Fair Isaac Corp

Big Tech earnings this week will reveal if heavy AI investment is driving growth. Visa, T-Mobile, FICO, NXP, Corning, and Starbucks also feature on Q2 growth watchlists.

Johnson & Johnson, Coca-Cola, and Procter & Gamble ended higher on Friday, but their valuations suggest they are fairly priced. Upcoming earnings calls will be crucial as the companies navigate litigation, tariffs, and input cost pressures.

Sumitomo Electric stock surged 300% in 12 months but pulled back 15.7% last week, trading near its DCF fair value of ¥10,975. CVR Energy and Icahn Enterprises also show mixed valuation signals.

The Watches and Wonders Geneva fair concluded amid a luxury sector shock, as major brands reported steep sales declines in the Middle East due to regional conflict, impacting Swiss watch exports for a second consecutive year.