This week, three big stories are colliding at once in the U.S. stock market. Nvidia and Marvell Technology — two of the biggest names in artificial intelligence — report earnings that could confirm or challenge the multi-year AI spending boom. Meanwhile, new Federal Reserve Chair Kevin Warsh steps up to the podium at the Jackson Hole Economic Symposium on Friday for his very first major speech as chair, in a moment markets are treating as the single biggest event of the week. On top of all that, an escalating tariff dispute between the U.S. and Canada is already rattling the auto industry.
With the S&P 500 sitting at a record high, this is a week that could set the tone for the rest of the quarter. Below is a plain-English breakdown of the 10 U.S. stocks to watch, the economic and earnings calendars behind them, and the risks worth keeping an eye on — with a clear line drawn between what’s confirmed and what’s simply expected.
Quick Answer: What to Know Before Monday’s Open
Nvidia reports earnings after the close on Wednesday, August 26, with Wall Street expecting somewhere between $93 billion and $95 billion in revenue against management’s own guidance of roughly $91 billion. Marvell Technology follows on Thursday with one of the highest-conviction earnings setups of the week. The single biggest event, though, is Friday, when new Fed Chair Kevin Warsh delivers his first Jackson Hole speech at 8:00 a.m. ET — a moment that could move interest rates and stock prices more than any individual earnings report this week. Layered on top: Salesforce, CrowdStrike, and Workday test whether software companies are winning from AI or losing to it, Dollar General and Dollar Tree offer a real-time read on stretched consumers, and Ford is caught in the middle of a live U.S.–Canada tariff dispute.
Why This Week Matters
The S&P 500 recently closed at a record high of 7,814.88, powered by cooling inflation (July’s headline CPI rose just 0.1% month-over-month) and a second straight quarter of S&P 500 earnings growth above 20% year-over-year. Full-year 2026 earnings growth for the index is now tracking near 30%. That’s the good news. The catch is that this rally rests heavily on a small handful of stocks: the so-called “Magnificent Seven” — Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla — make up roughly 35% of the S&P 500’s total value but an estimated 58% of the index’s total risk, according to research from HDFC TRU. In plain terms, even if you only own a broad index fund, your portfolio is more exposed to a single disappointing Nvidia earnings report than the headline diversification of “500 companies” might suggest.
The market opened the week on shaky footing. On Monday, August 24, the S&P 500 slipped 0.3% and the Nasdaq Composite fell 0.8% after reports that Nvidia plans to raise prices on certain AI server components triggered a broad semiconductor and memory-chip selloff. The Dow Jones Industrial Average, less exposed to tech, rose 0.3% on the day. Adding to the tension, Treasury Secretary Scott Bessent unveiled a new package of Iran sanctions (“Operation Economic Outcast”), and President Trump threatened to raise tariffs on Canadian autos, auto parts, and steel to 50% starting January 1, 2027, after weekend trade talks broke down — a move that immediately hit Ford, Stellantis, and General Motors shares.
On interest rates, the Federal Reserve has held its benchmark rate at 3.50%–3.75%, and futures markets are broadly pricing in a pause or only modest rate cuts by the fourth quarter of 2026. That’s the backdrop Fed Chair Kevin Warsh steps into on Friday for his first Jackson Hole keynote since being appointed in May. Two-year Treasury yields have already risen roughly 11 basis points since his appointment as markets try to gauge his policy leanings — which is exactly why this speech carries so much weight.
This Week’s U.S. Economic Calendar
Two days matter most on the calendar: Wednesday, when core inflation data lands directly ahead of the Fed’s biggest speech of the year, and Friday, when that speech actually happens.
