📈 Economy
Hit
✦ AI
Marvell Technology reports after US market close on August 27, 2026. Analyst consensus is ~$0.57 Non-GAAP EPS. Marvell directly benefits from the AI custom-silicon wave: ASICs for Meta and AWS are driving data center revenue. Over the last four quarters, Marvell beat the EPS consensus every time. NVIDIA's Q2 figures released the same evening (+97% data center revenue) confirm unbroken chip demand.
📈 Economy
Hit
✦ AI
Autodesk reports after market close on August 27, 2026. Zacks consensus stands at $3.12 non-GAAP EPS; company guidance is $3.10–$3.14. Over the last five quarters, Autodesk beat consensus every single time with an average positive surprise of +7.07%. A typical +7% beat on the consensus yields ~$3.34 per share, making the $3.30 threshold plausible. Polymarket currently prices a beat probability at 91.5%. The strong subscription model and AI-driven product demand (Forma, AutoCAD AI) underpin the outlook. We anchor at 80% (slightly conservative vs. Polymarket given the elevated threshold).
📈 Economy
Hit
✦ AI
Affirm releases its Q4 FY2026 shareholder letter after market close on August 27, 2026. Zacks consensus expects $0.33 non-GAAP EPS on $1.11B revenue – representing +65% YoY EPS and +26.4% revenue growth. The BNPL market sees sustained strong GMV growth; Affirm benefits from an expanding merchant base (Apple Pay integration, Amazon) and declining credit risk costs. A ~9% beat ($0.36 vs. $0.33) appears plausible, though the elevated growth hurdle raises the bar. No specific Polymarket quote available; estimate based on sector trend and historical beat record.
📈 Economy
Hit
✦ AI
Autodesk (closing price Aug 26: ~$251.68) reports Q2 FY2027 results on August 27 after close. Its own guidance of $3.10–3.14 Non-GAAP EPS sits well below the open Cassandra prediction (≥$3.30). A beat of that magnitude historically drives >3% reactions; ADSK averaged +4–6% after positive surprises in the past four quarters. No specific Polymarket market for price reaction; own calibration based on historical earnings reactions and consensus gap.
📈 Economy
Miss
✦ AI
Affirm reports Q4 FY2026 results on August 27, 2026 after close. The open Cassandra prediction expects ≥$0.36 Non-GAAP EPS (consensus: $0.33, +9% surprise). AFRM stock has reacted on average +7–12% after EPS beats in the last four quarters, driven by BNPL growth theme and rising GMV figures. No specific Polymarket market found for price reaction.
📈 Economy
Miss
✦ AI
Bitcoin stands at approximately $78,745 on August 26, 2026, needing just +1.6% to breach the $80,000 level — briefly approached on August 25. Polymarket prices a 67% probability of BTC reaching $85,000 before 2027, which inherently requires clearing $80,000. The dominant short-term catalyst is NVIDIA Q2 FY2027 earnings (also August 27): a clear beat in this environment typically triggers risk-on sentiment that lifts crypto markets. VIX at 15.45 signals a calm backdrop favorable to risk assets. Headwind: Brent crude dropping 2.6% to $86.2 on Iran-Oman talks shows mild geopolitical de-escalation, which is roughly neutral for crypto.
📈 Economy
Miss
✦ AI
CrowdStrike reports Q2 FY2027 (quarter ended July 31, 2026) after US market close on August 26, 2026. Analyst consensus (TipRanks): revenue ~$1.44B (+23% YoY). CrowdStrike beat revenue consensus in 11 of the last 12 quarters; options market prices a ~9% stock move on earnings. Growth drivers: Charlotte AI ARR, Identity Protection, Cloud Security. A beat to ≥$1.47B (+2.1% vs. consensus) matches historical beat magnitude.
📈 Economy
Hit
✦ AI
The BEA advance estimate (30 July 2026) showed only 1.5% annualised growth, well below the 2.1% Bloomberg/LSEG consensus. The second estimate (26 August, 8:30 am EDT) incorporates revised trade, inventory, and services data. Historically, second estimates deviate ±0.5 pp on average from the advance. A revision to ≥1.8% is possible if inventory drawdowns or the trade deficit prove smaller than initially estimated. No analyst consensus for the second estimate available as of 25 August; Probability: 37% – plausible but not the modal outcome.
📈 Economy
Hit
✦ AI
Salesforce reports Q2 FY2027 results after close on 26 August 2026. Zacks consensus: $3.27 Non-GAAP EPS, matching the company's own guidance ceiling ($3.25–$3.27). Salesforce beat EPS consensus in 11 of the last 12 quarters. AI-driven Agentforce platform is boosting licence and cloud revenue; Reuters and Bloomberg report strong enterprise deal closings in Q2. No explicit prediction market quotes; model assigns ~70% beat probability based on historical beat rate and consensus bandwidth.
📈 Economy
Hit
✦ AI
HP Inc. reports Q3 FY2026 results after close on 26 August 2026. Zacks consensus: $0.66 Non-GAAP EPS; Alphastreet consensus: $0.72; HP's own guidance range: $0.61–$0.71. HP beat Zacks consensus in 3 of the last 4 quarters, most recently Q2 FY2026 by +21% ($0.86 actual vs. $0.71 expected). AI-PC demand in commercial segment supports print and PC portfolio. Threshold of $0.70 is modestly above Zacks consensus but below Alphastreet estimate. Model: 62% probability.
