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The second-largest week of 3Q earnings season includes a sizable dose of bellwethers. The week will feature 91 companies comprising 14.7% of the S&P 500 market cap and headlined by Verizon, Netflix and Intel. Staples (31%), industrials (23%) and utilities (22%) have large portions of market cap reporting. The Oct. 26-30 week will be the busiest of the season, with 194 index companies, led by Apple, Microsoft and Amazon.com.
In small caps, chunks of financials (23%), producer durables (12%) and materials (11%) will report this week, featuring 233 Russell 2000 companies (9.6% of market cap), led by Deckers Outdoor, Lithia Motors and Meritage Homes. The week after will have 532 small caps (29.6% of index market cap). #stocktalk