| Date | Time (ET) | Event | Importance |
|---|---|---|---|
| Mon, Aug 24 | — | Chicago Fed National Activity Index (Jul) | Medium |
| Tue, Aug 25 | 9:00 AM | S&P Case-Shiller Home Price Index (Jun) | Medium |
| Tue, Aug 25 | 10:00 AM | Consumer Confidence Index (Aug) / New Home Sales (Jul) | High |
| Tue, Aug 25 | 10:00 AM | Richmond Fed Manufacturing Index (Aug) | Medium |
| Wed, Aug 26 | 8:30 AM | Core PCE Price Index (Jul) — the Fed’s preferred inflation gauge | Very High |
| Wed, Aug 26 | 8:30 AM | Durable Goods Orders (Jul) / GDP, Second Estimate (Q2) | High |
| Thu, Aug 27 | 8:30 AM | Weekly Jobless Claims (week of 8/22) | Medium-High |
| Thu, Aug 27 | — | Jackson Hole Symposium opens (Kansas City Fed) | Very High |
| Fri, Aug 28 | 10:00 AM | University of Michigan Consumer Sentiment, Final (Aug) | Medium-High |
| Fri, Aug 28 | 8:00 AM | Fed Chair Kevin Warsh — Jackson Hole Keynote Speech | Critical |
Core PCE inflation is expected to come in around 3.2% year-over-year, per Barclays estimates — a figure most FOMC members would likely view as “comforting enough” to justify holding rates steady. Whatever that number shows on Wednesday will directly color how markets interpret Warsh’s tone two days later.
This Week’s Earnings Calendar
Wednesday and Thursday are the two heaviest earnings days, with Nvidia, Salesforce, and CrowdStrike all reporting Wednesday, and Marvell, Workday, Dollar General, Dollar Tree, and Autodesk all reporting Thursday.
| Company | Ticker | Date | Estimate / Key Figure |
|---|---|---|---|
| Intuit | INTU | Tue, Aug 25 | — |
| Zoom Communications | ZM | Tue, Aug 25 | — |
| Nvidia | NVDA | Wed, Aug 26 | Revenue est. $93–95B vs. ~$91B guide; EPS ~$2.08–$2.09 |
| Salesforce | CRM | Wed, Aug 26 | EPS $3.27 (+12.4% YoY); Revenue $11.33B (+10.6% YoY) |
| CrowdStrike | CRWD | Wed, Aug 26 | 23.2% YoY revenue growth expected |
| Synopsys | SNPS | Wed, Aug 26 | — |
| HP Inc. | HPQ | Wed, Aug 26 | — |
| Marvell Technology | MRVL | Thu, Aug 27 | Revenue guide ~$2.70B (±5%); EPS guide ~$0.93 (±$0.05) |
| Dollar General | DG | Thu, Aug 27 | EPS $2.00 (+7.5% YoY); Revenue $11.17B (+4.2% YoY) |
| Dollar Tree | DLTR | Thu, Aug 27 | EPS $1.12 (~+45% YoY); Revenue $4.85B (+6.3% YoY) |
| Workday | WDAY | Thu, Aug 27 | EPS $2.61 est.; Revenue $2.64B (+12.3% YoY) |
| Autodesk | ADSK | Thu, Aug 27 | — |
| IREN Limited | IREN | Thu, Aug 27 | Targeting $4B+ annualized revenue run-rate in 2026 |
| Affirm Holdings | AFRM | Thu, Aug 27 | — |
| Ulta Beauty | ULTA | Thu, Aug 27 | — |
Several Chinese ADRs (XPeng, PDD, Li Auto, Bilibili, BYD) and Canadian banks (TD, BMO) also report this week but are not covered in depth below.
Top 10 U.S. Stocks to Watch This Week
These 10 stocks were selected not because they’re the biggest companies, but because they have the clearest, most concrete catalysts — scheduled earnings dates, guided revenue ranges, or active news events — most likely to move their share price this week.
1. Nvidia (NVDA) — Nasdaq
Sector: Semiconductors Current Trend: Bullish (long-term), cautious short-term Conviction: Very High Expected Volatility: Extreme
Primary catalyst: Fiscal Q2 earnings after the close Wednesday, August 26. Wall Street expects revenue of $93–95 billion versus management’s own guide of roughly $91 billion (±2%), with EPS near $2.08–$2.09.
Supporting factors: Monday’s reports that Nvidia plans to raise AI-server prices already moved the stock and its supply chain ahead of the print. Investors are also watching for updates on Blackwell chip production yields and data-center revenue, which topped $71.6 billion last quarter.
