Next fortnight (what to watch or listen to)

2026-09-28 to 2026-10-12 (UTC dates). Times as published by the source.

Tue 2026-09-29

[product] HOOD Robinhood HOOD Summit '26 'Engines of Creation', Houston (Sep 29-30) (Tenev keynote 17:30 CT / 18:30 ET (Wed 08:30 AEST); day 2 Sep 30) — Watchlist and loved company; new product launches are the usual stock catalyst.
[macro] MACRO US JOLTS job openings, August (10:00 ET (Wed 00:00 AEST)) — First labour read of the week ahead of Friday's payrolls.
[product] MACRO OpenAI DevDay 2026, San Francisco (managed agents expected) (Keynote 10:00 PT / 13:00 ET (Wed 03:00 AEST)) — Agent and pricing announcements set the competitive bar for Anthropic, Cursor, GOOGL and META.
[central_bank] RBA RBA cash rate decision (meeting Sep 28-29); markets price ~92-94% odds of +25bp to 4.60% (14:30 AEST decision, 15:30 AEST presser (00:30 ET Tue)) — All four majors forecast a hike; the AUD reaction translates the whole US book overnight.

Wed 2026-09-30

[macro] MACRO US August PCE inflation + Q2 GDP third estimate (also starts BEA annual revisions) (08:30 ET (22:30 AEST)) — The Fed's preferred inflation gauge; annual revisions can reshape the growth picture.
[earnings] MU Micron fiscal Q4 2026 results (guide $50B +/- $1B; consensus ~$50.6B, EPS ~$31.3) (After US close; call 16:30 ET (Thu 06:30 AEST)) — Holding and memory bellwether; HBM4 pricing and 2027 supply commentary; options price ~10% move.

Thu 2026-10-01

[macro] BOJ BoJ September Tankan (large manufacturers seen +26, up 4) (08:50 JST (09:50 AEST Thu; 19:50 ET Wed)) — AI/semis demand read for Japan (Keyence, Toyota) and a BoJ hike input.
[other] BYD BYD September sales (TBC (HKEX filing, usually on the 1st)) — Watchlist; August was the 2026 high with overseas +86% YTD - checks whether that held.
[central_bank] FED Fed Vice Chair Jefferson on 'US Economy and Monetary Policy'; Waller and Bowman also speak (13:30 ET (Fri 03:30 AEST); Waller 10:00 ET, Bowman 15:00 ET) — Most policy-relevant Fed remarks in the window; no Warsh appearance is on the Fed calendar.
[other] MACRO China National Day Golden Week market closure (Shanghai closed Oct 1-7, reopens Oct 8; HKEX closed Oct 1) — Thin trading for BABA, BYD, CATL; mainland news backs up into Oct 8.
[macro] MACRO US ISM manufacturing PMI, September (August 54.6) (10:00 ET (Fri 00:00 AEST)) — Industrial capex pulse for GEV, TER, Siemens Energy and machinery names.
[product] TSLA Tesla next-gen Roadster unveil, Waco TX (20:30 ET (Fri 10:30 AEST)) — Watchlist; sentiment event the night before Q3 deliveries; production not before 2027-28.

Fri 2026-10-02

[macro] MACRO US September jobs report (no shutdown - CR funds government to Dec 11) (08:30 ET (22:30 AEST)) — Biggest macro print of the window; sets October FOMC (Oct 27-28) pricing.
[other] TSLA Tesla Q3 production and deliveries (consensus ~454k; GS 435k, Barclays 475k) (TBC (expected before US open)) — Watchlist; Q2 delivered 480k+, so a miss vs consensus would show a q/q decline.

Sun 2026-10-04

[other] MACRO Sydney daylight saving starts: US open is now 00:30 AEDT (02:00 AEST Sun (clocks forward to 03:00 AEDT)) — All US times shift one hour later on the owner's clock from here on.

Mon 2026-10-05

[macro] MACRO US ISM services PMI, September (10:00 ET (Tue 01:00 AEDT)) — Services is most of the economy; prices-paid component feeds the inflation debate.
[other] NVDA CME/Silicon Data H100 and B200 GPU rental-index futures launch (TBC (NYMEX listing; pending regulatory review)) — First tradable price for AI compute; a public signal on GPU rental rates for NVDA and neoclouds.

Tue 2026-10-06

[other] AMZN Amazon Prime Big Deal Days (22 countries incl. Australia) (Oct 6-7, from 00:01 PT / 03:01 ET (18:01 AEDT Tue)) — Holding; early holiday-demand read for AMZN retail and ads.
[conference] MRVL Marvell Investor Day, New York (Livestream 09:00 ET (Wed 00:00 AEDT)) — Holding; multi-year TAM and custom-silicon targets are the main catalyst before earnings.

Wed 2026-10-07

[earnings] 005930 Samsung Electronics Q3 preliminary earnings (consensus ~107T won op profit, 200T revenue) (Oct 7 or 8, TBC (Korean press leans Thu Oct 8); KST morning, ~10:00 AEDT) — First hard Q3 memory profit number and first 100T-won quarter if consensus holds; read-across to MU and SK hynix.
[central_bank] FED FOMC minutes from the Sep 15-16 meeting (14:00 ET (Thu 05:00 AEDT)) — Shows how split the committee is on the path of cuts under Warsh.

Thu 2026-10-08

[other] TSM TSMC September revenue (Q3 results follow Oct 15) (13:30 Taipei (16:30 AEDT; 01:30 ET)) — Holding; completes Q3 revenue vs guidance; August was +53% y/y.

Mon 2026-10-12

[conference] MACRO OCP Global Summit (open compute: racks, networking, power); US bond market shut for Columbus Day (Oct 12-15, San Jose) — Data-centre hardware roadmaps for NVDA, MRVL, ALAB, CRDO, AVGO.

Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-09-28 21:35 UTC.