Inflation Data, Tech Earnings Highlight Busy Week

• CPI and core CPI inflation data release Wednesday, August 12, followed by PPI data on Thursday, August 13
• Notable earnings reports include CAVA Group, Lumentum, Cerebras Systems, Applied Materials, and several other high-beta growth names throughout the week
• Additional economic releases include NFIB small business optimism, existing home sales, retail sales, and the University of Michigan consumer sentiment survey

Summary

Key Events:

Wall Street faces a data-heavy week August 10-14, 2026, featuring critical inflation reports and numerous earnings releases from high-growth technology companies.

Economic Data Schedule:

• Tuesday, Aug. 11: NFIB Small Business Optimism Index, existing home sales
• Wednesday, Aug. 12: CPI and core CPI data (key inflation indicators), monthly treasury balance
• Thursday, Aug. 13: Weekly jobless claims, PPI (Producer Price Index) data
• Friday, Aug. 14: Retail sales, manufacturing & trade inventories, University of Michigan consumer sentiment survey

Companies Reporting Earnings:

• Monday: AST SpaceMobile (ASTS), BridgeBio Pharma (BBIO), Hims & Hers Health (HIMS)
• Tuesday: CAVA Group (CAVA), Firefly Aerospace (FLY), Lumentum (LITE)
• Wednesday: Cerebras Systems (CBRS), StubHub (STUB)
• Thursday: Birkenstock (BIRK), Intuitive Machines (LUNR), Yeti Holdings (YETI), Applied Materials (AMAT)

Market Implications:

The confluence of inflation data and tech earnings creates significant volatility potential. CPI data on Wednesday will be particularly crucial for assessing Federal Reserve policy direction. The PPI report Thursday provides additional inflation insights from the producer perspective. Consumer-facing data (retail sales, consumer sentiment) will gauge economic health amid ongoing inflation concerns.

The earnings calendar features several high-beta growth names that typically generate substantial market movement, particularly in the technology and consumer sectors. Applied Materials' results will provide semiconductor industry insights, while consumer brands like Birkenstock and Yeti offer retail sector perspective.

Traders should prepare for heightened volatility, especially around Wednesday's CPI release and individual earnings announcements.