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Wall Street Breakfast
Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.
Top News
Jobs report, SpaceX debut earnings, AI spending
HABesen/iStock Editorial via Getty Images

Wall Street faces another catalyst-heavy week as investors prepare for the July jobs report, SpaceX's first earnings release as a public company, and a fresh round of updates on artificial intelligence spending across the semiconductor sector.

The economic calendar is headlined by Friday's July employment report. Economists expect the U.S. economy to have added 88,000 jobs during the month, up from 57,000 in June, while the unemployment rate is forecast to hold steady at 4.2%. Investors will also monitor Monday's Federal Reserve Senior Loan Officer Opinion Survey for fresh insight into credit conditions and Friday's New York Fed Survey of Consumer Expectations.

Earnings season remains busy, led by SpaceX's (SPCX) first quarterly report since its blockbuster IPO. Investors will focus on Starlink subscriber growth, the Starship launch timeline, capital spending plans, and commentary from CEO Elon Musk, who is expected to participate in Tuesday's earnings call. Other notable reports include Palantir (PLTR), AMD (AMD), Disney (DIS), Uber (UBER), Shopify (SHOP), Eli Lilly (LLY), Novo Nordisk (NVO), ConocoPhillips (COP), Airbnb (ABNB), Cloudflare (NET), and Warner Bros. Discovery (WBD).

Artificial intelligence will remain a major theme throughout the week. AMD reports earnings Tuesday, while analyst coverage is expected to begin on newly public SK hynix (SKHY) after its post-IPO quiet period expires. The three-day Ai4 conference also opens Tuesday in Las Vegas, featuring speakers from OpenAI, Waymo, and Cisco.

Video game investors will also be listening for updates on the November launch of Grand Theft Auto VI during Take-Two Interactive's (TTWO) earnings call.
Earnings

Earnings spotlight: Monday, August 3: Palantir (PLTR), Snap (SNAP). See the full earnings calendar.

Earnings spotlight: Tuesday, August 4: SpaceX (SPCX), AMD (AMD), Merck (MRK), Pfizer (PFE). See the full earnings calendar.

Earnings spotlight: Wednesday, August 5: Eli Lilly (LLY), Novo Nordisk (NVO), Uber (UBER). See the full earnings calendar.

Earnings spotlight: Thursday, August 6: ConocoPhillips (COP), Airbnb (ABNB). See the full earnings calendar.

Earnings spotlight: Friday, August 7: Take-Two Interactive Software (TTWO), Oklo (OKLO). See the full earnings calendar.
Insider Watch
Check out the week's top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Visa (V), Morgan Stanley (MS), and TSMC (TSM).
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