Economic Calendar and Trading Strategy This Week: CPI, PPI, Retail Sales

Article cites Palantir’s Q2 revenue surge and a 10.32% single-session move, framing it as a key long position into CPI/PPI week.

Moderate upside bias if CPI/PPI cool and risk appetite holds; downside risk if inflation re-accelerates and rates jump.

The text provides specific PLTR performance and ties the broader strategy to upcoming CPI/PPI timing, but it does not add new PLTR fundamentals beyond what is already described.

Article highlights SpaceX’s post-IPO lockup expiry and a 15.6% Friday jump, using it as a second core long idea.

Likely to track broader risk sentiment around CPI/PPI; could retrace if yields rise on hotter inflation.

The article gives a concrete price move and lockup detail, but provides no additional company-specific news beyond the described lockup event.

Cisco is named for after-close fiscal Q4 results on Wednesday, with the street expecting about $1.17 per share.

High volatility around the print; direction depends on AI/enterprise demand commentary versus the $1.17 expectation.

The article provides a specific earnings timing and consensus reference, but no new Cisco guidance or results yet.

Applied Materials is scheduled to report fiscal Q3 after Thursday’s close, with consensus around $3.36 adjusted EPS and ~$8.95B revenue.

If PPI stays hot while CPI cools, AMAT could see mixed reactions depending on order commentary; otherwise, upside if demand signals are strong.

The article explicitly frames AMAT’s print as a demand versus positioning signal, but does not disclose any new AMAT results.

Oracle is listed as 57% below its high, used to argue that distance from highs alone is not enough to justify buying.

No direct near-term catalyst implied; likely to trade with broader risk-on or macro rates rather than company-specific news.

The text provides a relative valuation framing but no new ORCL event, guidance, or scheduled disclosure.

Nvidia is cited as 5% below its high and grouped with other names to warn against treating different valuation gaps as the same trade.

Near-term price action likely driven by CPI/PPI and broader AI/rates sensitivity rather than NVDA-specific new information.

The article does not report a new NVDA event, only relative performance and a trading caution.

Meta appears in the ontology’s ranked upside gaps list, with a stated remaining upside of 29%.

No immediate directional edge from the article alone; any move would likely follow macro risk appetite.

The only META-specific content is the model’s gap ranking, with no new META disclosure.

ASML is included in the ranked opportunity list with 24% remaining upside, as part of the AI sector structure discussion.

Likely to remain correlated with rates and semiconductor sentiment around CPI/PPI.

No ASML-specific news, guidance, or scheduled event is provided.