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November 29, 2025 - Third Party

Financial Agenda of the Week

Monday, December 1st

Macro – United States

  • 4:00 PM – ISM Manufacturing PMI

  • 4:00 PM – ISM Manufacturing Prices

Volatility / Options Flows

  • Watch: Cipher Mining (CIFR), Bitmine Immersion Technologies (BMNR).

  • Overbought (14d RSI): HAE, EXAS, QNCX.

  • Oversold (14d RSI): NTNX, NPIFF, FISV.

IPO / Shareholding

  • End of quiet period (first ratings possible): BETA, BLLN, AERO, EVMN.

  • End of lock-up (some tranches): CRCL, OMDA, ZSPC.

Results

  • MongoDB (MDB).

Sector data

  • EV deliveries: NIO, XPEV, LI, BYDDF, ZK.

  • Macau: monthly gross gaming revenues (GGR).

  • Transportation: Class 8 truck orders.

  • Firearms: FBI background check statistics.

  • Brokerage: monthly DARTs reports.

Conferences (all week)

  • Goldman Sachs Industrials & Materials Conference

  • Benchmark Discovery Investor Conference

  • Citi Global Healthcare Conference

  • Barclays Eat, Sleep, Play, Shop Conference

  • UBS Global Technology and AI Conference

  • Amazon AWS re:Invent (Las Vegas) – focus on agentic AI, cloud infrastructure, keynotes by Matt Garman and Werner Vogels.

Tuesday, December 2nd

Macro – United States

  • 2:00 AM – Jerome Powell speech (Fed Chair)

Results

  • Crowdstrike (CRWD)

  • Marvell Technology (MRVL)

  • Pure Storage (PSTG)

  • Box (BOX)

  • Okta (OKTA)

  • Options → high volatility expected on AEO and GTLB.

Corporate Events

  • Monster Beverage (MNST): investor meeting with CEO Hilton Schlosberg.

  • Vale (VALE): annual investor/capital markets meeting.

  • Salesforce (CRM): detailed review of Cyber Monday.

  • Nvidia (NVDA): present at NeurIPS 2025 (AI, robotics, self-driving, applied generative AI).

US Retail

  • 11:00 AM – National Retail Federation

Figures for the Thanksgiving weekend (Black Friday + Cyber Monday).

Wednesday, December 3rd

Macro – United States

  • 2:15 PM – ADP Non-Farm Employment Change

  • 4:00 PM – ISM Services PMI

Results

  • Salesforce (CRM)
  • Royal Bank of Canada (RY)
  • Snowflake (SNOW)
  • Dollar Tree (DLTR)
  • Five Below (FIVE)
  • Guidewire Software (GWRE)
  • Macy’s (M)
  • Options → volatility expected on C3.ai (AI) and Tilly’s (TLYS).

Conferences / Investor Days

  • NYT DealBook Summit: Dario Amodei (Anthropic), Brian Armstrong (COIN), Mary Barra (GM), David Ellison (PSKY), Larry Fink (BLK), Alex Karp (PLTR), Kevin Plank (UAA), Gavin Newsom, Scott Bessent…

  • Genius Sports (GENI): Investor Day – strategy, growth drivers, product demos, financial outlook.

  • Masimo (MASI): Investor Day.

  • GlobalFoundries (GFS): investor webinar on opportunities in “physical” AI (semiconductors/hardware).

Thursday, December 4th

Macro – United States

  • 1:30 PM – Challenger Job Cuts y/y
  • 2:30 PM – Weekly Unemployment Claims

Results

  • Toronto-Dominion Bank (TD)
  • Kroger (KR)
  • Hewlett Packard Enterprise (HPE)
  • Ulta Beauty (ULTA)
  • Dollar General (DG)
  • Options → volatility expected on Rubrik (RBRK) and Samsara (IOT).

Capital Markets / Investor Days

  • Rio Tinto (RIO): Capital Markets Day.

  • IMAX (IMAX): Investor Day – long-term growth plan (content, network, technology).

  • Denali Therapeutics (DNLI): Investor Day.

Friday, December 5th

Macro – United States

  • 4:00 PM – Core PCE Price Index m/m (September, postponed release)

  • 4:00 PM – Prelim UoM Consumer Sentiment

  • 4:00 PM – Prelim UoM Inflation Expectations

Agri / Commodities

  • UN – FAO: Food Price Index + monthly report on
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