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The focus of the markets next week will be on Jackson Hole and the tone fro= m Federal Reserve members at their annual symposium. The Fed meets at a tim= e when some analysts are warning that frenzied trading in meme stocks and o= verconfidence in inflation being tamed could be a signal that investors are= in front of their skies. Economic reports next week could also disrupt, wi= th updates due out on durable goods orders, home prices, PMI readings and t= he closely-watched PCE price gauge. Earnings reports will pour in from the = consumer and tech sectors again, with Dollar Tree (NASDAQ:DLTR), Dollar Gen= eral (NYSE:DG), Nvidia (NVDA), and Salesforce (CRM) some of the headliners.
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Welcome to the Sunday edition of Wall Street Breakfast,=20 which previews events for investors to watch during the upcoming week. If y= ou want to receive this a day earlier, follow Stocks to Watch and select the option to receive email notifications.

Top News
Economic reports in the we= ek ahead
The focus of the markets next week will be on Jackson H= ole and the tone from Federal Reserve members at their annual symposium. Th= e Fed meets at a time when some analysts are warning that frenzied trading = in meme stocks and overconfidence in inflation being tamed could be a signa= l that investors are in front of their skies. Economic reports next week co= uld also disrupt, with updates due out on durable goods orders, home prices= , PMI readings and the closely-watched PCE price gauge. Earnings reports wi= ll pour in from the consumer and tech sectors again, with Dollar Tree (NASD= AQ:DLTR), Dollar General (NY= SE:DG), Nvidia (NVDA), and Salesforce (CRM) some of the headliners.
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Earnings

Earnings spotlight: Monday, August 22 Palo Alto Networks (PA= NW) and Zoom Video (ZM),

Earnings spotlight: Tuesday, August 23 = - Intuit (INU), Medtronic (MDT), = JD.com (JD= ), J.M. Smucker (SJM<= /a>), and Urban Outfitters (URBN).


Earnings spotlight: Wednesday, August 24 - Nvidia (NVDA), Salesforce.com (CRM), Royal Bank of Canada (RY), Snowflake (SNOW), and Autodesk (ADSK).


Earnings spotlight: Thursday, August 25 - To= ronto-Dominion Bank (TD= ), Dollar General (DG)= , Marvell Technology (MRV= L), Peloton Interactive (NASDAQ:PTON), Dollar Tree (DLTR), and Workday (WDAY= ).


Earnings spotlight: Friday, August 26 JinkoSo= lar Holding Co. (JKS).
IPOs
IPO watch: Starbox Group Holdings Ltd.= (NASDAQ:STBX) is = expected to start trading. The Malaysia-based firm provides advertising ser= vices and a mobile platform for retailers to better connect with customers.=
Central Banking
Spotlight on Jackson Hole: The Federal= Reserve's Jackson Hole Symposium could make headlines with traders looking= for clues on the pace of rate hikes. The annual retreat by central bankers= to the Tetons is getting more attention than normal with U.S. equities app= earing to be factoring in a tamer fight against inflation than FOMC speaker= s have tipped off in their speeches and dot plots. Fed Chairman Jerome Powe= ll is expected to dig in a bit and establish his hawkish credentials. The t= one from Powell could shift investor sentiment if he reiterates that the ri= sks of inflation are more significant than the risk of a hard landing for t= he U.S. economy. The Fed is still anticipated to raise the target range for= the federal funds rate by 50 or 75 points in September and follow with 25 = or 50 points hikes in November and December. Fed watchers are also looking = for more details on the Fed's balance sheet reduction strategy.
Analysis

Nvidia earnings preview: Chipmaker = Nvidia (NVDA) will report e= arnings with investors and analysts skittish over another downward guidance= revision to follow on the warning in June. Nvidia (NVDA) reset expectations due to a deterioration in= gaming demand and weaker than expected data center revenue due to supply c= hain disruptions. Bank of America is positive on the report and said even a= "second cut" could clear the decks ahead of the upcoming new 5nm gaming (<= span>Lovelace) and data center (Hopper, Grace) pipeline. Looking ahe= ad, the Nvidia (NVDA) GPU T= ech Conference from September 19-22 is seen as a major catalyst.

