Big Tech had its moment. This week, five heavyweights step up across tech, pharma, entertainment, rides, and fast food.

Quick Refresher

Every quarter, public companies reveal how much money they made (revenue), how much profit they kept (earnings per share, or EPS), and what they expect next. Surprises – good or bad – can move stock prices fast.

Tuesday, May 5: The Chipmaker and the Pharma Giant

Pfizer
Kicks off the day with analysts expecting $0.72 EPS on $13.8 billion revenue (before market open, call at 10:00 AM ET). The numbers don’t look flashy – EPS is actually down ~22% year-over-year – but context matters. Pfizer is navigating life after the COVID revenue boom, and the real story is its pipeline beyond vaccines. Full-year guidance of $59.5-$62.5 billion in revenue and $2.80-$3.00 EPS remains intact. Watch whether management reaffirms or adjusts.

AMD
Is the headline act after market close, call at 5:00 PM ET. Wall Street expects $1.28 EPS on $9.88 billion revenue – both up roughly 33% year-over-year. The data center segment alone is forecast at $5.56 billion, up over 50%, as AMD’s AI chips challenge Nvidia’s dominance. The key question: can gross margins hold at the guided ~55%, or is aggressive pricing eating into profits? Options markets are pricing an ~8% move in either direction – traders are bracing for fireworks.

Wednesday, May 6: Entertainment Meets the Gig Economy

Disney
Reports its fiscal Q2 with expectations of $1.49 EPS on roughly $25 billion revenue before market open, webcast at 8:30 AM ET. The story has shifted from subscriber growth to streaming profitability – investors want Disney+ and Hulu generating real operating profit, not just growing audiences. Meanwhile, the Experiences segment faces headwinds from international park traffic and pre-launch costs for new attractions including the Disney Adventure cruise ship and World of Frozen at Disneyland Paris.

Uber
Expects $0.71 EPS on $13.27 billion revenue, roughly 15% growth (before market open). The profitability story keeps building – adjusted EBITDA guidance of $2.37-$2.47 billion would mark another record quarter. Both mobility and delivery segments are expected to post double-digit growth in gross bookings. The wildcard: updates on the Waymo robotaxi partnership, now live in Austin and Atlanta.

Thursday, May 7: The Golden Arches

McDonald’s
Closes out the week (before market open). Analysts expect $2.75 EPS on $6.49 billion revenue – up 3% and ~9% respectively. Franchised revenue alone is projected at $4 billion, up over 9%. RBC expects results close to consensus with the company reaffirming its 2026 outlook. But Jefferies has trimmed sales forecasts on signs of softer consumer demand in March – making this a real-time read on whether everyday diners are pulling back.

Why it all matters: After last week’s Magnificent Seven blitz, this week dials into the real economy. Are patients still filling prescriptions? Are families still visiting theme parks? Are riders still hailing Ubers? And is AI chip demand still white-hot? Five very different companies, one shared question: how is the consumer holding up? The answers start Tuesday morning.