Major events of the week of June 8, 2026:
1. Apple WWDC from June 8 to 12. AAPL was the only giant that did not break through the short-term moving average during last week's significant drop, showing relative strength, which increases the possibility of a trend change.
2. On Wednesday, at 8:30 PM Beijing time, U.S. May CPI data is released, with an expected value of 4.2%. Inflation continues to rise, and if it exceeds expectations, it will shock the market. It will also affect the Fed's meeting in June.
3. Oracle ORCL will release its earnings report after the market on Wednesday. Oracle combines traditional SAAS and AI data center concepts, and this earnings report will greatly influence the entire AI industry, so pay close attention.
4. ADBE will release its earnings report after the market on Thursday. The traditional software sector is the most affected by AI, and this earnings report will be another trend validation, which is very important for the software industry.
5. SpaceX will begin trading on Friday under the code SPCX, with an issue price of 135 and a valuation of $1.77 trillion, along with a 15% overallotment option (greenshoe). This IPO is the largest in the history of U.S. stocks. The last IPO that exceeded $20 billion happened in 2014, which was 12 years ago. SPCX will quickly enter the index, and when that happens, index weights will be adjusted, leading to potential passive selling of some weighted stocks.
Key points for the third week of June:
On June 17, at 2 AM Beijing time, FOMC. Will the Federal Reserve raise interest rates at this meeting? This will be the first FOMC since Walsh took office; has the Fed's direction changed?
On June 18, OE day, quadruple witching day.
On June 24, MU earnings report, will expectations continue to rise? This is also the last battle for Q1 ER tech stocks, and the next earnings season will have to wait another month.
At the end of the quarter, institutions will adjust their positions. After a significant rise in the semiconductor industry, many institutions will exceed individual stock limits, and positions will need to be balanced before quarterly disclosures, so preparations should begin.
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