Bullish case: A beat-and-raise quarter, especially strong data-center revenue above $80 billion, would reaffirm that the AI spending cycle still has room to run and likely lift the broader chip and AI-infrastructure trade.
Bearish case: Given how much index risk is concentrated in this one stock, any sign of slowing hyperscaler orders or margin pressure from the reported price hikes could trigger an outsized selloff across the entire market, not just Nvidia.
Key risks: Customer concentration among a handful of hyperscalers, rising competition from AMD and custom hyperscaler chips, and a valuation (35–40x forward earnings) that leaves little room for disappointment.
Important dates: Earnings Wednesday, August 26 (after market close).
Why it made the list: No single earnings report this year carries more weight for where U.S. indexes go this week — Nvidia is both the AI trade’s bellwether and, given its size, a mechanical driver of the S&P 500 and Nasdaq.
2. Marvell Technology (MRVL) — Nasdaq
Sector: Semiconductors (custom AI silicon) Current Trend: Bullish Conviction: High Expected Volatility: Extreme
Primary catalyst: Q2 fiscal 2027 earnings Thursday, August 27. Management previously guided revenue of about $2.70 billion (±5%) and non-GAAP EPS of $0.93 (±$0.05), alongside a full-year outlook raised to roughly $11.5 billion in revenue — 40% growth year-over-year.
Supporting factors: Marvell’s custom AI chip business is targeted to top $10 billion in revenue by fiscal 2029, and its AI data-center interconnect revenue is expected to grow more than 70% year-over-year this fiscal year.
Bullish case: Continued strong AI-related bookings could extend a pattern where shares have jumped as much as 54% in a single week following a strong report.
Bearish case: Roughly three-quarters of Marvell’s revenue comes from data centers, so any sign that big cloud companies are designing their own chips in-house instead of buying from Marvell would hit the stock hard.
Key risks: Heavy customer concentration, execution risk on an ambitious growth ramp, and sensitivity to whatever Nvidia says one day earlier.
Important dates: Earnings Thursday, August 27.
Why it made the list: Marvell has beaten estimates in five of its last six quarters, and prediction markets were pricing an 88% probability of another beat heading into this report — making it the highest-conviction “second wave” AI trade of the week.
3. Salesforce (CRM) — NYSE
Sector: Enterprise software (CRM, AI agents) Current Trend: Neutral-to-bullish Conviction: Medium-High Expected Volatility: High
Primary catalyst: Q2 fiscal 2027 earnings Wednesday, August 26. Consensus calls for EPS of $3.27 (+12.4% year-over-year) and revenue of $11.33 billion (+10.6% year-over-year).
Supporting factors: Analysts are watching Agentforce and Data Cloud growth closely as a test of Salesforce’s AI strategy. One analyst expects a beat on “strong net new Agentforce and Data Cloud ARR,” while another argues fears about AI disrupting Salesforce’s core business are “overblown.”
Bullish case: Proof that Agentforce is adding real, incremental revenue — not just replacing existing seats — could push shares toward the $250 price targets some analysts already hold.
Bearish case: Options markets are pricing an 8% potential move around earnings, more than double the stock’s typical 3.3% reaction, signaling real uncertainty about whether growth reaccelerates.
Key risks: Slowing enterprise software spending broadly, and the open question of whether AI agents ultimately help or hurt seat-based software pricing models.
Important dates: Earnings Wednesday, August 26.
Why it made the list: Salesforce is the most closely watched test of whether legacy enterprise software companies can successfully monetize AI rather than be disrupted by it.
4. CrowdStrike (CRWD) — Nasdaq
Sector: Cybersecurity Current Trend: Bullish Conviction: Medium-High Expected Volatility: High
Primary catalyst: Q2 earnings Wednesday, August 26. The Street expects 23.2% year-over-year revenue growth, an improvement from 21.3% growth in the year-ago quarter; last quarter’s revenue was $1.39 billion, up 25.6% year-over-year.
