Analysis
Welcome to this morning’s U.S. stock market outlook for the week ahead. In this program, we walk through some events worth watching next week that may offer trading reference value, such as Apple’s product event and CPI data.
All day: U.S. stock markets closed for the Labor Day holiday.
Volatility watch: Options volatility in Carvana and GameStop rose over the past week.
The 14-day Relative Strength Index shows:
Overbought names include Crinetics Pharma and Varex Imaging;
Oversold names include TJX and Dick’s Sporting. Short interest in Xponential Fitness and Recursion Pharmaceuticals is elevated.
Ex-dividend watch: Companies going ex-dividend next week include Cigna, HP Inc., Nvidia, and Chubb.
Earnings watch: Key companies scheduled to report earnings: Casey's General Stores, ServiceTitan, GameStop.
Industry conferences: The Barclays Global Consumer Staples Conference, Wells Fargo Healthcare Conference, Goldman Sachs Communacopia Technology Conference, Citi 2026 Global TMT Conference, B. Riley & Co. Consumer & TMT Conference, Lake Street Capital Markets Best Ideas Growth Conference, and Jefferies Global Industrials Conference will all be held this week.
Throughout the day:
The Manheim Used Vehicle Value Index will be released.
Nike holds its annual shareholders meeting. Shareholder vote items to watch: a proposal to expand the stock repurchase program and proposals related to achieving environmental goals.
Dick's Sporting acquisition of Foot Locker turns one year old, and the acquisition has continued to weigh on Dick's performance over the past few quarters.
HSR approval expiration date for Fox's proposed acquisition of Roku.
11:00 a.m.: AtaiBeckley shareholders will vote on the acquisition offer launched by Eli Lilly.
Earnings Watch: Key earnings today: SailPoint, Chewy, and Navan; Jersey Mike's reports for the first time since going public. Options market pricing shows American Eagle and Oddity Tech could see double-digit percentage moves after their earnings reports.
Day ahead:
Israeli government officials are expected to meet to consider matters related to Zim Integrated Shipping's sale of assets to Hapag-Lloyd.
At 11:15: Coca-Cola Company CEO Henrique Braun will speak at the Barclays Global Consumer Conference.
At 13:00: Apple holds its highly anticipated iPhone launch event. Morgan Stanley previews that this could be Apple's most important iPhone iteration since the iPhone X. The market expects the event to introduce Apple's first foldable phone, while the iPhone will see its largest price increase in years — a key test of the tech giant's pricing power.
At 13:55: Varonis Systems will present at the Citi 2026 Global TMT Conference. On Tuesday, media reported that Thoma Bravo-owned Proofpoint is in talks to acquire Varonis.
At 20:20: The new NFL season officially kicks off as the defending Super Bowl champion Seattle Seahawks host the New England Patriots. Flutter Entertainment, parent of FanDuel, and DraftKings stand to benefit directly from elevated consumer spending on NFL games. Media giants Amazon, Disney, Fox, Comcast, Paramount Skydance, Alphabet, and Netflix are also deeply involved in broadcast-related businesses tied to the games. Analysts also see Genius Sports as a likely beneficiary of the football season.
Earnings watch: Key reporting companies: Oracle, Adobe, Macy's.
All day:
New York Fashion Week kicks off, with Diane von Furstenberg leading the way. Brands set to showcase new products at runway shows and media events include: Ralph Lauren, Tapestry-owned Coach, PVH-owned Calvin Klein and Tommy Hilfiger, Tory Burch, Michael Kors under Capri Holdings, and Gap. Gap, Old Navy, Banana Republic, and Athleta are participating on a significantly larger scale than in previous years.
OPEC releases its monthly oil market report.
8:15 a.m.: The European Central Bank releases its monetary policy statement.
8:30 a.m.: The U.S. August Producer Price Index is released.
8:45 a.m.: ECB President Christine Lagarde holds a press conference.
11:50 a.m.: Nvidia presents at the Goldman Sachs Communacopia Technology Conference.
1:10 p.m.: Uber Technologies CEO Dara Khosrowshahi will deliver a keynote address at the Goldman Sachs Communacopia Technology Conference.
Earnings watch: Key earnings company: Kroger.
Key event: 08:30 a.m.: The U.S. Bureau of Labor Statistics releases the August Consumer Price Index (CPI). Economists expect core inflation to hold at 2.5%.