Walmart, Target and Home Depot Earnings This Week Will Test How Resilient the US Consumer Really Is
Six major retailers report this week. Here's what Walmart, Target and Home Depot earnings will reveal about the US consumer heading into fall.
Owen
Equities & Earnings Correspondent, Global Markets Review
- Stocks
- Earnings
- Analyst Ratings
- Semiconductors
Owen covers single stocks, earnings and sell-side research for Global Markets Review, with a concentration in semiconductors and the wider AI supply chain. He writes the publication's earnings previews and maintains the reporting calendar that underpins its earnings coverage.
His approach to analyst research is deliberately sceptical: he treats price-target changes and rating changes as different events, and gives weight to the former only when estimate revisions accompany them. That framing runs through most of his ratings coverage.
Before focusing on equities he worked on company filings and disclosure analysis, and his articles lean heavily on primary documents — quarterly reports, investor-relations calendars and regulatory filings — rather than on secondary commentary.
Owen holds no positions in individual securities covered by Global Markets Review.
Articles by Owen
Nvidia Earnings Preview: What to Watch When the AI Bellwether Reports on August 26
Nvidia reports Q2 earnings August 26. Analysts expect $93–95B in revenue. Here's what could move NVDA stock and the broader AI trade.
Morgan Stanley Names Nvidia, Broadcom and Astera Labs as Its Top Chip Stocks for 2026
Morgan Stanley names Nvidia, Broadcom and Astera Labs its top semiconductor picks for 2026, and argues AI gains broaden into memory and equipment.
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The Q3 Earnings Calendar That Actually Matters
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Semiconductor Price Targets Keep Rising. Ratings Mostly Don't.
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