Supporting factors: Cybersecurity peers have shown mixed earnings reactions recently, and CrowdStrike’s own stock is already up 5.7% over the past month, trailing the group’s 15.7% average gain — leaving room to either catch up or disappoint.
Bullish case: CrowdStrike rarely misses revenue estimates, and a clean beat could push shares toward the average analyst target of roughly $210, about 10.6% above recent levels.
Bearish case: At a valuation some analysts describe as demanding “a blowout, not just a beat,” any sign of decelerating new business could trigger a sharp pullback.
Key risks: Rich valuation leaves little cushion for a “good but not great” quarter; broader software-sector sentiment tied to this week’s inflation data and Fed messaging.
Important dates: Earnings Wednesday, August 26.
Why it made the list: The combination of a premium valuation, a strong beat history, and genuine reader interest in cybersecurity makes this one of the week’s biggest potential single-stock swings.
5. Dollar Tree (DLTR) — Nasdaq
Sector: Discount retail Current Trend: Bullish price action, bearish options positioning Conviction: Medium Expected Volatility: High
Primary catalyst: Q2 earnings Thursday, August 27. Consensus expects EPS of $1.12 (roughly 45% higher than a year ago) and revenue of $4.85 billion (+6.3% year-over-year).
Supporting factors: Shares recently traded near $135, up 9.9% year-to-date and at their highest level since February, following a fresh analyst upgrade tied to buyback expectations. Options markets are pricing a 13.2% move around earnings, well above the stock’s 8.9% historical average.
Bullish case: Short interest sits at 5.2%, and the options market’s put/call ratio is higher than 86% of readings over the past year — an unusually bearish setup that could fuel a sharp rally if results beat, as bearish bets get unwound.
Bearish case: A miss would validate that bearish positioning and could extend losses given the stock’s recent run-up leaves less valuation cushion than it did a few months ago.
Key risks: Consumer spending sensitivity to tariff-driven cost increases, and broader supply-chain cost pressure common across discount retail.
Important dates: Earnings Thursday, August 27.
Why it made the list: The unusually wide gap between bullish price action and bearish options positioning makes Dollar Tree one of the week’s most interesting setups for a volatile surprise in either direction.
6. Dollar General (DG) — NYSE
Sector: Discount retail Current Trend: Bearish price trend Conviction: Medium Expected Volatility: High
Primary catalyst: Q2 earnings Thursday, August 27. Consensus expects EPS of $2.00 (+7.5% year-over-year) and revenue of $11.17 billion (+4.2% year-over-year).
Supporting factors: Shares are down 6.4% year-to-date and sit below their 200-day moving average. The stock has closed lower after each of its last two earnings reports.
Bullish case: A break from that negative pattern, supported by resilient spending from value-conscious shoppers, could spark a relief rally given how depressed sentiment already is.
Bearish case: A third straight negative reaction would reinforce concerns about margin pressure and softening same-store sales among lower-income consumers.
Key risks: Options imply a 12.5% move versus a 9.9% historical average, and tariff-related cost inflation on imported goods remains an overhang.
Important dates: Earnings Thursday, August 27.
Why it made the list: Dollar General is this week’s clearest bellwether for the health of the lower-income U.S. consumer — directly relevant to the consumer-confidence and PCE data releasing the same week.
7. Workday (WDAY) — Nasdaq
Sector: Enterprise HR & finance software Current Trend: Neutral Conviction: Medium Expected Volatility: Medium-High
Primary catalyst: Q2 fiscal 2027 earnings Thursday, August 27, after the close. Consensus calls for EPS of $2.61 and revenue of $2.64 billion, up 12.3% year-over-year.
Supporting factors: Analyst estimates have barely moved over the past 90 days, suggesting stable but unexciting visibility into the quarter. The market will be watching subscription revenue growth and progress monetizing AI features.
Bullish case: Evidence that AI-driven products are adding new revenue — not just defending the existing customer base — would support the stock, which trades near $208 heading into the report.
Bearish case: Flat estimate revisions historically correlate with limited surprise potential, and soft guidance on enterprise software budgets would weigh on the broader sector after Salesforce and CrowdStrike report one day earlier.
