Intel (INTC): Focus remains on the progress of the “Intel 18A” node. Recent reports highlight a $1.1 billion award for research and development in Ohio, though the company continues to face stiff competition in AI PC chips from Qualcomm. Estimated Earnings: April 23-25.
Honeywell (HON): The company recently announced a $4.95 billion acquisition of Carrier’s Global Access Solutions business to bolster its building automation segment. Analysts are monitoring margin expansion in the Aerospace division. Estimated Earnings: April 24-26.
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Oracle (ORCL): Oracle is riding a wave of cloud infrastructure demand; recent partnerships with Microsoft and Google for multi-cloud database services have been viewed positively by the market.
