Here are the 6 big things we're watching in the market in the week ahead

Wall Street a busy week of earnings, economic data and policy decisions with a thud, as a weak jobs report renewed concerns the health of the U.S. economy in the face of President Donald Trump's ever-shifting tariff policy

In the week ahead, investors will look to the batch of earnings for additional clues on the economy and consumer spending, while also looking to Washington for trade policy

The economic calendar is light over the next five days, so the main story will be earnings — and, as usual lately, tariffs

Higher duty rates for some nations including Canada went into effect Friday, while this coming Thursday, Aug. 7, is the effective date for other nations such as India and Switzerland

Here's what we're looking for from each of the six names reporting this week

All earnings per and revenue estimates are from LSEG as of Friday

Coterra Energy kicks off the week of earnings on Monday night, ed by its conference call late Tuesday morning

Among the key areas of focus: What's the with its blematic wells in the Harkey region of its Permian Basin acreage? This surprising operational issue was a big reason why the stock got crushed after first-quarter earnings in May

More generally, Coterra told investors in late June that it was keeping its oil rig count at nine rather than drop it down to seven as previously planned — any here will be helpful in understanding its spending outlook for the rest of the year and its ability to hit multiyear duction targets

On Tuesday morning, we'll hear from DuPont in what's going to be its last earnings report before the spin-off of its electronics unit Qnity on Nov. 1

That's why Deutsche Bank in mid-July added the stock to its "catalyst call" list , although we saw from Honeywell and Dover that those calls aren't always a great predictor of things

With s trading at a large discount to the firm's estimated sum-of-the-parts valuation, analysts say DuPont's report could refocus the market on the value-creating potential of the spin-off

We hope they're right, given the stock's underperformance

We'll also be listening to executives' ary on tariffs and order patterns

Joining DuPont on Tuesday morning is Eaton , which solidly outperformed the broader market over the past month thanks to a ton of encouraging headlines on the pace of artificial intelligence infrastructure spending

The more data centers being built, the more demand for Eaton's electrical equipment

We'll look for Eaton's results to confirm this dynamic through its organic sales growth rate, book-to-bill ratio and backlog

Book-to-bill measures the amount of orders being booked versus those being fulfilled, so anything above 1 is considered a healthy demand indicator

Disney arrives at the earnings party Wednesday morning

There are two overarching themes: How is Disney's immensely fitable experiences division — to theme parks and cruises — performing in the face of economic slowdown concerns? The company had plenty of good things to say it in May, including bookings for the July-to-September quarter

We're hoping for more resiliency

The second big topic is ing, and there's a few threads to pull on here

Did the expected sequential gain in Disney+ rs materialize? Are there any to on the Hulu integration strategy now that Disney has taken full control ? And finally, is the standalone ESPN service still on track for a fall launch? We're anticipating an official announcement that the NFL and ESPN have reached a blockbuster deal that would give the sports network many of the league's top media assets in exchange for equity in ESPN, as reported by The Athletic on Friday, citing people familiar with the agreement

Eli Lilly 's earnings report on Thursday morning comes at an opportune time

After its main rival in the obesity market Novo Nordisk's ugly release last week, we welcome the chance to hear directly from Lilly on whether it's also expecting the GLP-1 market to grow a bit slower than previously expected in the second half of the year

We trimmed our Lilly position to guard against that risk despite our longer-term optimism in the company, particularly around its forthcoming obesity pill

More generally, we wouldn't be surprised to hear some discussion of the Trump administration's tariff and drug-pricing posals on the conference call

Trump's letters to pharma companies on Thursday weighed on the sector

Closing out the week on Thursday night is Texas Roadhouse

The market will be paying close attention to traffic and same-store sales trends at its restaurants, along with the impact that rising beef prices are having on its margins

Texas Roadhouse is known for its affordable prices, so beef inflation does present some risk to the company because steep price hikes to offset the pressure could dent its reputation

But as we wrote last month , the long-term trajectory of the still looks attractive

We'll look to this earnings report to lend support to that view

Week ahead Monday, August 4 Before the bell: Wayfair (W), Axsome Therapeutics (AXSM), BioN (BNTX), Icahn Enterprises (IEP), Tyson Foods (TSN), Freshpet (FRPT), onsemi (ON), BioCryst Pharmaceuticals (BCRX), Bruker Corporation (BRKR) After the bell: Coterra Energy (CTRA), Palantir nologies (PLTR), Hims & Hers Health (HIMS), MercadoLibre (MELI), Axon Enterprise (AXON), Navitas Semiconductor (NVTS), BellRing Brands (BRBR), BWX nologies (BWXT), Transocean (RIG), ThredUp (TDUP), Vertex Pharmaceuticals (VRTX) Tuesday, August 5 U.S. trade balance at 8:30 a.m

ET ISM Services PMI at 10 a.m

ET Before the bell: DuPont (DD), Eaton (ETN), Coterra Conference Call (CTRA) Pfizer (PFE), Caterpillar (CAT), BP p.l.c (BP), Duke Energy (DUK), GALAXY DIGITAL (GLXY), Lemonade (LMND), Vertical Aerospace (EVTL), Marriott International (MAR), Imunon (IMNN), Leidos Holdings (LDOS), Recursion (RXRX), Yum China Holdings (YUMC), Apollo Global Management (APO) After the bell: Advanced Micro Devices (AMD), Supermicro (SMCI), Arista Networks (ANET), Astera Labs (ALAB), Opendoor nologies (OPEN), Snap (SNAP), Lucid Group (LCID), Upstart Holdings (UPST), Clover Health (CLOV), Rivian Automotive (RIVN), Zeta Global (ZETA), Amgen (AMGN) Wednesday, August 6 Before the bell: Walt Disney Co (DIS), Oscar Health (OSCR), Uber nologies (UBER), Shopify (SHOP), Novo Nordisk (NVO), Six Flags Entertainment (FUN), Geron (GERN), Dave (DAVE), GEO Group (GEO), McDonalds (MCD), NRG Energy (NRG), Novavax (NVAX), Unity (U) After the bell: AppLovin (APP), IonQ (IONQ), Symbotic (SYM), Duolingo (DUOL), Energy Transfer LP (ET), Fortinet (FTNT), Jack in the Box (JACK), Catalyst Pharmaceuticals (CPRX), e.l.f

Beauty (ELF), Pan American Silver (PAAS), Airbnb (ABNB), Dutch Bros (BROS), Coeur D'Alene Mines (CDE), DraftKings (DKNG) Thursday, August 7 Initial jobless claims at 8:30 a.m

ET Monthly Wholesale Trade Survey at 10 a.m

ET Before the bell: Eli Lilly & Co. (LLY), D-Wave Quantum (QBTS), ConocoPhillips (COP), Vistra Energy (VST), Sony Group (SONY), Peloton (PTON), Warner Bros

Discovery (WBD), Datadog (DDOG), Kenvue (KVUE), Parker-Hannifin (PH) After the bell: Texas Roadhouse (TXRH), Trade Desk (TTD), Rocket Lab USA (RKLB), SoundHound AI (SOUN), NuScale Power (SMR), Block (XYZ), Twilio (TWLO), Pinterest (PINS), Atlassian Corporation (TEAM), Akamai nologies (AKAM), MP Materials (MP), Take-Two Interactive (TTWO), Wynn Res (WYNN) Friday, August 8 Before the bell: fuboTV (FUBO), Tempus AI (TEM), TeraWulf (WULF), Forum Energy nologies (FET), Canopy Growth (CGC), Wendy's International (WEN) (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

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