Next Week’s Macro Outlook: SpaceX Reports Earnings, Major Tech Companies Release Results, U.S. Nonfarm Payrolls Data Released

Huoxing Finance reports: On August 2, a dense schedule of macroeconomic data and corporate earnings will be released over the coming week. Market attention is focused on the U.S. July Non-Farm Payrolls report on Friday, the first comprehensive employment data following the Fed’s hold on interest rates in July, which will directly influence market pricing for September rate expectations. Meanwhile, SpaceX is set to release its first earnings report since its IPO, followed two days later by the largest single-stock lock-up expiration in U.S. stock market history (approximately 911.5 million shares), drawing significant attention as a liquidity stress test. AMD, SanDisk, Western Digital, and other AI and storage-related stocks will also陆续 release earnings, serving as key indicators of demand strength for AI chips and storage. The North America’s largest AI industry summit, Ai4 2026 (August 4–6), will coincide with the global flagship storage industry event, MS 2026 Flash Memory Summit, during which storage giants such as Samsung and SK Hynix are expected to unveil their HBM4E and V-NAND technology roadmaps. Key events for next week are outlined below: Monday: Earnings from Palantir, ON Semiconductor, and others Tuesday: U.S. June JOLTs Job Openings, Factory Orders, Trade Balance; SpaceX (SPCX) first earnings report post-IPO; AMD earnings Wednesday: U.S. July ADP Employment, ISM Non-Manufacturing PMI; SanDisk, Western Digital, Circle earnings Thursday: Weekly Initial Jobless Claims and Challenger Job Cuts through August 1; SpaceX’s first batch of restricted shares unlocks (up to approximately 911.5 million shares, with a potential value nearing $100 billion) Friday: U.S. July Non-Farm Payrolls and Unemployment Rate; Fed officials Musalem and Barkin deliver speeches