Isnin, 11 Ogos 2025
- Keputusan: Monday.com (MNDY), Oklo (OKLO), Archer Aviation (ACHR).
- IPO: Bullish (BLSH) — sasaran kutipan $629 juta (nilai > $4.2B).
- Akhir tempoh senyap: Aura Minerals (AUGO), Robot Consulting (LAWR), Mega Fortune (MGRT), K-Tech Solutions (KMRK).
- Akhir lock-up: Sailpoint (SAIL), Karman Holdings (KRMN).
- Dividen: Tarikh ex untuk Apple (AAPL), Ford (F), Target (TGT).
- Persidangan: Microsoft 365, Copilot/AI & Power Platform Conference.
Selasa, 12 Ogos 2025
Makro (14:30):
- Core CPI m/m → Dijangka 0.3% (Sebelum 0.2%)
- CPI m/m → Dijangka 0.2% (Sebelum 0.3%)
- CPI y/y → Dijangka 2.8% (Sebelum 2.7%)
Syarikat & Acara:
- Keputusan: Coreweave (CRWV), Circle Internet (CRCL), CAVA Group (CAVA), Pony AI (PONY), Cardinal Health (CAH).
- Pergerakan dijangka: Grail (GRAL), Rigetti Computing (RGTI), Sea Limited (SE).
- Tamat jeda tarif AS/China.
- Persidangan: Deutsche Bank Transportation (FDX, CHRW, UPS, NSC),
J.P. Morgan Auto (APTV, FFAI, DAN, CWH),
Oppenheimer Tech Internet & Communications (IAC, IRDM, VLN). - FDA: Keputusan tentang brensocatib (Insmed/AstraZeneca).
- OPEC: Laporan bulanan (+548k b/h pada Ogos).
- 10:00: Ucapan Thomas Barkin (Fed Richmond).
- 14:00: Bajet bulanan AS.
Rabu, 13 Ogos 2025
- Keputusan: Cisco (CSCO), Brinker International (EAT), Dlocal (DLO), Coherent (COHR).
- Volatiliti dijangka: Ibotta (IBTA), Fossil (FOSL).
- Mesyuarat pelabur: MercadoLibre (MELI) bersama Morgan Stanley.
- Persidangan: Arista Networks (ANET) di J.P. Morgan Hardware & Semis Forum.
- 13:00: Ucapan Austan Goolsbee (Fed Chicago).
- 13:30: Ucapan Raphael Bostic (Fed Atlanta).
- 16:30: Panggilan persidangan Cisco.
Khamis, 14 Ogos 2025
Makro (14:30):
- Core PPI m/m → Dijangka 0.2% (Sebelum 0.0%)
- PPI m/m → Dijangka 0.2% (Sebelum 0.0%)
- Tuntutan pengangguran → Dijangka 220K (Sebelum 226K)
Syarikat & Acara:
- Keputusan: Applied Materials (AMAT), Deere (DE), Tapestry (TPR), JD.com (JD).
- Volatiliti dijangka: Advance Auto Parts (AAP), TMC the metals company (TMC).
- Pelancaran: EA Sports Madden 2026 (EA) — PS5, Xbox Series X|S, PC, Nintendo Switch 2.
- Tarikh akhir: Laporan posisi 13F (akhir S1) untuk dana lindung nilai.
- 10:00: Hari Pelabur IDEXX Laboratories (IDXX).
Jumaat, 15 Ogos 2025
Makro (14:30):
- Jualan runcit teras m/m → Dijangka 0.3% (Sebelum 0.5%)
- Jualan runcit m/m → Dijangka 0.5% (Sebelum 0.6%)
- Indeks Pembuatan Empire State → Dijangka -1.2 (Sebelum 5.5)
Makro (16:00):
- Awal Sentimen Pengguna UoM → Dijangka 62.2 (Sebelum 61.7)
- Awal Jangkaan Inflasi UoM → Dijangka 4.5%
Syarikat & Acara:
- Keputusan: Flowers Foods (FLO).
- Volatiliti dijangka: Sharplink Gaming (SBET).
- Konteks runcit: Meliputi kesan Amazon Prime Day dan promosi lain.
