律动BlockBeats|Aug 09, 2026 23:58
[Key Events This Week: CPI Showdown on Wednesday, Dense Earnings Reports from Optical Module Stocks to Validate AI Market Sustainability]
BlockBeats News, August 10 — Following last week's unexpected cooling of U.S. employment data that tempered rate hike expectations, the market this week will closely watch the release of U.S. July CPI and PPI data on Wednesday. These figures will further clarify the Federal Reserve's subsequent policy decisions. Additionally, U.S. optical module leaders Lumentum, Coherent, and computing infrastructure provider CoreWeave will release earnings reports this week, marking the conclusion of the semiconductor earnings season. Key events for next week are as follows:
- **Monday**: The Bank of Japan releases the summary of opinions from its July monetary policy meeting; Unitree Robotics begins its IPO subscription process, with an IPO price of ¥150.8 per share. The company plans to issue 40.4464 million shares on the STAR Market, accounting for 10% of its total post-issuance share capital. Each lot consists of 500 shares, requiring approximately ¥75,400 for subscription.
- **Tuesday**: Weekly change in U.S. ADP employment numbers as of July 25.
- **Wednesday**: Earnings calls for optical module leader Lumentum and AI computing power rental leader CoreWeave (post-market Tuesday); U.S. July CPI and core CPI; U.S. EIA crude oil inventory data for the week ending August 7.
- **Thursday**: Cisco (CSCO) earnings call at 4:30 AM (UTC+8) (post-market Wednesday); Coherent releases earnings report on the same day; U.S. initial jobless claims for the week ending August 8; U.S. July PPI; 2026 FOMC voting member and Cleveland Fed President Loretta Mester delivers remarks; 2027 FOMC voting member and Richmond Fed President Thomas Barkin discusses the economic outlook.
- **Friday**: Applied Materials (AMAT) earnings call at 4:30 AM (UTC+8) (post-market Thursday); U.S. July retail sales month-over-month; preliminary August University of Michigan Consumer Sentiment Index, one-year inflation expectations, and June business inventory month-over-month.
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