Overview of Key Schedules for the New Week
COMPUTEX 2026 (Taipei International Computer Exhibition) will be held, with industry giants such as NVIDIA, AMD, and Intel gathering together.
COMPUTEX 2026 (Taipei International Computer Exhibition) will take place in Taipei this week. Under the theme “AI Together,” the event will center on artificial intelligence and showcase the latest advancements across multiple domains, including chips and racks (GPU/CPU/LPU), interconnect technologies (CPO/midplane), 800V DC power supplies, liquid cooling, edge devices, AI hardware, robotics, and embodied intelligence.
$NVIDIA(NVDA.US)$ 、 Advanced Micro Devices (AMD.US) 、 $Intel (INTC.US)$ 、 Qualcomm (QCOM.US) 、 $Arm Holdings(ARM.US)$ 、 $Marvell Technology (MRVL.US)$ Numerous industry giants will gather together, with thousands of exhibitors expected to participate—making it the largest edition in the event’s history.
NVIDIA will kick off its GTC Taipei conference on June 1, where Jensen Huang will deliver a keynote address unveiling technological breakthroughs powering the next generation of AI. Market expectations suggest that NVIDIA’s focus at COMPUTEX 2026 will likely center on data center products, such as the Vera Rubin platform and Vera CPU, as well as its investments in robotics and industrial AI applications. Additionally, NVIDIA will launch a new PC chip for Windows-based computers, with manufacturers like Microsoft and Dell expected to roll out devices powered by this new chip immediately.
Intel is expected to host a supply chain reception on the evening of June 1, followed by a keynote speech from CEO Lip-Bu Tan at COMPUTEX on June 2, where he may reveal the company’s future strategic direction. On the AMD front, CEO Lisa Su arrived in Taiwan on May 20, and the market anticipates that the company will unveil the latest developments in its data center business at COMPUTEX, including the upcoming Helios server rack, which will directly compete with NVIDIA’s NVL72 rack.
[Related Reading]Focus on June 1! Jensen Huang Opens COMPUTEX 2026—Which Companies Should Be Closely Watched?
Key macroeconomic data releases—including nonfarm payrolls, ADP’s “Little Nonfarm” employment report, and the ISM Manufacturing Index—are being published sequentially.
As the first week of June, it will—by convention—bring a wave of macroeconomic data releases. Among these, the U.S. Maynon-farm payroll datadata to be released on Friday will be the highlight.
The U.S. ISM Manufacturing Purchasing Managers’ Index will be released on Monday, with analysts looking for signs of whether economic activity is stabilizing or slipping further into contraction territory.
On Tuesday, investors will turn their attention to the JOLTS job openings report, one of the Federal Reserve's preferred indicators for gauging labor market tightness.
On Wednesday, the ADP employment report—often dubbed the 'Little NFP'—will be released, offering an early preview of private-sector hiring ahead of Friday’s official nonfarm payrolls data, followed by the ISM Services Purchasing Managers’ Index.
Weekly initial jobless claims will be released on Thursday. The figure remains near historic lows, leading many economists to describe the labor market as exhibiting notable resilience.
The focal point will be Friday’s nonfarm payrolls report, which provides the most comprehensive assessment of hiring, unemployment, and wage growth—all key inputs for Federal Reserve policy decisions. According to FactSet, economists expect the U.S. economy to have added approximately 100,000 jobs in May, down from 115,000 in April. The unemployment rate is projected to hold steady at 4.3%.
The next round of U.S.-Iran talks may take place on June 5.
According to a May 24 report by CCTV International News citing media sources, informed sources revealed that the next round of talks between the United States and Iran could be held on June 5. Once final agreement negotiations commence, both sides will dispatch their chief negotiators to participate.
U.S.-Iran negotiations have entered a critical phase of back-and-forth bargaining. After reviewing a draft agreement finalized by his negotiating team with Iran, Trump demanded revisions to several provisions, triggering a new round of iterative negotiations and casting uncertainty over the timeline for signing the deal. According to two informed sources, Trump’s requested changes primarily concern two aspects: first, the specific arrangements for the disposition of enriched uranium, including how the U.S. would obtain the relevant nuclear material and the associated timelines; and second, the wording regarding the reopening of the Strait of Hormuz.
According to China Central Television (CCTV) News, on May 30 local time, several U.S. officials revealed that President Trump has substantially revised and tightened the terms of a non-binding memorandum of understanding aimed at ending hostilities between the United States and Iran. The revised text has been submitted to Iran for review.
Some analysts suggest that Trump’s revisions may partly reflect tactical considerations—by demanding tougher terms, he seeks to pressure Iran into accepting the original framework already submitted to Supreme Leader Mojtaba Khamenei for review. However, the report also notes that any textual modifications could cause further delays.
Microsoft’s annual developer conference is expected to launch a series of new AI models.
