What to Watch in the Day Ahead - Thursday, September 10

Oracle is expected to report a sharp rise in first-quarter revenue helped by strong demand for its cloud-computing services, thanks to surging enterprise spending on AI. Investors, however, will be focused on the company's capital spending plans, as the company's steep AI investments start to leave a mark on its cash flows.

Adobe is expected to report growth in third-quarter revenue as it expects continued demand for its AI integrated products and tools.

Macy's is expected to post its second-quarter results in a divided economy amid weak demand from cost-conscious consumers even as higher-income shoppers splurge. Investors will look for comments on demand and spending among consumer cohorts, turnaround progress as well as annual forecasts.

Nvidia CEO Jensen Huang and Seagate CFO Gianluca Romano are expected to speak at the Goldman Sachs Communacopia + Technology Conference 2026.