Last week in CO: Cursor’s cheap … Circle’s IPO … Is tech buying slowing? … On TechCrunch … Samsung-Perplexity …
Weekend links: Apple on defense … Alts to SpaceX wanted … Android dev vs. iOS dev pace in the age of AI … My AI skeptic friends are all nuts … EDGAR hack …
Monday
Notable earnings: GameStop, Stitch Fix, Gitlab
U.S. economic events: Consumer Inflation Expectations, Wholesale Inventories MoM
Global economic events: Inflation Rate (Mexico), Auto Exports (Mexico), GDP Growth Rate (South Africa)
Tuesday
Notable earnings: 🦗
U.S. economic events: Redbook YoY, NFIB Business Optimism Index
Global economic events: Machine Tool Orders (Japan), Industrial Production (Italy), Unemployment (United Kingdom, South Korea), Inflation Rate (Brazil), Motorbike Sales (Indonesia)
Wednesday
Notable earnings: Oracle
U.S. economic events: MBA Mortgage (30-yr Rate, Applications, Market Index, Refinance Index, Purchase Index), Inflation Rate, CPI, Crude Oil Stocks Exchange
Global economic events: Stock Investment by Foreigners (Japan), Business Confidence Index (South Africa), Inflation Rate (Russia)
Thursday
Notable earnings: Adobe, Zedge
U.S. economic events: Jobless Claims, PPI, WASDE Report
Global economic events: Manufacturing Production (United Kingdom), Balance of Trade (United Kingdom), Inflation Rate (India), Retail Sales (Brazil), Mining Production (South Africa)
Friday
Notable earnings: 🦗
U.S. economic events: Michigan Consumer Expectations (preliminary), Baker Hughes Oil Rig Count
Global economic events: Wholesale Prices (Germany), Balance of Trade (Italy, India), Inflation Rate (Spain), New Motor Vehicle Sales (Canada), Vehicle Sales YoY (China)
BIG WEEK 💚