Key risks: Enterprise IT budget scrutiny and competition from both legacy players and AI-native challengers.
Important dates: Earnings Thursday, August 27 (after close).
Why it made the list: As the third major enterprise software name to report in three days, Workday shows whether AI monetization enthusiasm is broad-based across the sector or concentrated in just a few winners.
8. Autodesk (ADSK) — Nasdaq
Sector: Design & engineering software Current Trend: Neutral Conviction: Medium Expected Volatility: Medium
Primary catalyst: Fiscal Q2 earnings Thursday, August 27.
Supporting factors: Autodesk’s results offer a read on architecture, engineering, construction, and manufacturing demand — end markets that are sensitive to interest rates and, this week specifically, to tariff-driven cost pressure on construction and industrial spending.
Bullish case: Resilient subscription renewal rates and continued adoption of AI-enabled design tools would support stable performance.
Bearish case: Softening construction and industrial capital spending, potentially worsened by tariff uncertainty, could pressure guidance.
Key risks: Cyclicality tied to construction and industrial spending, plus knock-on sector sentiment if Salesforce or CrowdStrike disappoint earlier in the week.
Important dates: Earnings Thursday, August 27.
Why it made the list: Autodesk offers a useful, more cyclical cross-check on whether any software-sector weakness this week is AI-specific or reflects the broader economy.
9. Ford Motor Company (F) — NYSE
Sector: Automobiles Current Trend: Bearish Conviction: Medium Expected Volatility: High
Primary catalyst: An escalating U.S.–Canada trade dispute. President Trump’s threat to raise tariffs on Canadian autos, parts, and steel to 50% starting January 1, 2027 sent Ford shares down 4% to $13.87 on Monday, August 24.
Supporting factors: Separately, proposed USMCA content-rule changes requiring at least 50% U.S.-made content could add an estimated $2 billion in annual costs for Ford alone. July U.S. sales already fell 10.2% year-over-year.
Bullish case: Any softening in tariff rhetoric, or a delay to the proposed USMCA changes, could spark a relief rally in a stock trading near multi-week lows.
Bearish case: Confirmation of the January 2027 tariff timeline, combined with soft sales trends and Ford’s already-reported quarterly net loss of about $1.33 billion, would likely extend the stock’s decline.
Key risks: Headline risk — tariff rhetoric can change daily — plus supply-chain cost inflation and longer-term competitive pressure from Chinese automakers.
Important dates: No scheduled earnings this week, but the stock is highly sensitive to ongoing tariff and trade headlines throughout the week.
Why it made the list: Ford is this week’s clearest example of a stock moving on policy and trade headlines rather than earnings — directly relevant given the active Canada tariff dispute is one of the week’s biggest macro risks.
10. IREN Limited (IREN) — Nasdaq
Sector: AI data-center infrastructure Current Trend: Bullish Conviction: Medium Expected Volatility: Extreme
Primary catalyst: Earnings Thursday, August 27, following a string of major AI cloud contracts, including a five-year, $9.7 billion deal with Microsoft and a $3.4 billion agreement with Nvidia.
Supporting factors: Formerly a bitcoin miner, IREN has repositioned around AI infrastructure and now operates more than 800 megawatts of data-center capacity, targeting over $4 billion in annualized revenue run-rate during 2026. Shares have surged more than 270% since the rebrand.
Bullish case: Confirmation that contract execution is on track — at a valuation of roughly 5 times estimated 2028 EBITDA — would validate the stock’s transformation from bitcoin miner to AI infrastructure operator.
Bearish case: Any delay in data-center buildout or GPU delivery timelines, especially if tied to commentary from Nvidia’s report one day earlier, could trigger sharp downside given how far the stock has already run.
Key risks: Extremely high volatility, execution risk on a rapid business-model pivot, and heavy capital intensity.
Important dates: Earnings Thursday, August 27 — one day after Nvidia and Marvell, capping a three-day “AI infrastructure” earnings arc.
Why it made the list: IREN offers direct exposure to the AI data-center buildout theme with among the highest volatility of any stock reporting this week.
