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Big earnings reports , homebuilding and the mood of consumers up front next week

Major U.S. corporations, including technology companies and airlines, will release quarterly results this week, alongside new data on jobs and consumer sentiment. FactSet analysts expect S&P 500 profit growth of just under 30%, led by energy and followed by tech; General Motors, Hasbro and Netflix report Tuesday, and United Airlines is expected to post slimmer profits on Wednesday. Tesla is also expected to show slimmer profits, while Meta and IBM are expected to report profit growth as investors weigh whether big AI spending will pay off. The September housing starts report due Tuesday is expected to show homebuilding edged higher after two months of declines, despite high mortgage rates and rising construction costs. KB Home and Lennar are down more than 20% in 2026, compared with a 14% rise in the S&P 500, while September retail sales rose 0.8% (0.2% excluding gas stations) and wholesale food prices jumped 1.2%.

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