What to Watch in the Day Ahead - Thursday, February 26

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Warner Bros Discovery is expected to post its fourth‑quarter results. Analysts forecast a decline, weighed down by the absence of theatrical releases and the ongoing decline in linear networks.On the U.S. economic monitor, the Department of Labor is expected to release weekly jobless claims data. Initial claims for state unemployment benefits likely rose 9,000 to a seasonally adjusted 215,0000 for the week ended February 21. Continued Jobless claims likely dropped 11,000 to a seasonally 1.858 million during the week ended February 14. Federal Reserve Vice Chair for Supervision Michelle Bowman is set to testify before a Senate Banking, Housing and Urban Affairs hearing on an update from the Prudential Regulators (1000/1500).

Dell is expected to report its fourth-quarter revenue, driven by strong demand for its artificial intelligence-powered servers. Investors will be looking for commentary on the memory chip crisis and how Dell is navigating a challenging consumer electronics environment that could weigh on personal computer shipments.CoreWeave is expected to release its fourth-quarter earnings. The firm is likely to post $1.55 billion revenue on growing demand for its data center services from cloud and AI companies.

Novavax is expected to report its fourth-quarter results. Investors will focus on the company's 2026 outlook and broader commentary around the current regulatory landscape for vaccine makers in the United States.

Coupang will announce its fourth‑quarter results, after disclosing massive data leaks in Korea in early December.Intuit is expected to report its second-quarter earnings. Investors will be looking for commentary about the integration of artificial intelligence across the company's financial software.

J.M. Smucker is expected to report its third-quarter earnings. Investors are likely to watch for comments on pricing actions, the impact of rising economic uncertainty on consumer sentiment and the annual forecast.Hormel Foods is expected to post its first-quarter revenue. Investors will be looking out for comments regarding consumer sentiment amid uncertain economy and rising focus on weight loss drugs. They will also seek details on impact from input costs, update on divestiture of whole-bird turkey business as well as annual forecasts.

Zscaler is expected to report its second-quarter revenue, driven by growing demand for its cybersecurity solutions.MP Materials is expected to report its fourth‑quarter earnings, with investors expecting it to swing to a quarterly profit due to a price-floor agreement with the U.S. government, its largest shareholder.

Viatris is set to report its fourth-quarter results. The focus will be on 2026 forecast updates and quarterly performance of its generic drugs business.Sempra is set to release its fourth‑quarter earnings, with investors looking for commentary on natural-gas deals and investments, updates on its five-year capital plan, electric-rate decisions and commentary on large-load requests and data-center demand.Duolingo is expected to report its fourth-quarter results, as more paid users subscribe to the company's language learning products. Analysts are keen to hear more about the company's monetization strategies.Public Service Enterprise Group is expected to release its fourth-quarter earnings. Investors will be on the lookout for comments on AI growth and expansion, data center power demand and rate case and customer bills.Coterra Energy is scheduled to release its fourth-quarter results. Investors will be watching whether Coterra can maintain production momentum while controlling costs amid a volatile crude price environment.Royal Bank of Canada is expected to release its first-quarter earnings and is likely to report profit growth. Investors will watch for comments on the bank's capital deployment plan.On the Canadian economic front, Statistics Canada is expected to release its fourth-quarter current account data. The economy's current account deficit likely narrowed to C$7.71 billion from C$9.68 billion deficit in the previous quarter. Separately, the Canadian Federation of Independent Business is expected to release business survey data for the month of February.On the Latin American economic radar, Brazil's inflation, as measured by IGP-M Index, is expected to show a 0.6% decline in February, after rising of 0.41% in the prior month. Meanwhile, Mexico's national statistics agency, INEGI, is set to publish unemployment data for the month of January. The country's unemployment rate probably increased 2.6% from 2.4% in December.

(Compiled by Rahul Raj in Bengaluru; Edited by Vijay Kishore)