Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, April 19th, and I'm your host, Kim Khan.

Earning season shifts into a higher gear this week, with 93 S&P 500 companies reporting, including

seven Dow components.

Tesla will be the first of the Magnificent Seven to report when it delivers results on Wednesday.

Analysts expect Q1 EPS of 36 cents on revenue of $22.34 billion, the recent delivery

data have raised concerns.

Tesla produced 408,386 vehicles, and delivered

358,023 below Bloomberg estimates. Days of inventory rose to 35 from 21 in the prior quarter,

the highest level since UBS began tracking the metric, pointing to potential demand bottlenecks.

Analysts also note muted free cash flow

growth. Seeking Alpha analyst Oliver Rozhenko, who rates the stock a buy, says valuation is stretched

with limited margin of safety, but believes forward growth, AI scaling, and Robotaxy positioning

supports moderate upside. But Agar Capital, which has a strong sell, argues that despite innovation

and AI potential, Tesla's current financials and execution did not justify what it calls

a cult-like valuation. Also on the earnings calendar, GE Aerospace, 3M, Halliburton, and United

Airlines report on Tuesday. Philip Morris, IBM, and Boeing weigh in on Wednesday. Intel,

American Express, Gilead, and Lackstone report Thursday. Procter & Gamble closes out the week on Friday.

In the news this weekend, American Airlines says it is not engaged in merger discussions with

United Airlines and is not interested in pursuing such a deal. Bloomberg reported the United

CEO Scott Kirby had raised the possibility

...