ChainThink reports that, on August 2, a concentrated release of U.S. macroeconomic data and corporate earnings is expected over the coming week, with market attention focused on the U.S. July non-farm payrolls report to be released on Friday.
This is the first complete employment data report following the Fed's decision to hold rates steady in July, and it will influence market pricing for the interest rate path in September.
On the corporate earnings front, SpaceX (SPCX) will release its first earnings report since going public, followed two days later by the release of its first lock-up shares—up to approximately 9.115 billion shares—with a potential value nearing $100 billion.
AMD, SanDisk, Western Digital, Circle, Palantir, ON Semiconductor, and others will also陆续 release their earnings.
Next week’s key events include: U.S. June JOLTs job openings, factory orders, trade balance, and earnings reports from SpaceX and AMD;
Wednesday: U.S. July ADP employment, ISM non-manufacturing PMI, and earnings from SanDisk, Western Digital, and Circle; Thursday: U.S. initial jobless claims, Challenger job cuts, and SpaceX lock-up expiration;
On Friday, the U.S. July non-farm payrolls and unemployment rate will be released, and Fed officials Musalem and Barkin will deliver speeches.
In addition, the North American AI Industry Summit Ai4 2026 will take place from August 4 to 6, alongside the MS 2026 Flash Summit, where storage manufacturers such as Samsung and SK Hynix will unveil their HBM4E and V-NAND roadmaps.