What to Watch in the Day Ahead - Thursday, September 10

Adobe

09/09/2026 19:31

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 Oracle is expected to report a sharp rise in first-quarter revenue helped by strong demand for its cloud-computing services, thanks to surging enterprise spending on AI. Investors, however, will be focused on the company's capital spending plans, as the company's steep AI investments start to leave a mark on its cash flows.

Adobe is expected to report growth in third-quarter revenue as it expects continued demand for its AI integrated products and tools.

The U.S. Labor Department's Bureau of Labor Statistics is expected to report that producer price index (PPI) for final demand likely rose 0.4% in August after remaining flat in the prior month. PPI, excluding food and energy components, probably rose 0.3% last month after rising 0.2% in July. Separately, the Labor Department is expected to release its weekly jobless claims report. Initial claims for unemployment benefits likely dropped by 1,000 to 205,000 for the week ending September 5. Continued jobless claims for the week ending August 29 possibly increased to a seasonally adjusted 1.78 million. Meanwhile, the National Association of Realtors is expected to report existing home sales likely declined to a seasonally adjusted annual rate of 3.98 million units in August from 4.06 million units in July.

Nvidia CEO Jensen Huang and Seagate CFO Gianluca Romano are expected to speak at the Goldman Sachs Communacopia + Technology Conference 2026.

Procter & Gamble CFO Andre Schulten is expected to speak at Barclays consumer conference.

Macy's is expected to post its second-quarter results in a divided economy amid weak demand from cost-conscious consumers even as higher-income shoppers splurge. Investors will look for comments on demand and spending among consumer cohorts, turnaround progress as well as annual forecasts.

On the Latin American front, Brazil’s statistics agency IBGE is expected to report that the country’s services activity likely rose 0.2% in July after remaining unchanged in the prior month. Additionally, Argentina’s statistics agency, INDEC, is set to release August inflation data. Consumer prices likely rose 1.7% after increasing 2.1% in the previous month. In the 12 months through August, prices are projected to rise 33.6%. Meanwhile, Peru's central bank is scheduled to announce its monetary policy decision and is expected to hold its benchmark interest rate unchanged at 4.25%.

(Compiled by Lactus Fernandes in Bengaluru; Editing by Joyjeet Das)