Microsoft (MSFT.US) Microsoft will host its Build 2026 developer conference at Fort Mason in San Francisco on June 2–3, with a focus on practical applications of cutting-edge AI technologies. The company is expected to unveil a suite of proprietary AI models, including a specialized programming model designed to enhance the competitiveness of its code assistant, GitHub Copilot. This marks an acceleration in Microsoft’s in-house AI development strategy.
The array of models Microsoft plans to release covers multiple functional domains. In addition to the code-specific model, it will introduce several new models with varying parameter scales, each tailored for distinct use cases such as speech transcription, logical reasoning, audio processing, and image generation. These models are all iterative upgrades based on Microsoft’s proprietary architectures showcased earlier this year.
Meituan and Broadcom will report earnings, while optical communication stocks Credo Technology and Ciena will also be in the spotlight.
Earnings reports: $Broadcom (AVGO.US)$ Broadcom is scheduled to release its fiscal Q2 2026 earnings after U.S. market close on June 3. Market consensus expects the results to deliver a positive new narrative for the AI boom, amid the current surge in custom chip development by major tech firms.
Additionally, leading optical communication companies $Credo Technology(CRDO.US)$ 、 $Ciena(CIEN.US)$ will all make appearances, along with AI server manufacturers Hewlett Packard Enterprise (HPE.US) , commercial satellite firms $Planet Labs PBC(PL.US)$ , and cybersecurity stocks $CrowdStrike(CRWD.US)$ among others, which will release their earnings reports.
On the Hong Kong stock market side, $Meituan-W(03690.HK)$ Meituan will announce its first-quarter 2026 results after the close of Hong Kong market trading on June 1. The market expects revenue of approximately RMB 91.108 billion, an increase of 5.26% year-over-year, with an expected earnings per share of -RMB 1.60. As the subsidy-driven competition gradually subsides and the competitive landscape becomes more rational, Meituan’s path toward profitability recovery has become a key focus for investors.
SpaceX will kick off its U.S. IPO roadshow on June 4, while Unitree Technology’s A-share STAR Market IPO will go before the listing committee on June 1.
In new listings news, reports indicate that SpaceX will launch its roadshow on June 4 and could list as early as June 12 on Nasdaq, with an expected fundraising size of up to USD 80 billion or more, potentially making it the largest IPO in history.
Additionally, quantum computing standout Quantinuum is expected to price its IPO after market close on Wednesday and officially debut on the U.S. stock market on Thursday. According to Quantinuum’s prospectus, the company plans to issue 21.05 million Class A ordinary shares in the IPO, with a proposed price range of USD 45 to USD 50 per share. At the high end of the range, Quantinuum would raise USD 1.05 billion and achieve a valuation of approximately USD 13 billion.
The Listing Examination Committee of the Shanghai Stock Exchange has scheduled its 31st Listing Examination Committee Review Meeting for 2026 on June 1, 2026, to review the initial public offering (IPO) of Unitree Technology Co., Ltd.
On the Hong Kong stock market side, $Shougang Bioferm (02553.HK)$、 $Lung Fung Group (02290.HK)$ 、 $Tianchen Bio-B (01779.HK)$ 、 $Dajin Heavy Industry (01081.HK)$ will officially list on the Hong Kong Stock Exchange this week.
Powell makes first public appearance since leaving office; Fed releases Beige Book
Fed Governor Powell will attend the “Kennedy Profile in Courage Award” ceremony and deliver acceptance remarks early Monday Beijing time. He was awarded for “resisting pressure from the White House and defending the Fed’s independence,” marking his first public appearance since Kevin Warsh assumed the role of Fed Chair. Additionally, Minneapolis Fed President Kashkari, Cleveland Fed President Mester, and San Francisco Fed President Daly are scheduled to speak this week.
At 2:00 a.m. Beijing time on Thursday, the Federal Reserve will release its Beige Book, from which observers will assess recent developments in the U.S. economy.
China RatingDog Manufacturing PMI and South Korea’s trade data to be released; Bank of Japan Governor Kazuo Ueda to speak
China's May RatingDog Manufacturing PMI will be released on June 1. According to data published by the National Bureau of Statistics, China's official Manufacturing PMI for May stood at 50.0%, down 0.3 percentage points from the previous month, right at the threshold level. On June 7, China will release its foreign exchange reserves data for May, following the People's Bank of China’s eighteenth consecutive month of gold purchases.
South Korea will also release its May trade and inflation data this week, reflecting the impact of soaring memory chip prices and oil costs on the economy. Driven by robust demand for AI semiconductors, South Korean exports likely accelerated in May. Bloomberg estimates export growth rose 55.5% year-over-year, up from April’s 48.0%.
Bank of Japan Governor Kazuo Ueda will deliver a speech on Wednesday. Against the backdrop of Japan’s record-breaking foreign exchange interventions struggling to support the yen, any remarks expressing concern over inflation risks could further strengthen expectations for a rate hike in June.
