Weekly Market Insights: Cyber Monday, Labor Data, and Key Earnings Reports By: Stock Market Charlie

A stock trader in a red jacket focuses intently on multiple computer screens displaying market data and analytics at a bustling trading floor.

Following a robust, short Thanksgiving week for U.S. stocks, an extensive lineup of economic indicators and corporate earnings is anticipated.

November's private sector payroll data may be a significant highlight, although market analysts will need to wait until later in December for the government's latest monthly jobs report, which has been postponed due to the government shutdown. Additional reports on consumer credit and sentiment, as well as new data on the manufacturing and services sectors, are also expected.

Several major technology firms, including Salesforce, a leader in customer relationship management software, cybersecurity provider CrowdStrike, and Marvell Technology, are scheduled to release their earnings this week. Reports from Dollar Tree and Dollar General may offer insights into consumer spending trends.

Cyber Monday Sales and Sentiment Data Highlight Consumer Trends

This week holds significant importance for American retailers, with online sales from the five-day period spanning Thanksgiving through Cyber Monday projected to reach $78 billion, as reported by Salesforce.

On Friday, data releases are anticipated to provide insight into consumer sentiment, with the University of Michigan's initial consumer sentiment survey for December. Additionally, the Federal Reserve’s consumer credit report, also expected on Friday, could reveal the extent of debt accumulation among American shoppers.

While new data on private payrolls will be available this week, investors will need to wait until December 16 for the government's next monthly jobs report, following its delay. The private-sector ADP employment report, scheduled for Wednesday, follows a stronger-than-expected report in October.

Federal Reserve Chair Jerome Powell is set to speak on Monday evening, amid increasing optimism about a potential rate cut during the central bank's upcoming meeting.

Major Software Companies and Dollar Stores Announce Earnings

Salesforce’s earnings report on Wednesday could further energize interest in AI investments, following the company's robust revenue forecast indicating strong demand for its AI products. Additionally, results from Marvell Technology, a provider of custom semiconductor solutions, MongoDB, a database provider, and data storage firm Pure Storage are anticipated to reflect increased demand driven by AI advancements.

Cybersecurity firm CrowdStrike is set to report on Tuesday following its better-than-anticipated forecast for annual recurring revenue in the previous quarter. Security firms Snowflake and Okta are also scheduled to release their reports this week. Additionally, results from dollar stores Dollar Tree and Dollar General may provide further insights into changing consumer preferences. 

This Week’s Calendar

Monday, Dec. 1

• Cyber Monday

• ISM Manufacturing PMI (November)

• Additional Data: S&P Final U.S. Manufacturing PMI (November)

• Federal Reserve Speaker: Fed Chair Jerome Powell

• Key Earnings: MongoDB (MDB)

Tuesday, Dec. 2

• Federal Reserve Speaker: Fed Vice Chair for Supervision Michelle Bowman

• Key Earnings: CrowdStrike (CRWD), Bank of Nova Scotia (BNS), Marvell Technology (MRVL), Pure Storage (PSTG), Okta (OKTA), GitLab (GTLB)

Wednesday, Dec. 3

• ADP Employment (November)

• Additional Data: Import Price Index (September), ISM Services PMI (November), S&P Final U.S. Services PMI (November)

• Key Earnings: Salesforce (CRM), Royal Bank of Canada (RY), Snowflake (SNOW), Dollar Tree (DLTR)

Thursday, Dec. 4

• Initial Jobless Claims (Week ending Nov. 29)

• Federal Reserve Speaker: Fed Vice Chair for Supervision Michelle Bowman

• Key Earnings: Toronto Dominion Bank (TD), Bank of Montreal (BMO), Canadian Imperial Bank of Commerce (CM), Kroger (KR), Hewlett Packard Enterprise (HPE), Ulta Beauty (ULTA), Dollar General (DG)

Friday, Dec. 5

• Preliminary Consumer Sentiment (December)

• Additional Data: Consumer Credit (October)

• Key Earnings: Victoria’s Secret (VSCO)

  Victoria’s Secret. “Victoria’s Secret & Co. Invites You to Listen to the Third Quarter 2025 Earnings Call Webcast.”

Best Regards,

Stock Market Charlie