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

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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)

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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

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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.

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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.