Space Race, Tractors, and Games: The May 13 Q1 Earnings Blitz Heating Up Markets

Investors, buckle up: May 13 is shaping up to be one of the most consequential earnings days of 2025. Five major companies—Intuitive Machines (NASDAQ: LUNR), Deere & Co (NYSE: DE), Walmart (NYSE: WMT), Applied Materials (NASDAQ: AMAT), and Take-Two Interactive (NASDAQ: TTWO)—will reveal their first-quarter results. Each plays a pivotal role in its industry, and their performance could send shockwaves across sectors from space tech to gaming. Let’s break down what’s at stake.

Intuitive Machines (LUNR): The Moonshot Gambit

This is the most intriguing name on the list. Intuitive Machines, a pioneer in lunar delivery services, has already made headlines for successfully landing missions on the Moon in 2024 and 2025. Its Q1 results will reveal how its three revenue streams—Delivery Services, Data Transmission, and Infrastructure as a Service—are performing. Analysts are closely watching its marginal costs in space logistics, which could determine if it’s scaling efficiently.

If LUNR can prove it’s not just a “moon shot” but a sustainable business, shares could soar. But remember: space is still a risky frontier. A single misstep—like a delayed launch or pricing disputes with NASA—could crater confidence.

Deere & Co (DE): Farming the Future

Deere’s Q1 results will reflect the health of two critical sectors: agriculture and construction. With global food prices volatile and U.S. housing starts sluggish, investors are bracing for a tough read. Key metrics to watch: tractor sales in emerging markets and cash reserves for R&D in autonomous farming tech.

Deere’s shares have underperformed peers this year, down nearly 10% since January. A beat on earnings could ignite a rally—if it can prove farmers and builders are still spending.

Walmart (WMT): Can the Retail Giant Keep Up?

Walmart’s Q1 report is a litmus test for consumer spending. With inflation still lurking and e-commerce giants like Amazon and Target nipping at its heels, Walmart needs to show it can grow online sales and international revenue. Don’t overlook its supply chain costs, which could spike due to global shipping bottlenecks.

Walmart’s stock has stagnated, up just 3% year-to-date. A strong quarter here could reassure investors that this retail titan isn’t being left in the dust.

Applied Materials (AMAT): The Semiconductor Surge

Applied Materials, a leader in semiconductor equipment, is a bellwether for the tech sector. Its Q1 results will reveal if the chip industry’s recovery is real or just hype. Look for orders from AI chipmakers and margins on advanced lithography tools.

AMAT’s shares have surged 25% in 2025 on AI optimism. If orders are strong, this rally could continue. But a miss here would mean the chip boom is still on shaky ground.

Take-Two Interactive (TTWO): Riding the Gaming Wave?

Take-Two, home to Grand Theft Auto and Red Dead Redemption, will report after the close. Investors are eager to see if its new game releases (like NBA 2K25) are driving sales and if its shift to subscription models is paying off.

TTWO’s shares have been volatile, down 12% this year. A strong quarter could signal that gaming’s comeback is real—and that investors are ready to bet on it.

The Bottom Line: Winners and Losers Ahead

This earnings day isn’t just about numbers—it’s about narratives. Intuitive Machines could cement its status as a space-age disruptor, while Deere and Walmart must prove they can adapt to a post-pandemic world. For tech investors, AMAT’s results will decide if the AI boom is for real, and Take-Two’s gaming empire needs to deliver.

The stakes are high. A miss from any of these companies could trigger a market sell-off, while beats could ignite a rally. But here’s the key: focus on the fundamentals. If LUNR’s margins are improving, DE’s tractors are selling, WMT’s online push is paying off, AMAT’s orders are through the roof, and TTWO’s games are flying off shelves—this could be the earnings day that defines 2025.

Investors: Stay sharp. The moonshot starts now.