuting its ai-focused cpu in march. softbank represented $200m of $505m in arm's license revenue last quarter.

corning holds an investor day wednesday in new york. its "springboard" plan is expected to add $11b in incremental annualized sales through 2028. ceo wendell weeks joins jim cramer on "mad money" wednesday night.

for jobs: jolts data tuesday covers march. economists expect adp to show 95,000 job gains in april on wednesday. the nonfarm payroll report friday has a consensus of 60,000 additions. powell said last week the labor market has showed "more and more signs of stability."

source: cnbc_topnews
sentiment: +0.00 · impact: 0.50

Oil prices climb after disputed report of Iran strike on U.S. warship in the Strait of Hormuz

oil started the week higher on a disputed claim of an iranian strike on a u.s. navy ship in the strait of hormuz. the report, which hasn't been confirmed by u.s. officials, added fresh volatility to crude markets. the strait of hormuz is a key chokepoint

The markets are in the early stages of pricing in stagflation. Here’s what happens next.

source: marketwatch_top sentiment: -0.70 · impact: 0.80

Warsh's take on Fed independence is met with confusion and some concern

kevin warsh, trump's pick to lead the fed, is drawing confusion from six former fed officials over his views on fed independence. the sticking point: he draws a line between monetary policy — which he says should be "strictly independent" — and "non-monetary matters" like international

'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds

the weight-loss and diabetes drug boom is creating a bubble risk for pharma, according to a deloitte report out monday. r&d returns for the top 20 pharma companies hit 7% for a third straight year, driven almost entirely by glp-1 drugs like wegovy and zepbound. strip those out

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Oil prices climb after disputed report of Iran strike on U.S. warship in the Strait of Hormuz

The markets are in the early stages of pricing in stagflation. Here’s what happens next.

Warsh's take on Fed independence is met with confusion and some concern

'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds