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Day Ahead - Top 3 Things to Watch

Published 2019-12-02, 01:55 p/m
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Investing.com – Here’s a preview of the top 3 things that could rock markets tomorrow.

1. Salesforce, Marvell Tech Earnings in Focus

Salesforce.com (NYSE:CRM) will report third-quarter earnings after the market closes on Tuesday.

Ahead of the report, many expect its recent acquisitions will likely have boosted Salesforce's enterprise software revenue.

With the recent addition of MuleSoft and Tableau, sales are expected to have topped $4.45 billion in the third quarter, up from $3.39 billion a year ago. and $4 billion in the second quarter.

Salesforce is expected to report earnings of 66 cents a share, up from 61 cents a share a year ago, according to consensus estimates from Investing.com.

Marvell Technology (NASDAQ:MRVL), meanwhile, also reports after the closing bell, with analysts expecting the chipmaker to report earnings of 17 cents per share on about $660 million in revenue, down from 33 cents a year ago on revenue of $851 million.

The earnings report comes at a fraught time for chipmakers as U.S.-China trade relations have soured, cooling expectations that both nations will sign the phase one trade deal sooner rather than later.

The company previously lowered its guidance for the third quarter and warned of a worsening macro environment along with the ongoing impact from the current restrictions on shipments to Huawei.

The restrictions on U.S. companies shipping supplies to Huawei, however, have since been lifted and extended until Feb. 16, 2020.

Beyond trade issues, the revival in data center spending and the earlier-than-expected first production shipments of 5G solutions will likely alleviate headwinds from the U.S.-China trade war.

2. Update on NY Business Condition, Vehicles Sales Due

The economic calendar is light on Tuesday, with an update on business conditions in New York due at 9:45 AM ET (14:45 GMT) and U.S. total vehicle sales due at 6 PM ET (23:00 GMT).

The ISM-NY Business Conditions Index is expected to have declined to 44.7% last month from 47.7% in October.

U.S. total vehicle sales will also be in focus after data last month showed the U.S. sold an annualized 16.8 million units in November, up from 16.6 million units in October but down from an annualized 17.5 million units in November 2018.

3. API Crude Inventories Data on Tap

The American Petroleum Institute's petroleum data is due after the closing bell on Tuesday.

The API last week reported domestic crude oil inventories for the week ended Nov. 29, rose by 3.6 million barrels.

Oil prices in recent sessions have been driven by the ongoing trade dispute between the U.S.-China and bets on whether OPEC will announce further production cuts at this week's meeting. The Vienna meeting starts Thursday.

OPEC and its allies have been cutting output for three years in a struggle to get rid of a supply glut so prices can be steadied. Their current deal to cut production by 1.2 million barrels a day began in January and expires at the end of March.

West Texas intermediate crude settled 79 cents higher at $55.96 a barrel in New York. WTI is up 23.2% this year.

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