BCE, Johnson & Johnson and ASML a short but busy earnings stretch as traders in Toronto and New York reset after the long Canadian holiday.
Markets in Canada reopen on Tuesday, October 14, the day BCE hosts its Investor Day in Toronto, followed by Johnson & Johnson’s third quarter results before the opening bell.
ASML reports on Wednesday, October 15, a premarket release that often sways global chip sentiment.
BCE’s Investor Day on Tuesday runs from 8:30 a.m. to 12:30 p.m. ET and will feature remarks from CEO Mirko Bibic and CFO Curtis Millen on strategy, growth priorities and shareholder returns.
The company schedules its third quarter earnings call for November 6, but the Toronto session is likely to frame how executives see the next leg for wireline, wireless and media assets after a year of portfolio moves and cost work.
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The agenda and webcast details are posted on the company’s site and indicate a focus on execution levers and capital discipline.
Investors will also watch for any color on network investment, 5G monetization and the pace of expense reductions as the industry balances pricing with competition in both home internet and mobility.
Johnson & Johnson is slated to report third quarter results on Tuesday, October 14, with its earnings call scheduled for 8:30 a.m. ET.
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The update will be parsed for trends across innovative medicines and medtech, where procedure volumes and new product launches continue to shape unit growth into year end.
Guidance commentary matters for the fourth quarter setup, as does management’s read on pricing dynamics and R&D milestones that could influence 2026 expectations.
ASML will publish its third quarter figures on Wednesday, October 15, with materials and a management call available before U.S. trading.
The read through on order intake, EUV and High-NA deliveries, and foundry versus memory mix remains a bellwether for capital spending across the chip cycle.
With AI infrastructure still a dominant theme for hyperscalers and advanced nodes, investors will be keen to see whether bookings and visibility support a stronger back half into 2026 or suggest a more measured ramp as export controls and customer timing come into play.
The week starts with a familiar post holiday rhythm and a technical backdrop that has kept the TSX stalls near a record as traders weigh earnings against macro data in the United States.
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South of the border, momentum remains sensitive to megacaps after a September run where the Nasdaq hits new all-time high and leadership narrowed.
