In July, the three major U.S. equity indices continued to experience volatility. Concerns over tech giants’ ability to monetize their substantial AI-related capital expenditures weighed heavily on U.S. semiconductor and memory chip sectors—the AI hardware segment— $Nasdaq Composite Index (.IXIC.US)$ which declined by more than 5% cumulatively during the month; $S&P 500 Index (.SPX.US)$down nearly 1% cumulatively, $Dow Jones Industrial Average (.DJI.US)$ rose nearly 1%.

Looking ahead to the upcoming August, the U.S. earnings season continues to unfold,with high-profile stocks such as SpaceX, AMD, Circle, SanDisk, and NVIDIAset to report earnings in succession. 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 bankersamong others.
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!

High-profile stocks such as SpaceX, SanDisk, and NVIDIA will report earnings in succession
– a leader in AI application software stocks,$Palantir (PLTR.US)$ will release its earnings results after U.S. market hours on August 3 (early morning Beijing time on August 4);
– Global CPU giant $Advanced Micro Devices (AMD.US)$ , star tech stock $SpaceX (SPCX.US)$ will release its latest quarterly earnings after U.S. market close on August 4 (early morning of August 5 in your local time);
– Storage chip giant $SanDisk (SNDK.US)$ will release earnings after U.S. market close on August 5 (early morning of August 6 in your local time); additionally, SanDisk announced it will host an investor open house at 9:00 a.m. ET on August 13;
– Leading optical communications company $Lumentum (LITE.US)$ will report earnings after U.S. market close on August 11 (early morning of August 12 in your local time);
– Global AI chip giant$NVIDIA (NVDA.US)$ will release its earnings after the U.S. market close on August 26 (early morning of August 27 Eastern Time).
Employment and inflation data are keeping markets on edge.
A series of key economic indicators will be released in succession:including July nonfarm payrolls, CPI, PPI, and PCE data.
In early August, employment data will set the initial tone for markets.On Wednesday, August 5, at 8:15 p.m. ET, the U.S. July ADP private-sector employment report—often dubbed the 'little nonfarm payrolls'—will be released;Immediately following that,On Friday, August 7, at 8:30 p.m. ET, the highly anticipated U.S. July nonfarm payrolls and unemployment rate will be published., which is critical for assessing the current state of the U.S. labor market.
On the inflation front,The critical U.S. July CPI data arrives 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 Federal Reserve’s preferred inflation gauge—on August 14.These inflation indicators will directly influence how markets price in the Fed’s future policy moves.
The Jackson Hole Global Central Bank Symposium takes place, with markets closely watching Waller’s speech.
From August 27 to 29, the Jackson Hole Global Central Bank Symposium will be held in Jackson Hole, Wyoming, USA.The annual symposium hosted by the Federal Reserve Bank of Kansas City is a key barometer for global monetary policy. This year's official theme is 'Financial Innovation: Implications for Payments and Policy.' Notably, this marks the first major financial conference attended by Federal Reserve Chair Waller since taking office, and markets are closely watching his speech for potential clues on September policy direction.
The Federal Reserve's interest rate decision meeting will be held this week, with minutes to be released on August 20.
The Federal Reserve will hold its interest rate decision meeting this week.Investors widely expect the Federal Reserve to hold rates steady at this week’s meeting and hike rates at its September meeting. According to CME Group’s 'FedWatch Tool,' the probability of the Fed keeping rates unchanged in July stands at 63.7%, while the probability of a cumulative 25-basis-point rate hike is 36.3%. By September, the probability of no rate change drops to 19.6%, the chance of a cumulative 25-basis-point hike rises to 55.2%, and the likelihood of a cumulative 50-basis-point increase is 25.2%.At 2:00 a.m. Beijing time on August 20, the Federal Reserve will release the minutes from its latest monetary policy meeting.
Google has scheduled the Pixel 11 series launch event for August 12.
At 6:00 p.m. Eastern Time on August 12, Google will host its 2026 Made by Google hardware launch event 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.

Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
Comments
to post a comment
5
4
