BlockBeats News, August 2nd. In the coming week, a dense release of macroeconomic data and corporate earnings reports is expected. The market's focus will be on Friday's US July nonfarm payroll report, the first full employment data following the Fed's hold in July, which will directly impact the market's pricing of the September rate path. Meanwhile, SpaceX will release its first earnings report after going public, followed by the largest single-stock unlock in US stock market history (approximately 9.115 billion shares) two days later, drawing significant attention to liquidity pressure. Companies such as AMD, SanDisk, and Western Digital, related to AI and storage, will also sequentially announce their performance, serving as important indicators to gauge the demand for AI chips and storage. The largest AI industry summit in North America, Ai4 2026 (August 4-6), will be held concurrently with the MS 2026 Flash Memory Summit, where storage giants like Samsung and SK Hynix will also unveil their HBM4E and V-NAND technology roadmaps. The key events for the upcoming week are as follows:

Monday

Palantir, ON Semiconductor, and other US stock earnings reports

Tuesday

US June JOLTs Job Openings, Factory Orders, Trade Balance

SpaceX (SPCX) first earnings report post IPO

AMD earnings report

Wednesday

US July ADP Employment Change, ISM Non-Manufacturing PMI

SanDisk, Western Digital, Circle earnings reports

Thursday

US Initial Jobless Claims up to August 1st, Challenger Job Cuts

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

Friday

US July Nonfarm Payrolls, Unemployment Rate

Fed officials Mester and Barkin to speak