The Fed raises interest rates for the first time in three years! How will the market react?
In September, the US stock market will face a series of major events: Apple's fall launch event, Tesla's dedicated Cybercab unveiling, Alibaba's Apsara Conference, and Meta Connect 2026 will roll out successively. Broadcom will also release its earnings report. Meanwhile, a batch of US 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 must-know financial events for the US stock market in September.
![In September, the US stock market will face a series of major events: Apple's fall launch event, Tesla's dedicated Cybercab unveiling, Alibaba's Apsara Conference, and Meta Connect 2026 will roll out successively. Broadcom will also release its earnings report. Meanwhile, a batch of US 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 must-know financial events for the US stock market in September. September 1, $Apple (AAPL.US)$Official leadership transition:Tim Cook will step down as CEO and transition to Executive Chairman, with hardware chief Tim Miller officially taking over. This marks Apple's most significant governance change in over a decade. The market will closely watch Miller's subsequent strategic shifts in AI product pacing, capital expenditure,[Share Link: Mergers and Acquisitions]and overall management style. Apple will also hold its largest annual launch event at 1:00 AM Beijing time on September 10.Apple's media invitation for this year 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, Come Shine"—where "New Chapter" refers to the first launch event under Miller's tenure as Apple CEO. At that time, Apple will unveil several core products that contribute to the majority of the company's revenue, including the launch of its first foldable iPhone, marking the iPhone's...](https://nnqimage.futunn.com/sns_client_feed/900104/20260828/web-1787908551575-FHbKGcX4sI.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
September 1, $Apple (AAPL.US)$Official leadership transition:Tim Cook will step down as CEO and transition to Executive Chairman, with hardware chief Tim Miller officially taking over. This marks Apple's most significant governance change in over a decade. The market will closely watch Miller's subsequent strategic shifts in AI product pacing, capital expenditure,Mergers and Acquisitionsand overall management style.
Apple will also hold its largest annual launch event at 1:00 AM Beijing time on September 10.Apple's media invitation this year features the slogan "Surprise and shine," along with an Apple logo radiating sunlight. The translation on Apple China's official Weibo is more direct—"Brighten a new chapter, come to shine"—where "new chapter" refers to the first launch event under Ternus as Apple's CEO. At that time, Apple will introduce several core products that contribute significantly to the company's revenue, including its first foldable iPhone, representing the biggest design overhaul 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 smartphones.
Beijing time, September 3(After market close on September 2, Eastern Time), $Broadcom (AVGO.US)$ will announce its earnings report.
On September 3, Eastern Time, $Tesla (TSLA.US)$the Cybercab launch event will be held.Tesla previously announced that it would hold a dedicated launch event at its headquarters in Austin, Texas, to officially unveil the steering-wheel-free autonomous taxi, Cybercab. This marks the transition of Robotaxi from the mass production and road testing phase to public release and operational implementation. This is a "new species" level launch for Tesla's product line. Coupled with Musk's revelation in late August that the design of Optimus V3 has been finalized and the supplier's 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, the US stock market will be closed for Labor Day.
On September 10, $Taiwan Semiconductor (TSM.US)$the consolidated revenue report for August will be released as scheduled.Taiwan Semiconductor reported July revenue of NT$467.58 billion, representing a year-on-year increase of 44.7% and a month-on-month rise of 5.6%. On a cumulative basis, the company's revenue for the first seven months of this year has reached NT$2.87 trillion. Data released on September 10 will further validate production capacity and order strength for AI accelerators (including Blackwell, Maia, Trainium, etc.), serving as a key "barometer" for the entire AI semiconductor supply chain.

Chart: Taiwan Semiconductor's Monthly Revenue Data for 2026
Ahead of the September interest rate decision, a series of major US economic data releases are scheduled:These include August ADP employment figures, non-farm payrolls, PPI, CPI, and retail sales data. These indicators will directly influence market pricing of the Federal Reserve's subsequent policy moves.
– September 2 (Wednesday) at 20:15: Release of August ADP Employment Change ("Small Non-Farm");
– September 10 (Thursday) at 20:30: Release of August PPI data,
– September 11 (Friday) at 20:30: Release of August CPI data;
- August retail sales data will be released at 8:30 PM on Wednesday, September 16.
At 2:00 AM on September 17, the Federal Reserve's FOMC will announce its interest rate decision and Summary of Economic Projections; subsequently, at 2:30 AM, 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 themes covering financial innovation and payment policies. The market views the Jackson Hole symposium as the most critical window for policy signals ahead of the September meeting.
Friday, September 18, is Triple Witching Day for US stocks,also known as "Triple Witching Hour." It is a unique timing event in the US stock market, occurring on the third Friday of March, June, September, and December each year. On this day,stock index futures, stock index options, and single-stock optionsthese three types of derivative contracts expire and settle simultaneously. The large-scale closing and rolling over of positions, combined with hedging adjustments by market makers, often boosts trading volume and exacerbates short-term stock price volatility; market fluctuations are most concentrated in the hour before the close.
On September 22, $Alibaba (BABA.US)$the Shareholders' Meeting and the Apsara Conference will be held,making late September the week with the densest AI narrative for Alibaba throughout the year, and the period under the closest scrutiny from capital markets.
The Annual General Meeting of Shareholders 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/issuance.
Meanwhile, the Alibaba Apsara Conference kicks off, running for three days (September 22–24). The main Apsara forum will outline Alibaba's strategies, 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 products.Related News: "Apsara Conference 2026 to Focus Corely on Agentic AI"
From September 23 to 24, $Meta Platforms (META.US)$ Connect 2026 will be held, with Founder and CEO Zuckerberg delivering the keynote address on September 23 Eastern Time. Officials have clarified that the event will showcase the latest breakthroughs in artificial intelligence technology, smart glasses, and virtual reality. Earlier, Zuckerberg posted a teaser image on social media, hinting at the imminent unveiling of new smart glasses.
![In September, the US stock market will face a series of major events: Apple's fall launch event, Tesla's dedicated Cybercab unveiling, Alibaba's Apsara Conference, and Meta Connect 2026 will roll out successively. Broadcom will also release its earnings report. Meanwhile, a batch of US 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 must-know financial events for the US stock market in September. September 1, $Apple (AAPL.US)$Official leadership transition:Tim Cook will step down as CEO and transition to Executive Chairman, with hardware chief Tim Miller officially taking over. This marks Apple's most significant governance change in over a decade. The market will closely watch Miller's subsequent strategic shifts in AI product pacing, capital expenditure,[Share Link: Mergers and Acquisitions]and overall management style. Apple will also hold its largest annual launch event at 1:00 AM Beijing time on September 10.Apple's media invitation for this year 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, Come Shine"—where "New Chapter" refers to the first launch event under Miller's tenure as Apple CEO. At that time, Apple will unveil several core products that contribute to the majority of the company's revenue, including the launch of its first foldable iPhone, marking the iPhone's...](https://nnqimage.futunn.com/sns_client_feed/900104/20260827/web-1787835911036-3odvIVypXw.webp/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
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
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