In September, the U.S. equity market will witness a series of major events: Apple’s autumn launch event, Tesla’s dedicated Cybercab unveiling, Alibaba’s Apsara Conference, and Meta Connect 2026 will take place in succession. Broadcom will also release its earnings report. Meanwhile, a batch of U.S. economic data will be published, and the Federal Reserve’s FOMC interest rate decision will be announced.
To help fellow investors better grasp the main market themes and investment opportunities, Futubull has carefully curated a list of essential U.S. stock market financial events for September.
On September 1, $Apple (AAPL.US)$ Leadership transition officially takes place: Tim Cook will step down as CEO and assume the role of Executive Chairman, with hardware chief John Ternus formally taking over. This marks the most significant governance change at Apple in over a decade. The market will closely monitor subsequent shifts in Ternus’s approach regarding AI product pacing, capital expenditure, and mergers and acquisitions.
Apple will also hold its largest annual launch event at 1:00 AM Beijing time on September 10. This year’s media invitation features the slogan “Surprise and shine,” along with an Apple logo radiating sunlight. The translation on Apple China’s official Weibo is more direct—“Bright New Chapter, Shine Brilliantly”—with “New Chapter” referring to the first launch event under Ternus’s tenure as Apple CEO. At that time, Apple will introduce several core products that contribute the majority of the company’s revenue, including its first foldable iPhone, representing the most significant design change in the 20 years since the iPhone’s debut. It will also launch the iPhone 18 Pro and Pro Max as successors to the current high-end smartphone models.
At Beijing time on September 3 (after market close on September 2, U.S. Eastern Time), $Broadcom (AVGO.US)$ will release its earnings report.
On September 3, U.S. Eastern Time, $Tesla (TSLA.US)$Tesla will hold its Cybercab launch event. Tesla previously announced that it would host a dedicated event at its headquarters in Austin, Texas, to officially unveil the steering-wheel-free autonomous taxi, the Cybercab. This marks the transition of Robotaxi from the mass production/road testing phase to public release and operational deployment. This is a “new species” level launch within Tesla’s product line. Coupled with Musk’s revelation at the end of August that the Optimus V3 design has been finalized and suppliers’ target of producing 1,000 units per week starting in September, the dual narrative of robotics and autonomous taxis serves as the biggest catalyst for Tesla in September.Related News: "Tesla Officially Announces! Cybercab Launch Event to Be Held in Austin on September 3"
On September 3 at 02:00, the Federal Reserve will release the Beige Book on economic conditions.
On September 7, U.S. stock markets will be closed for one day in observance of Labor Day.
September 10, $Taiwan Semiconductor (TSM.US)$ Scheduled release of the consolidated revenue report for August. Taiwan Semiconductor reported revenue of NT$467.58 billion in July, representing a year-on-year increase of 44.7% and a month-on-month increase of 5.6%. On a cumulative basis, Taiwan Semiconductor's total revenue for the first seven months of this year has reached NT$2.87 trillion. The data to be released on September 10 will further validate production capacity and order strength for AI accelerators (including Blackwell, Maia, Trainium, etc.), serving as a "thermometer" for the entire artificial intelligence semiconductor supply chain.
Ahead of the September interest rate decision, a series of key U.S. economic data releases are scheduled, including the August ADP employment change, non-farm payrolls, PPI, CPI, and retail sales figures. These indicators will directly influence market pricing of the Federal Reserve's subsequent policy moves.
On Wednesday, September 2, at 20:15, the August ADP employment change (often referred to as "small non-farm") will be released;
On Friday, September 4, at 20:30, the August non-farm payrolls and unemployment rate data will be released;
On Thursday, September 10, at 20:30, the August PPI data will be released,
August CPI data will be released at 20:30 on the evening of September 11 (Friday).
August retail sales data will be released at 20:30 on the evening of September 16 (Wednesday).
At 02:00 on September 17, the Federal Reserve's FOMC will announce its interest rate decision and the Summary of Economic Projections. Subsequently, at 02:30, Fed Chair Walsh will hold a press conference on monetary policy. According to the latest CME FedWatch data as of August 26, the probability of holding rates steady in September is 60.4%, while the probability of a 25-basis-point hike is 39.6%. For October, the probabilities are 45.7% for holding steady, 44.7% for a 25-basis-point hike, and 9.7% for a 50-basis-point hike. Fed Chair Walsh will deliver the keynote address at the Jackson Hole Annual Symposium on August 28, with topics covering financial innovation and payment policies. The market views the Jackson Hole symposium as the most important window for policy signals ahead of the September meeting.
September 18 (Friday) is Triple Witching Day for U.S. stocks. It is a unique timing feature of the U.S. equity market, occurring on the third Friday of March, June, September, and December each year. On this day, contracts for stock index futures, stock index options, and single-stock options expire and settle simultaneously. The unwinding and rolling over of large volumes of contracts, combined with hedging and rebalancing by market makers, often boost trading volume and exacerbate short-term stock price volatility, with the most concentrated price fluctuations occurring in the hour before the close.
September 22, $Alibaba (BABA.US)$The concurrent holding of the Annual General Meeting and the Apsara Conference makes late September the week with the most intensive AI narrative for Alibaba and the period under the closest scrutiny from capital markets.
The Annual General Meeting will be held at 20:00 Beijing time on September 22. The agenda includes shareholder voting items such as the election of Directors, reappointment of auditors, and authorization for share repurchases and issuances.
Meanwhile, the Alibaba Apsara Conference will open, running for three days (September 22–24). The main Apsara forum will outline Alibaba's strategy, perspectives, and latest achievements in the AI era. The main technology forum will deconstruct the five-layer full-stack technology around models, Agents, and Agentic Cloud, releasing Alibaba Cloud's core technologies and annual product lineup.Related Information: "2026 Apsara Conference to Focus Core Attention on Agentic AI"
September 23 to 24, $Meta Platforms (META.US)$ The Connect 2026 conference will be held, with Founder and CEO Zuckerberg scheduled to deliver a keynote address on September 23, Eastern Time. Officials have confirmed that the event will showcase the latest breakthroughs in artificial intelligence, smart glasses, and virtual reality. Earlier, Zuckerberg posted a teaser image of new products on social media, hinting at the imminent unveiling of all-new smart glasses.
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