Build a Watchlist for This Week’s Top 10
Nvidia, Marvell, Salesforce, CrowdStrike, and the rest of this week’s featured stocks all report or move within days of each other. TradingView lets you build a free watchlist, set price alerts, and follow live charts as each earnings report lands.
Open a Free TradingView Account →Sector Outlook
Technology, AI & Semiconductors: The week’s central story. Nvidia and Marvell earnings, plus Salesforce, CrowdStrike, and Synopsys, will set the tone. Monday’s memory-chip selloff shows how quickly sentiment can shift within the group.
Financials: Constructive. A steadier Fed policy path is helping large banks like JPMorgan, Bank of America, Goldman Sachs, and Morgan Stanley expand profit margins, even though none of the big U.S. banks report this week.
Industrials & Autos: Under pressure. The U.S.–Canada tariff dispute is hitting Ford, General Motors, and Stellantis directly, with ripple effects across their North American supply chains.
Consumer (Discretionary & Staples): Mixed, and worth watching closely. Dollar General and Dollar Tree earnings Thursday offer the clearest read yet on how stretched everyday shoppers are feeling heading into the holiday season.
Energy, Materials, Utilities & Real Estate: Comparatively quiet this week in terms of scheduled company-specific catalysts, but all remain sensitive to Wednesday’s inflation data and Friday’s Jackson Hole speech through their shared exposure to interest rates.
Healthcare & Biotechnology: No major scheduled catalysts this week; sector outlook is neutral absent company-specific news.
See the Sector Rotation as Earnings Roll In
AI-linked semiconductors, enterprise software, and tariff-exposed automakers are pulling in different directions this week. TradingView’s screeners and heat maps make it easy to compare S&P 500 sectors side by side as Wednesday’s and Thursday’s results — and Friday’s Jackson Hole speech — come through.
Explore TradingView Charts →Biggest Risks to Watch This Week
Fed communication (Very High): Kevin Warsh’s first Jackson Hole keynote is the week’s largest wildcard. A hawkish surprise could reprice both short-term rates and equity valuations quickly.
AI concentration risk (Very High): With the Magnificent Seven representing an estimated 58% of S&P 500 risk, a single disappointing Nvidia report could disproportionately move the entire market.
Inflation (High): Wednesday’s core PCE print directly shapes expectations for what Warsh says two days later.
Trade policy (High): The proposed 50% Canadian auto and steel tariff, effective January 2027, is already weighing on Ford, GM, and Stellantis.
Valuation (High): With the S&P 500 at a record high and historically stretched multiples, there’s limited room for earnings disappointments this week.
Earnings guidance risk (Medium-High): Several stocks this week — Salesforce, CrowdStrike, Dollar General, Dollar Tree — carry options-implied moves well above their historical averages, a sign the market is bracing for a surprise.
Fed Chair Kevin Warsh’s first Jackson Hole keynote is exactly the kind of event that can move the U.S. Dollar Index and Treasury yields within minutes — a hawkish tone tends to lift the dollar, while a dovish tilt tends to weaken it. If you want to follow the dollar and yield-sensitive currency pairs directly rather than just the stocks they affect, Pepperstone offers live pricing on major FX pairs around the speech.
Best Trade Setups to Watch: Bullish vs. Bearish
The ideas below reflect this week’s most talked-about setups based on scheduled catalysts and current positioning — not personalized investment advice. Every stock carries real two-way risk, and past patterns don’t guarantee future results.
| Bullish Setups | Bearish Setups |
|---|---|
| Marvell Technology (MRVL) — AI custom-silicon momentum | Ford (F) — active Canada tariff exposure |
| Nvidia (NVDA) — AI demand confirmation | Dollar General (DG) — history of negative earnings reactions |
| Salesforce (CRM) — Agentforce/Data Cloud growth | Stellantis (STLA) — same tariff exposure as Ford |
| CrowdStrike (CRWD) — strong beat history | General Motors (GM) — tariff exposure, smaller decline than peers |
| IREN (IREN) — AI data-center contract execution | Rate-sensitive REITs (sector-level) — hawkish Jackson Hole risk |
Key Takeaways
- Nvidia reports Wednesday, August 26, with Wall Street expecting $93–95 billion in revenue against a ~$91 billion company guide.
