Next week's key catalysts include inflation data, AMAT earnings, and Google's Pixel event

Macro
โดย Seeking Alpha·US·Read original
Summary · why it matters

Seeking Alpha's Catalyst Watch highlights several market-moving events for the week of August 10. On Wednesday, the U.S. Bureau of Labor Statistics will release the July Consumer Price Index report, with economists expecting the core inflation rate to slip to 2.5%. Applied Materials reports earnings on Thursday, with options implying a 10% share price move, and suppliers Ichor and Ultra Clean—which each derive more than 20% of their revenue from Applied Materials—trade in tandem with it after earnings 75% of the time. Google will hold its Pixel media event on Wednesday evening, where it is expected to unveil the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. Other notable earnings next week include Cisco, JD.com, and Coreweave, while Netflix will stream the MLB Field of Dreams game on Thursday in a high-profile sports push.

Impact on stocks 48

Artificial Intelligence▲ · 9 stocks
Alphabet Inc Class C
GOOG
± MixedTechnologyrelevance

Pixel media event expected to unveil new phones; impact depends on product reception.

Consumer Discretionary▲ · 8 stocks
Biotech & Genomic Medicine▲ · 4 stocks
Financials▲ · 3 stocks
Digital Finance & Tokenization▲ · 3 stocks
Semiconductors▲ · 2 stocks
Applied Materials Inc
AMAT
± MixedCapitalrelevance

Earnings report expected, options imply 10% move; impact direction unknown until results.

Critical Materials & Supply Chain▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 2 stocks
Space Economy▲ · 2 stocks
Spatial Computing / AR/VR▲ · 2 stocks
Consumer Staples▲ · 2 stocks
Information Technology▲ · 1 stocks
Ichor Holdings Ltd
ICHR
± MixedCapitalrelevance

Suppliers to Applied Materials, trade in tandem with its earnings; direction depends on results.

Cybersecurity & Digital Trust▲ · 1 stocks
Communication Services▲ · 1 stocks
Netflix Inc
NFLX
▲ PositiveDemandrelevance

Netflix will stream the MLB Field of Dreams game, a high-profile sports push that could boost subscriber engagement.

Advanced Air Mobility (eVTOL)▲ · 1 stocks
Health Care▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Quantum Computing▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
© 2026 MarketDXNews