In July, the three major U.S. equity indices continued to experience volatility. Concerns over the ability of tech giants to monetize their substantial AI-related capital expenditures weighed heavily on AI hardware segments such as semiconductors and memory chips, $Nasdaq Composite Index (.IXIC.US)$ which declined by more than 5% cumulatively during the month; $S&P 500 Index (.SPX.US)$down nearly 1% cumulatively, $Dow Jones Industrial Average (.DJI.US)$ while another rose by nearly 1%.
Looking ahead to August, the U.S. earnings season will continue, with prominent companies such as SpaceX, AMD, Circle, SanDisk, and NVIDIA scheduled to release their results. Additionally, key events to watch in August include the Federal Reserve’s monetary policy meeting minutes and the Jackson Hole Symposium hosted by global central banks.
To help fellow investors better grasp market themes and investment opportunities, Futubull has carefully compiled a list of essential U.S. financial events for August—be sure to bookmark it before reading!
Prominent stocks such as SpaceX, SanDisk, and NVIDIA will successively report earnings.
Leading AI application software stock$Palantir (PLTR.US)$ will announce its earnings after U.S. market hours on August 3 (early morning Beijing time on August 4);
the global CPU giant $Advanced Micro Devices (AMD.US)$ , prominent tech stocks $SpaceX (SPCX.US)$ will release their latest quarterly earnings on August 5 at 12:00 a.m. (after U.S. market hours on August 4).
Stablecoin issuer $Circle (CRCL.US)$ will release its earnings on August 5 (before U.S. market hours on August 5).
Storage chip giant $SanDisk (SNDK.US)$will release its earnings on August 6 at 12:00 a.m. (after U.S. market hours on August 5); additionally, SanDisk announced it will host an investor open house at 9:00 a.m. ET on August 13.
Optical communications leader $Lumentum (LITE.US)$will release its earnings on August 12 at 12:00 a.m. (after U.S. market hours on August 11).
Global AI chip leader$NVIDIA (NVDA.US)$ Will release earnings after the market close on August 26 (Eastern Time), early on August 27.
Employment and inflation data weigh heavily on market sentiment.
A series of key economic indicators will be released, including July nonfarm payrolls, CPI, PPI, and PCE data.
In early August, employment data will set the tone for the market. On Wednesday, August 5, at 8:15 p.m. ET, the U.S. July ADP private-sector employment report—commonly known as 'Small Nonfarm Payrolls'—will be released. This will be followed by the highly anticipated U.S. July nonfarm payrolls and unemployment rate data on Friday, August 7, at 8:30 p.m. ET, which are critical for assessing the current state of the U.S. labor market.
On the inflation front, the most crucial U.S. July CPI data will be released on August 12 at 8:30 p.m. ET, followed by the U.S. July PPI data on August 13, and the U.S. July PCE price index—the inflation gauge most favored by the Federal Reserve—on August 14. These inflation indicators will directly influence market pricing of the Fed’s future policy path.
Jackson Hole Global Central Bank Symposium to convene; markets closely watching Chair Waller’s speech
The Jackson Hole Global Central Bank Symposium will take place from August 27 to 29 in Jackson Hole, Wyoming. Hosted annually by the Federal Reserve Bank of Kansas City, this event serves as a key barometer for global monetary policy. The official theme of this year’s symposium is 'Financial Innovation: Implications for Payments and Policy.' Notably, this marks Federal Reserve Chair Jerome Powell’s first major financial conference since taking office, and markets will closely scrutinize his inaugural speech at the event for potential clues on September policy decisions.
FOMC meeting held this week; minutes to be released on August 20
The Federal Reserve will hold its FOMC meeting this week. Investors widely expect the Fed to remain on hold at this meeting and to raise rates at its September meeting. According to CME Group’s 'FedWatch Tool,' the probability of the Fed holding rates steady in July is 63.7%, while the probability of a cumulative 25-basis-point hike is 36.3%. By September, the probability of unchanged rates drops to 19.6%, with a 55.2% chance of a cumulative 25-basis-point increase and a 25.2% chance of a cumulative 50-basis-point increase. The Fed will release the minutes of this FOMC meeting at 2:00 a.m. Beijing time on August 20.
Google Pixel 11 series launch event scheduled for August 12
At 18:00 Eastern Time on August 12, Google will host its annual Made by Google hardware event for 2026 in New York. The event will unveil four new Pixel 11 series devices at once: the standard Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the newly updated foldable Pixel 11 Pro Fold.
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Editor/Jayden