31/08/2026
Looking ahead to the key market stories this week.
1. Broadcom reports after the close on Wednesday. Wall Street expects about $29.3bn in Q3 revenue and adjusted EPS of roughly $3.22, against company revenue guidance of $29.4bn. Focus will be on AI semiconductor revenue, guided to $16bn, custom accelerators and networking. The key share-price catalyst is likely to be Q4 guidance, particularly the AI revenue outlook.
2. NIO reports before the open on Tuesday. Wall Street expects roughly $4.9bn in Q2 revenue and a loss of around $0.05-$0.07 per ADS. Focus will be on vehicle margins, profitability and Q3 guidance. After Q2 deliveries missed company guidance, stronger margins and an encouraging delivery and revenue outlook will be key share-price catalysts.
3. The August US jobs report is due on Friday. Wall Street currently expects payroll growth of around 55,000 after July’s 23,000 decline, with unemployment seen near 4.2%. Focus will be on payrolls, wages and revisions. Ahead of the September Fed meeting, a strong report could lift yields and the dollar, while further weakness would reinforce labour-market concerns.
4. Dell reports after the close on Tuesday. Wall Street expects about $44.9bn in Q2 revenue and adjusted EPS of roughly $4.90, versus company guidance of $44-45bn and $4.80 ± $0.10. Focus will be on AI-server revenue, guided to $15.5bn, orders and margins. Strong AI demand, resilient profitability and higher full-year guidance would be key share-price catalysts.
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