Weekly Macro Outlook: SpaceX's First Earnings Report, Major Lockup Expiry, AMD, SanDisk, Western Digital Earnings Releases, and US July Non-Farm Payrolls Data发布

BlockBeats News, August 2nd. In the coming week, a slew of macroeconomic data and corporate earnings reports are set to be released. The market's focus is on Friday's U.S. July nonfarm payroll report, which is the first complete employment data following the Fed's hold in July and will directly impact the market's pricing of the September rate path. Meanwhile, after SpaceX's IPO, its first earnings report is about to be released, followed by the largest single-stock unlock in U.S. stock market history (approximately 9.115 billion shares) two days later, drawing attention to liquidity pressure. AMD, SanDisk, Western Digital, and other AI and storage-related targets will also sequentially announce their performance, becoming important indicators to gauge the heat of AI chip and storage demand. The largest AI industry summit in North America, Ai4 2026 (August 4-6), will be held concurrently with the global storage industry's flagship event, MS 2026 Flash Memory Summit, where storage giants such as Samsung and SK Hynix will also unveil their HBM4E and V-NAND technology roadmaps. A preview of the key events next week is as follows:

Monday

Palantir, AMD earnings reports

Tuesday

U.S. June JOLTs Job Openings, Factory Orders, Trade Balance

SpaceX (SPCX) first earnings report post-IPO

AMD earnings report

Wednesday

U.S. July ADP Employment Change, ISM Non-Manufacturing PMI

SanDisk, Western Digital, Circle earnings reports

Thursday

U.S. Initial Jobless Claims up to August 1st, Challenger Job Cuts

SpaceX's first batch of lock-up shares released (up to approximately 9.115 billion shares, with a potential value of nearly a trillion dollars)

Friday

U.S. July Nonfarm Payrolls, Unemployment Rate

Fed Officials Mester and Bostic deliver speeches