- Marvell Technology reports Thursday with an 88% implied probability of beating estimates.
- Fed Chair Kevin Warsh delivers his first Jackson Hole keynote Friday at 8:00 a.m. ET — the week’s single biggest event.
- The Fed funds rate has held at 3.50%–3.75%, with markets pricing a pause or modest cuts by Q4 2026.
- The S&P 500 recently hit a record closing high of 7,814.88, but the Magnificent Seven account for an estimated 58% of the index’s risk.
- Trump’s threatened 50% tariff on Canadian autos sent Ford and Stellantis down 4% and GM down 2% on Monday.
- Salesforce, CrowdStrike, and Workday all report within three days, testing whether enterprise software is winning or losing from AI.
- Dollar General and Dollar Tree report Thursday with unusually large options-implied moves (12.5% and 13.2%).
Frequently Asked Questions
When does Nvidia report earnings this week?
Nvidia reports its fiscal second-quarter earnings after the market closes on Wednesday, August 26, 2026. Wall Street expects revenue between $93 billion and $95 billion, above management’s own guidance of roughly $91 billion.
What is the Jackson Hole Symposium, and why does it matter for stocks?
The Jackson Hole Economic Symposium is an annual conference hosted by the Federal Reserve Bank of Kansas City, where central bankers and economists discuss monetary policy. This year, new Fed Chair Kevin Warsh delivers his first keynote speech there on Friday, August 28 — a speech markets are watching closely for clues about the future path of interest rates.
What is core PCE inflation?
Core PCE, or core Personal Consumption Expenditures, is the Federal Reserve’s preferred measure of inflation because it excludes volatile food and energy prices. It’s released Wednesday, August 26, for the month of July, and it directly shapes expectations for Friday’s Jackson Hole speech.
Why did Ford stock drop this week?
Ford shares fell about 4% on Monday, August 24, after President Trump threatened to raise tariffs on Canadian autos, auto parts, and steel to 50% starting January 1, 2027. The move followed the collapse of U.S.–Canada trade negotiations over the weekend.
What does an ‘options-implied move’ mean?
An options-implied move is the size of price swing that options traders are collectively pricing in for a stock around a specific event, like earnings. When a stock’s implied move is unusually large compared to its historical average — as is the case with Dollar Tree and Salesforce this week — it signals that the market expects a bigger-than-usual surprise, in either direction.
What is the current Federal Reserve interest rate?
As of this week, the Federal Reserve’s benchmark funds rate has held steady at a target range of 3.50%–3.75%. Markets are broadly pricing in a pause or only modest rate cuts through the fourth quarter of 2026.
Which stocks are reporting earnings the week of August 24, 2026?
Notable companies reporting this week include Nvidia, Salesforce, and CrowdStrike on Wednesday, and Marvell Technology, Dollar General, Dollar Tree, Workday, Autodesk, and IREN on Thursday, alongside Intuit, Zoom, and several other names.
Related Reading
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- Top 10 Forex Pairs and Commodities to Watch This Week (August 17–21, 2026)
- Crypto Market Outlook: Sentiment Warms as Fed Minutes and the White House Collide (Aug 17–21, 2026)
Conclusion
The week of August 24–28, 2026 packs three separate, high-stakes storylines into five trading days: whether Nvidia and Marvell’s earnings can justify a record-high, AI-concentrated stock market; whether new Fed Chair Kevin Warsh’s first Jackson Hole speech confirms or upends expectations for a rate pause into year-end; and how far an escalating U.S.–Canada tariff dispute spreads through the auto sector. None of these outcomes are certain — and that’s precisely why this week matters.
Whatever happens, keeping an eye on Wednesday’s Nvidia report and Friday’s Jackson Hole speech will tell you almost everything you need to know about where U.S. markets head into September.
Disclosure: The content on this page was produced with AI writing assistance under the editorial direction of a licensed Electrical Engineering practitioner and certified investor in different markets with over a decade of experience. All articles are reviewed and approved by the author before publication.