Dollar store earnings: The retailer sector hears from discoun= ters Dollar General (DG) and Dollar Tree (DLTR) ne= xt week in reports that could tip off just how much consumers are trading d= own or pinching pennies. In particular, watch for commentary from dollar st= ore execs on if higher-income cohorts are in the sales mix. In general, ana= lysts have pointed to dollar stores as positioned to take share amid the ma= cro, supply chain, and inventory headwinds hitting retail. Consensus estima= tes on Dollar General (DG<= /a>) are for revenue of $9.4B and EPS of $2.93 to be reported. Dollar Gener= al has beaten EPS estimates in 6 of the past 8 quarters, exceeding revenue = expectations 7 times in that span. Meanwhile, Dollar Tree (DLTR) is seen churning up $6.78B in revenue = and EPS of $1.60. Heading into report, 18 of the last 21 EPS revisions on D= ollar Tree have been to the downward side. Wells Fargo thinks guidance coul= d surprise to the upside, with the two retailers have a higher degree of ea= rnings visibility into next year than most others.
Events

Corporate events: Shareholders Soft= ware Acquisition Group III (NASDAQ:SWAG) will vote on August 22 on the deal to take c= ommerce-as-a-service technology provider Nogin public as part of a SPAC mer= ger. The combined firm will have an estimated post-transaction enterprise v= alue of $646M, assuming no redemptions by SWAG stockholders. Rite Aid (RAD) will host a virtual share= holder investor event on August 22 with CEO Heyward Donigan and CFO Matt Sc= hroeder scheduled to answer questions from interest parties. Heading into t= he event, stock has been the subject of activist speculation and has a high= level of short interest outstanding on it. Also on August 22, Cisco (CSCO) and Loop Capital Host a T= ech Talk on Cisco's Optical Business. Read about more events that could mov= e shares in Seeking Alpha's Catalys= t Watch.

Notable conferences: The conference sc= hedule is headlined by Rosenblatt technology summit on the age of AI Scalin= g. The firm is hoping to support its thesis that the setup of the current s= emiconductor cycle is a rare planetary alignment of market forces, which in= clude Artificial Intelligence and AI at the Edge. Companies making an appea= rance include AMD (AMD= ), Cadence Design Systems (NASDAQ:CDNS), Micron (MU), Calix (NYSE:CALX),= QuickLogic (QUIK), and= Altair Engineering (ALTR<= /a>). Outside of the spotlight on AI, the conference schedule next week als= o includes the Raymond James Diversified Industrials Conference, D.A. David= son Big Sky Tech Conference, Seaport Global Annual Virtual Summer Investor = Conference, Midwest IDEAS Conference, and Needham Virtual Semiconductor and= SemiCap 1x1 Conference.
Stocks

Barron's mentions: Haleon (NYSE:HLN) catches the attention of the publi= cation this week about a month after the company's spinoff from GlaxoSmithK= line (GSK). A buy recommendation is iss= ued on the large-cap, pure-play consumer healthcare stock on the expectatio= n for steady growth and income for investors. Haleon is known for selling o= ral health products like Sensodyne and Aquafresh; over-the-counter drugs, i= ncluding Advil and Theraflu, as well as vitamins and supplements like Centr= um. Haleon plans a dividend payout starting in the first half of next year = at the lower end of a 30% to 50% range of earning. On the valuation front, = Haleon is valued at 13.5X the consensus 2023 EPS mark, which is noted to be= a lower multiple than other consumer healthcare products such as Unilever = (UL) and and Procter & Gamble (<= a href=3D"https://email-st.seekingalpha.com/click/28799336.797667/aHR0cHM6L= y9zZWVraW5nYWxwaGEuY29tL3N5bWJvbC9QRz9tYWlsaW5naWQ9Mjg3OTkzMzYmc2VyaWFsPTI4= Nzk5MzM2Ljc5NzY2NyZ1c2VyaWQ9MzUzODQ1MTUmc291cmNlPWVtYWlsX3dzYiZtZXNzYWdlaWQ= 9d2FsbF9zdHJlZXRfYnJlYWtmYXN0JnV0bV9zb3VyY2U9c2Vla2luZ19hbHBoYSZ1dG1fbWVkaX= VtPWVtYWlsJmxjdGc9NjBjMWU1YzRkYmE4M2U1OTE0OWZmMzQ3/60c1e5c4dba83e59149ff347= Bae34b8b6" title=3D"The Procter & Gamble Company">PG). The publicat= ion also ran through all the hedge fund filings to find five stocks picked = up broadly during Q2. Disney (DIS), Salesforce (CRM),= Fiserv (NASDAQ:FISV), LPL Financ= ial (NASDAQ:LPLA),= and Perimeter Solutions (P= RM) stood out as intriguing picks.

Sources: EDGAR, Bloomberg, CNBC, Reuters
Seeking Alpha=E2=80=99s Wall Street Breakfast Podcast
Seeking Alpha's Wall Street Breakfast podcast brings you all the news you n= eed to know for your market day. Released by 8:00 AM ET each morning, it is= a quick listen that you can put on as you get ready to start your working = day.
 
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