**Senin, 1 September – Hari Libur Nasional**

• Bank Holiday – Pasar tutup (Labor Day)
• Dividen (ex-date pekan ini):
• Realty Income (O)
• Lockheed Martin (LMT)
• McDonald’s (MCD)
• Nike (NKE)
• Bank of America (BAC)
• Tiongkok – Data Sektoral:
• Pengiriman: Nio (NIO), XPeng (XPEV), Li Auto (LI), Zeekr (ZK), BYD (BYDDF)
• Pendapatan game Makau (Agustus)

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Selasa, 2 September – Kembali ke realitas

• 16:00 – ISM Manufacturing PMI
• 16:00 – ISM Manufacturing Prices
• Volatilitas untuk Dipantau:
• Short: Hertz (HTZ), Beyond Meat (BYND)
• Opsi: aTyr Pharma (ATYR), Offerpad (OPAD)
• RSI > 70: DSBX, AVBC, UP
• RSI < 30: GDRZF, HRL, KWM
• Konferensi Utama:
• Wells Fargo Healthcare
• Jefferies Industrials
• UBS Global Materials
• Laporan Keuangan yang Ditunggu:
• Sebelum Bursa: NIO, Academy Sports (ASO), Signet Jewelers (SIG)
• Setelah Bursa: Zscaler (ZS), HealthEquity (HQY)
• IPO / Kalender:
• IPO: FG Holdings (FGO)
• Akhir quiet period: Firefly (FLY), Heartflow (HTFL), Whitefiber (WYFI)
• Commercial UAV Expo (Las Vegas):
• Peserta: Workhorse (WKHS), Sony (SONY), Trimble (TRMB), KULR, Teledyne (TDY)
• Split:
• Lucid Group (LCID): reverse split 1:10

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Rabu, 3 September – Hari makro / teknologi

• 16:00 – JOLTS Job Openings
• 14:00 – Beige Book (Fed)
• Pidato:
• 03:30 – Christine Lagarde (ECB)
• 09:00 – Alberto Musalem (Fed St. Louis)
• 10:10 – Peloton (PTON) – Citi Global TMT
• Pembukaan Konferensi HubSpot Inbound
• Pembicara: Yamini Rangan (HUBS), Dario Amodei (Anthropic)
• Laporan Keuangan yang Ditunggu:
• Sebelum Bursa: Dollar Tree (DLTR), Macy’s (M), Campbell’s (CPB), REV Group (REVG), J.Jill (JILL), Sprinklr (CXM), Polestar (PSNY)
• Setelah Bursa: Salesforce (CRM), Credo (CRDO), C3.ai (AI), American Eagle (AEO), GitLab (GTLB), HPE, PagerDuty (PD), Asana (ASAN), Figma (FIG), ChargePoint (CHPT)
• Opsi: Tilly’s (TLYS), Asana (ASAN)

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Kamis, 4 September – Hari makro + teknologi besar

• 14:15 – ADP Non-Farm Employment Change
• 14:30 – Unemployment Claims
• 16:00 – ISM Services PMI
• Laporan Keuangan yang Ditunggu:
• Sebelum Bursa: 1-800-Flowers (FLWS), Shoe Carnival (SCVL), Toro (TTC), Endava (DAVA), America’s Car-Mart (CRMT), GIII, Ciena (CIEN), Brady (BRC), Caleres (CAL), Duluth Trading (DLTH)
• Setelah Bursa: Broadcom (AVGO), Lululemon (LULU), DocuSign (DOCU), UiPath (PATH), Samsara (IOT), Braze (BRZE), Guidewire (GWRE), Smith & Wesson (SWBI), Copart (CPRT), ServiceTitan (TITAN)
• Opsi: Duluth (DLTH), Guidewire (GWRE)
• Galaxy Unpacked (Samsung):
• Galaxy S25 FE, Galaxy Tab S11, fokus pada Galaxy AI
• Konferensi:
• 08:15 – Procter & Gamble (PG) – Barclays
• 08:15 – Analog Devices (ADI) – Citi TMT
• 14:50 – Coinbase (COIN) – Citi TMT
• 19:00 – Austan Goolsbee (Fed Chicago)
• Kickoff NFL – Cowboys Eagles
• Estimasi taruhan olahraga: $30M (DKNG, FLUT, MGM)

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Jumat, 5 September – Laporan pekerjaan utama

• 14:30 – Laporan Ketenagakerjaan AS (NFP)
• Perkiraan: +78ribu pekerjaan (vs. 123rb rata-rata 2024)
• Perkiraan pengangguran: 4,3%
• Data lainnya: - Rata-rata pendapatan per jam m/m - Tingkat pengangguran
• Laporan Keuangan yang Ditunggu:
• Sebelum Bursa: ABM Industries (ABM)

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