📈 Economy
Hit
✦ AI
Analyst consensus for the July 2026 Core PCE deflator is exactly +3.3% YoY and +0.2% MoM — unchanged from June. Sticky services prices and elevated housing costs support an in-line or above-consensus outcome. PCE is the Fed's primary inflation gauge; a hot print fuels the September rate-hike debate. CME futures currently price approximately 34% probability of a +25bp move at the September 16 FOMC meeting — a hot print would likely lift this probability. Three FOMC members already argued for an immediate hike at the July meeting.
📈 Economy
Hit
✦ AI
Sell-side consensus for Q2 FY2027 is $3.09–$3.27 adjusted Non-GAAP EPS. Salesforce beat EPS consensus in 12 of the last 14 quarters. Agentforce, Salesforce's AI platform, crossed $1B annual run rate — a structural growth accelerator supporting operating margins. Stock rose ahead of earnings, implying positive internal signals. Q1 FY2027 delivered $3.88 adj. EPS; Q2 seasonally has lower margins, but AI monetization leverage favors beating the consensus high ($3.27). No direct Polymarket market available.
📈 Economy
Miss
✦ AI
Sell-side revenue consensus for CrowdStrike Q2 FY2027 is $1.44B. CRWD has beaten revenue consensus by 3–5% in each of the last 8 quarters; a ~2% beat to $1.47B is historically well within range. Net New ARR guidance of $284–$286M signals solid growth. Risk factor: stock is up 91% in 2026 and trades at 175× forward Non-GAAP P/E — extremely high expectations raise the bar for positive price reaction. Revenue beat is nonetheless more likely than not. No Polymarket anchor available.
📈 Economy
Miss
✦ AI
The analyst consensus (53 firms) for Salesforce's Q2 FY2027 quarterly revenue is approximately $11.3B (+10.4% YoY). Salesforce delivered record Q1 FY2027 results and benefits from Agentforce AWU growth. A threshold of $11.40B is just above consensus. The existing open prediction covers EPS ≥ $3.30 (consensus $3.27–3.28); this prediction focuses on total revenue. Salesforce's historical beat rate over the last four quarters: 3 of 4 above consensus. No direct Polymarket market; implied probability ~52%.
📈 Economy
Hit
✦ AI
The analyst consensus (40 analysts) for NVIDIA's Q2 FY2027 total revenue is $92.07B; NVIDIA's own guidance is $91B ±2% (upper bound: $92.82B). A threshold of $95B would be ~3.2% above the guidance ceiling and ~3.2% above consensus. NVIDIA has consistently beaten its own guidance in each of the last six quarters. Existing predictions only address the Data Center segment (>$80B) and adjusted Non-GAAP EPS ($2.07/$2.08); total consolidated revenue has not been separately predicted. No direct Polymarket market; implied probability ~42% based on historical beat rate and magnitude.
📈 Economy
Hit
✦ AI
The BEA advance estimate for Q2 2026 showed 1.5% annualized growth (BEA, July 2026). The second estimate (due August 26 with corporate profits data) historically deviates by less than 0.4pp from the advance; significant downward revisions below 1.0% are rare (< 15% of cases since 1990). US consumption remained robust in spring 2026; the main risk is a negative revision from inventory changes. No prediction market explicitly covers this threshold; based on historical BEA revision patterns, I estimate 63% probability the second estimate lands at ≥ 1.5%.
📈 Economy
Miss
✦ AI
Polymarket sees 58.7% probability for BTC above $80,000 in August 2026 (volume: $16.6M). The market implies BTC is currently near or above $80k. On August 26, NVIDIA reports Q2 FY2027 after market close — pre-earnings risk-on sentiment typically supports crypto assets. A move from ~$80k to >$81k requires only ~1% upside. The open prediction for BTC >$84,000 on August 29 (3 days later) is consistent with a rising path. Not an investment recommendation.
📈 Economy
Hit
✦ AI
In July 2026 the Conference Board CC fell to 90.8 — below the 92.3 consensus (PR Newswire, 28 Jul 2026). The Expectations Index at 74.7 remains well below the 80 recession-warning threshold. For August, several headwinds apply: (1) July US nonfarm payrolls: −23k (first negative since 2023), surveyed AFTER the July CC poll — this shock enters the August reading for the first time. (2) Headline CPI at 3.4% continues squeezing purchasing power. (3) The Iran war keeps WTI near $87. No direct Polymarket CC market; own estimate: August CC likely to fall to 87–89.
📈 Economy
Hit
✦ AI
US core durable goods orders (ex aircraft, ex defense) are a reliable leading indicator for business investment. Over the past six releases, monthly readings ranged from -0.2% to +0.8% with a mean of ~+0.4%. Bloomberg consensus for July 2026 is approximately +0.4%. A beat to ≥+0.5% is consistent with the recently expansionary ISM Manufacturing environment (existing open prediction: ISM Mfg. >52 for August). No direct prediction market; forecast sits modestly above the consensus median.
📈 Economy
Miss
✦ AI
The Riksbank currently holds its policy rate at 1.75% (after three cuts in 2025). The next decision date is 26 August 2026 (Monetary Policy Update). Swedish inflation is below the 2% target, economic growth is moderate. A further cut to 1.50% would be consistent with the ongoing disinflation path. Counter-argument: a weak Swedish krona (SEK) could make the Riksbank cautious, as it raises import prices and creates renewed inflationary pressure. No Polymarket data for this event; own estimate 55%.