Home Depot & Baidu Report Earnings — NVDA Is the Week's Biggest Catalyst

As of Monday, May 18, 2026, no 8-K Item 2.02 (earnings release) filings have been confirmed with the SEC. The following covers the scheduled earnings events for today and key earnings catalysts for the week.

Today's SEC Earnings Filings

No SEC 8-K Item 2.02 filings have been confirmed for today (May 18). However, per the earnings calendar, Home Depot (HD) is scheduled to report FY2027 Q1 results before the market open, while Baidu (BIDU) is expected to release its Q1 2026 results around 9:00 AM ET (10:00 PM KST). Official figures will be available through each company's SEC 8-K Item 2.02 filing and investor relations materials.

Home Depot (HD), the largest home improvement retailer in the U.S., is reporting at a time when investors are closely watching whether a higher-rate environment and a cooling housing market have weighed on results. The company has not yet released official figures; specific revenue and earnings data will be available following the official disclosure.

Baidu (BIDU), China's leading search and AI platform, is under scrutiny for growth in its AI Cloud segment driven by the expansion of its generative AI service ERNIE Bot. Advertising revenue trends amid the U.S.–China tech rivalry and China's broader economic recovery are also on investors' radar. Official results will be confirmed via SEC filings following the announcement.

Earnings Surprises & Guidance

The marquee earnings event of the week is undoubtedly NVIDIA (NVDA). According to reports from MSN and The Globe and Mail, bond yields have spiked ahead of NVIDIA's earnings release, heightening tension across the broader AI sector. TipRanks noted that multiple Wall Street analysts have raised their price targets on the stock, with markets watching closely to see whether Q1 results confirm sustained demand for AI infrastructure investment.

Yahoo Finance reported that Dow futures opened lower after President Trump warned Iran that "the clock is ticking," pushing crude oil prices higher. With geopolitical risk rippling through energy markets and broader risk assets, analysts suggest the uncertainty could factor into guidance outlooks from companies reporting this week.

The Globe and Mail noted that in addition to NVIDIA, Walmart (WMT) and Canadian aerospace and defense firm CAE are also scheduled to report this week. For Walmart, the key focus will be how shifting tariff conditions have affected consumer sentiment and supply chain cost pressures.

Korean Corporate Earnings

According to the Korea Economic Daily, while Samsung Electronics and SK Hynix dominate investor attention, a number of domestic small- and mid-cap stocks that posted strong earnings have seen little to no share price reaction. Analysts note that AI semiconductor tailwind expectations are concentrated in large-cap names, leaving better-than-expected mid-cap performers overlooked.

Incheonin.com reported that Samsung Electronics' labor union is demanding a performance bonus equivalent to 15% of operating profit. The outcome of labor negotiations is being monitored as a potential variable affecting Samsung's cost structure in the second half of the year. Samsung previously disclosed its Q1 results; the specific outcome of ongoing negotiations has not yet been officially confirmed.

InteliView In-Depth

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