September 28–October 2, 2026
Micron, Jabil, Accenture and Nike report into a market where AI-linked stocks remain the main source of leadership, while Wednesday’s PCE inflation data and Friday’s jobs report could give investors a read on the economy and the Fed’s rate path. JOLTS and consumer confidence Tuesday, GDP and Chicago PMI Wednesday, and ISM manufacturing Thursday round out the macro calendar. Read to the end to see why this week matters.
Economic Data (ET)
Monday, September 28
- 10:30 a.m. — Dallas Fed Texas Manufacturing Outlook Survey
Tuesday, September 29
- 9:00 a.m. — S&P/Case-Shiller Home Price Index
- 10:00 a.m. — JOLTS Job Openings
- 10:00 a.m. — Consumer Confidence
Wednesday, September 30
- 8:15 a.m. — ADP Employment Report
- 8:30 a.m. — Q2 GDP, Third Estimate
- 8:30 a.m. — Personal Income and Outlays
- 8:30 a.m. — PCE Price Index
- 9:45 a.m. — Chicago PMI
Thursday, October 1
- 8:30 a.m. — Initial Jobless Claims
- 9:45 a.m. — S&P Global Manufacturing PMI
- 10:00 a.m. — ISM Manufacturing PMI
- 10:00 a.m. — Construction Spending
Friday, October 2
- 8:30 a.m. — Employment Situation
- 10:00 a.m. — Factory Orders
Why This Week Matters
Micron is the test as the stock has been one of the major semiconductor leaders, and its Wednesday earnings report comes after a week in which chip stocks helped push the broader market higher. Micron's results should give investors another read on memory demand and the pace of AI infrastructure spending. Jabil adds another semiconductor and electronics supply-chain read the same morning.
August PCE data arrives Wednesday, with the latest GDP estimate and personal spending data at the same time. Friday's jobs report will be the week's main event for investors trying to gauge the economy and the path for interest rates.
Thursday's ISM manufacturing report will provide another look at the factory economy heading into the fourth quarter. August's manufacturing PMI came in at 54.6, marking an eighth straight month of expansion, although the pace slowed from July.
Nike brings the consumer side of the story into focus Thursday night, while Accenture provides another read on corporate technology spending. With AI stocks continuing to lead while elevated Treasury yields pressure more rate-sensitive areas, the question for traders is whether the earnings and economic data can support the current market leadership or trigger another rotation.
Stick with Stock Trader Network, we have much in store for the Think Tank!
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