August 31–September 4, 2026

Markets head into September with the labor market and the Fed rate debate back in control. Friday’s August jobs report comes after payrolls unexpectedly fell by 23,000 in July, while JOLTS, ADP and both ISM surveys will give traders several checkpoints before then. Broadcom leads another batch of tech earnings, with Dell, Palo Alto Networks, Snowflake and HPE also on deck.

Upcoming Earnings

Monday, August 31

• Science Applications International (SAIC) — Before Open

Tuesday, September 1

• Medtronic (MDT) — Before Open
• NIO (NIO) — Before Open
• Dell Technologies (DELL) — After Close
• Palo Alto Networks (PANW) — After Close
• MongoDB (MDB) — After Close
• GitLab (GTLB) — After Close
• Credo Technology (CRDO) — After Close

Wednesday, September 2

• Broadcom (AVGO) — After Close
• Hewlett Packard Enterprise (HPE) — After Close
• Snowflake (SNOW) — After Close
• Five Below (FIVE) — After Close
• NetApp (NTAP) — After Close

Thursday, September 3

• Ciena (CIEN) — Before Open
• The Campbell’s Company (CPB) — Before Open
• Lululemon (LULU) — After Close
• Zscaler (ZS) — After Close
• DocuSign (DOCU) — After Close
• UiPath (PATH) — After Close

PreMarket Prep Guests

Monday, August 31 — Tim Quast

Tuesday, September 1 — Thomas Brown

Wednesday, September 2 — Blu Putnam

Thursday, September 3 — Jeremy Schwartz

Friday, September 4 — Gordon Johnson

Economic Data (ET)

Monday, August 31

• 10:30 a.m. — Dallas Fed Manufacturing Survey

Tuesday, September 1

• 10:00 a.m. — Construction Spending
• 10:00 a.m. — ISM Manufacturing
• 10:00 a.m. — July JOLTS Job Openings

Wednesday, September 2

• 8:15 a.m. — ADP Employment Report
• 10:00 a.m. — Factory Orders
• 2:00 p.m. — Federal Reserve Beige Book

Thursday, September 3

• 8:30 a.m. — Initial Jobless Claims
• 8:30 a.m. — Revised Q2 Productivity and Costs
• 8:30 a.m. — U.S. Trade Balance
• 10:00 a.m. — ISM Services

Friday, September 4

• 8:30 a.m. — August Employment Report
• 8:30 a.m. — Nonfarm Payrolls
• 8:30 a.m. — Unemployment Rate
• 8:30 a.m. — Average Hourly Earnings

Why This Week Matters

Fed Chair Kevin Warsh changed the setup at Jackson Hole. His insistence that the Fed still has “work to do” if inflation does not move toward 2% pushed the market-implied probability of a September rate hike to roughly 57% late Friday. Economists expect August payrolls to rebound by about 58,000 with unemployment holding at 4.1%, making Friday’s report a test of that newly hawkish rate outlook.

The market will not have to wait until Friday for clues. JOLTS comes Tuesday, ADP on Wednesday and jobless claims Thursday, while the ISM manufacturing and services reports will show whether economic activity is holding up as the Fed weighs another move. The Beige Book on Wednesday adds one more look at hiring, prices and business conditions across the Fed’s districts.

Broadcom follows Nvidia’s strong report which kept the AI infrastructure trade moving. Dell and HPE offer another read on AI server demand, while Snowflake, Palo Alto Networks and Zscaler put enterprise software and cybersecurity back in focus. Five Below and Lululemon should also give traders another look at the consumer as earnings season winds down.

Stick with Stock Trader Network, we have much in store for the Think Tank!

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