September’s earnings week highlights EV market recovery, software platform dominance, and telecom infrastructure consolidation, with sector-defining moves by NIO, Salesforce, Broadcom, and AT&T shaping global investment trends.

AI infrastructure dominance, Fed’s dovish pivot, media mega-consolidation, and commodity resilience shape August’s market momentum and cross-asset rotation.

Retail sector resilience, Fed policy signals, and over $100 billion in corporate M&A define a pivotal week of earnings, economic releases, and market rotation.

Historic leadership transitions, AI valuation tests, central bank policy divergence, pharmaceutical competition, and commodity price inflection drive pivotal market shifts and M&A momentum in early August 2025.

This week's mega-cap earnings from Tesla, Alphabet, and Intel alongside Fed Chair Powell's speech and ECB decision, plus commodity breakouts with crude eyeing $70 and copper above $5.59, creates a pivotal convergence that could reset Q2 market sentiment.

This week's mega-cap earnings from Tesla, Alphabet, and Intel alongside Fed Chair Powell's speech and ECB decision, plus commodity breakouts with crude eyeing $70 and copper above $5.59, creates a pivotal convergence that could reset Q2 market sentiment.

Holiday-shortened week features crucial U.S. payrolls/ISM data Thursday, early Q3 earnings, commodity breakout levels (crude $70, copper $5), and major M&A with ADNOC's $18.7B Santos bid during thin trading volumes.

This week of 2025 centers on the Fed's dot-plot release, major earnings from companies like Kroger and Accenture, and significant M&A deals including Nippon Steel's $14.9B U.S. Steel acquisition, all during a shortened Juneteenth trading week with crude oil near $74.

This week centers on the Fed's dot-plot release, major earnings from companies like Kroger and Accenture, and significant M&A deals including Nippon Steel's $14.9B U.S. Steel acquisition, all during a shortened Juneteenth trading week with crude oil near $74.

This week features major M&A deals including Chart Industries' $10.7B merger with Flowserve and Viper Energy's $4.1B acquisition, alongside critical U.S. inflation data Wednesday and earnings from Oracle, Adobe, and GameStop.