This week’s earnings calendar is light on mega-cap names, but macro will drive the tape.
Retail sales and the FOMC hit Wednesday, followed by jobless claims, housing starts, Philly Fed and industrial production.
Earnings to watch include $LEN, $DOL, $TCOM, $HAIN and $ET.
Coinbase ($COIN) jumped Monday after Senate Republicans released a revised CLARITY Act draft ahead of Tuesday’s key procedural vote.
The bill needs 60 votes to advance, with the new text adding 126 changes requested by Democrats.
ASML ($ASML) is exploring capacity for 110+ EUV machines in 2028 as AI chip demand stays “very very strong,” according to JPMorgan ($JPM).
Most new EUV orders are already for 2028, with ASML nearly sold out for 2027.
The average 401(k) balance hit a record $155,800 in Q2 2026, up 10.5% from the prior quarter and 13.1% from a year ago, according to Fidelity.
That comes despite September volatility, rising oil prices and 10-year Treasury yields near 5%.
