Wednesday – March 29
Earnings watch – Notable companies due to report include Cintas (CTAS), Paychex (PAYX), RH (RH), and EVO Payments (EVOP). Options trading implies 18% move for Bluebird Bio (BLUE).
Data watch – The latest videogame market data is expected to be released by Circana. The Nevada Gaming Control Board is due to release casino gaming win data for the month of February.
All day – Enterprise Products Partners L.P. (EPD) will hold an analyst meeting
All day – Domo (DOMO) will hold its Domopalooza event. Shares of Domo rallied last year after the event attracted investor and analyst interest.
All day – VMware (VMW) and Broadcom (AVGO) could see a jolt with the UK’s Competition and Markets Authority Phase 1 remedy due. Broadcom said it is working constructively with the CMA, but the final determination is unclear.
9:00 a.m. Clean Harbors (CLH) will hold its annual Investor Day event.
11:00 a.m. GSK plc (GSK) CEO Emma Walmsley will appear at the CNBC Healthy Returns Summit to discuss how the global biopharma giant plans to protect its desired RSV vax turf, replenish its drug portfolio, future R&D spend, and the 2023 runway for growth.
11:30 p.m. Intel Corporation (INTC) will hold an investor webinar to provide an update on the company’s Data Center and AI business. The tech giant also plans to review its data center product roadmap.
12:00 p.m. The National Retail Federation will host the annual State of Retail & the Consumer update. The event will include comments from Old Navy (GPS) CEO Haio Barbeito and Rent the Runway (RENT) COO Anushka Salinas. The NRF will also issue its annual retail sales forecast that could reset expectations for the sector.
3:30 p.m. Dell Technologies (DELL) CEO Michael Dell will appear on the Bank of America Top CEO Call Series.