Monday, June 8 – Apple WWDC & SpaceX IPO: AI and space electrify the markets
The week kicks off with high tension, driven by an explosive mix of artificial intelligence, macroeconomics, corporate earnings, and a historic IPO.
Apple in the spotlight at WWDC
Apple is hosting its WWDC developer conference under the theme “All Systems Glow”.
The announcements regarding iOS 27, macOS 27, watchOS 27, and visionOS 27 will be closely watched, with particular focus on a deeply enhanced Siri featuring more on-device AI (Apple Intelligence).
Historic SpaceX IPO
SpaceX is expected to dominate headlines with a planned debut on June 12 at $135 per share.
Goal: raise $75 billion, for a near $1.77 trillion valuation.
A major event for aerospace, defense, and semiconductor stocks.
Other anticipated IPOs: Lannister Mining (DRIL), ERock (EROC), Forbright (FRBT).
Macroeconomics
- 4:00 pm (FR): Existing home sales (NAR)
- 9:00 pm (FR): Survey of Consumer Expectations (New York Fed)
- Start of FOMC blackout period ahead of June 16–17 meeting
Earnings & Dividends
- Reports: Campbell's Company, Vail Resorts
- Ex-dividends to watch: Alphabet, Occidental Petroleum, Travelers, TSMC
Volatility & Momentum
- High volatility: Seabridge Gold, Medical Properties Trust
- Overbought (14d RSI): Laser Photonics, Solidion Technology
- Oversold: Mountain Lake Acquisition, ADC Therapeutics
- High short interest: Groupon, Vital Farms
Tuesday, June 9 – Consumption & Cloud: key earnings in retail and tech
Major reports
- Casey’s General Stores
- J.M. Smucker
- Cracker Barrel
- SailPoint
Significant volatility expected post-earnings on Domo and Titan Machinery.
Conferences & Investor Days
- Investor Day: Cloudflare, Tyler Technologies
- Datadog DASH Conference (AI, cybersecurity, observability)
Wednesday, June 10 – US Inflation: CPI in the market spotlight
Major macro release
2:30 pm (FR): Consumer Price Index (CPI) – May
Consensus: core inflation expected at 2.9%.
The air transport component could surprise.
Key earnings
- Oracle
- Chewy
- Navan
Tech & AI Events
- Analyst Day: Rubrik
- Code w/Claude Event (Anthropic)
- SEMAFOR Tech Conference with Booking Holdings and Box
Thursday, June 11 – PPI, Nvidia, and World Cup
Producer inflation (PPI)
2:30 pm (FR): May PPI
Consensus: +0.7% MoM on core.
Nvidia testifies in the Senate
CEO Jensen Huang will testify on activities in China and export restrictions.
World Cup Kickoff
Expected impact on hospitality, sports betting, and media sectors.
Earnings
- Adobe
- Lennar
- RH
Investor Days: Honeywell, DXC Technology, EnerSys.
Friday, June 12 – Biotech, Split & AI Innovation
Strategic transaction
Centessa Pharmaceuticals shareholders vote on Eli Lilly's acquisition offer.
Stock Split
KLA Corporation begins trading adjusted after a 10:1 split.
European Hematology Congress
Companies to watch: Eli Lilly, Novartis, Roche.
Innovation
Presentation of the first AI-generated feature film at the Tribeca Film Festival.