Key earnings calendar for the new week.
Monday (June 1)
Keywords: Jensen Huang speech; Meituan/Credo/Hewlett Packard Enterprise earnings; China RatingDog and U.S. ISM Manufacturing PMI
On the economic data front, China’s May RatingDog Manufacturing PMI, South Korea’s May trade balance, the final reading of the eurozone’s May Manufacturing PMI, and the U.S. May ISM Manufacturing PMI will all be released.
09:45 — China May RatingDog Manufacturing PMI
22:00 — U.S. May ISM Manufacturing PMI
On major events, $NVIDIA(NVDA.US)$ CEO Jensen Huang will deliver a keynote speech at 11:00 AM Beijing time. Federal Reserve Governor Powell will attend the 'Kennedy Profile in Courage Award' ceremony and deliver acceptance remarks in the morning Beijing time.
On the earnings front, Hong Kong-listed stocks $Meituan-W(03690.HK)$ will release earnings reports, $Credo Technology(CRDO.US)$、 Hewlett Packard Enterprise (HPE.US) will release earnings after the U.S. stock market closes.
Tuesday (June 2)
Keywords: Intel CEO Lip-Bu Tan’s keynote speech, Microsoft Build developer conference
On the economic data front, the Eurozone’s May month-over-month CPI, South Korea’s May CPI, and the U.S. April JOLTs job openings data will be released.
22:00 — U.S. April JOLTs Job Openings
Earnings reports: $Victoria's Secret (VSCO.US)$ released its earnings report before the US stock market opened, $Gitlab(GTLB.US)$ will release earnings after the U.S. stock market closes.
On major events, $Intel (INTC.US)$ CEO Lip-Bu Tan will deliver a keynote speech at COMPUTEX; Microsoft (MSFT.US) The Build 2026 developer conference will be held in San Francisco on June 2–3.
In terms of new stocks,$Shougang Bioferm (02553.HK)$ will commence grey market trading.
Wednesday (June 3)
Keywords: U.S. ADP Employment Change, Broadcom/CrowdStrike earnings
On the economic data front, the following releases are scheduled: China’s May RatingDog Services PMI, Eurozone’s final May Services PMI, Eurozone’s April PPI, U.S. May ADP Employment Change, U.S. final May S&P Global Services PMI, and U.S. final May S&P Global Services PMI.
09:45 — China’s May RatingDog Services PMI
20:15 — U.S. May ADP Employment Change
21:45 — U.S. final May S&P Global Services PMI
22:00 — U.S. May ISM Non-Manufacturing PMI
On major events, Bank of Japan Governor Kazuo Ueda delivered a public speech.
On the earnings front, Hong Kong-listed stocks Zhihu-W (02390.HK) will release earnings reports, $Medtronic (MDT.US)$ released its earnings report before the U.S. stock market opened, $Broadcom (AVGO.US)$ 、 $CrowdStrike(CRWD.US)$ released its earnings report after the U.S. stock market closed.
Regarding IPOs, $Shougang Bioferm (02553.HK)$ Officially listed on the Hong Kong Stock Exchange.
Thursday (June 4)
Keywords: U.S. initial jobless claims, SpaceX IPO roadshow, Ciena/Planet Labs earnings
On the economic data front, the eurozone's April retail sales month-over-month rate, U.S. May Challenger job cuts, and U.S. initial jobless claims for the week ending May 30 will be released.
19:30 — U.S. May Challenger job cuts
20:30 — U.S. initial jobless claims for the week ending May 30
Key developments include the Federal Reserve's release of the Beige Book and reports that SpaceX has commenced its IPO roadshow.
Earnings reports: $Ciena(CIEN.US)$ released its earnings report before the US stock market opened, $Lululemon Athletica(LULU.US)$ 、 $Planet Labs PBC(PL.US)$ will release earnings after the U.S. stock market closes.
In terms of new stocks,$Lung Fung Group (02290.HK)$ 、 $Tianchen Bio-B (01779.HK)$ 、 $Dajin Heavy Industry (01081.HK)$ will open for grey-market trading; quantum computing standout company $Quantinuum (QNT.US)$ officially listed on the U.S. stock market.
Friday (June 5)
Keywords: U.S. nonfarm payrolls, U.S.-Iran talks
On the economic data front, the eurozone’s revised year-on-year GDP growth rate for Q1 and the U.S. nonfarm payrolls report for May will be released.
20:30, U.S. unemployment rate for May
20:30, U.S. nonfarm payrolls for May, seasonally adjusted
On major developments, the next round of U.S.-Iran talks may take place on June 5.
In terms of new stocks,$Lung Fung Group (02290.HK)$ 、 $Tianchen Bio-B (01779.HK)$ 、 $Dajin Heavy Industry (01081.HK)$ has officially listed on the Hong Kong Stock Exchange.
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Wishing all fellow investors a successful week ahead!
Editor/Jayden