---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000790357.md"
description: "Speedrun | Upcoming Events This Week - [July 13 - July 17, 2026]Stay informed on events/news for the coming week. Iran Conflict Update> The Headlines: U.S. Central Command launched a third round of strikes over the weekend following an IRGC attack on a container ship in the Strait of Hormuz.> The Chaos: Rhetoric around closing/opening the Strait remains highly erratic.> The Takeaway: Both sides are burning precious time during this "ceasefire" by trading blows instead of negotiating. You must watch this daily until a final deal is locked in—time is running out.Earnings Calendar> The Lineup: Massive week featuring tech structural anchors ($TSMC, $ASML(ASML.US), $Aehr Test(AEHR.US)) alongside big banking ($Goldman Sachs(GS.US), $Citigroup(C.US), $Morgan Stanley(MS.US)).> ASML Expectations: Morgan Stanley projects Q2 sales at €9B (3% ahead of consensus) and EPS +5% beating consensus. Look for strong EUV/DUV commentary.> TSMC Expectations: Anticipate stellar 68–69% gross margins, top/bottom-line beats, raised guidance, and CoWoS capacity growth talk.> The Catch: TSMC's CapEx might technically miss upside expectations solely because ASML is hitting physical EUV shipment shortages.AI Themes Update> SOX Technicals: Sitting at a neutral 49.78 RSI—neither overbought nor oversold, setting the stage for another potential rally.> Photonics: Currently "stuck in the mud." Conflicting data on Co-Packaged Optics (CPO); Seeking Alpha suggests delays to 2029, while banks say on track, but a high-volume ramp before 2028 is unlikely due to TSMC COUPE yield struggles.> Memory: Strong rebound. Demand and pricing remain highly bullish, further energized by the new SK Hynix ADR trading.> Equipment (WFE): The structural winners. High demand is stretching lead times. Despite stretched valuations, their deep moats make their upcoming financial performance a likely positive shocker—to the point where ASML might actually use their pricing power to hike EUV prices.Economic Calendar> Tuesday (CPI & Fed Chair Warsh): Core CPI is expected at 2.9% (aided by lower gas prices bleeding into core). Keep a close eye on Fed Chair Warsh’s testimony to parse his views on AI's impact on inflation and the rollout of his new task force.> Wednesday (PPI): Producer inflation is the ultimate leading indicator. If producers face higher input costs, they will pass them directly to consumers. A hot print here will be brutal for market sentiment.Link in replies👇"
datetime: "2026-07-12T22:02:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000790357.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000790357.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000790357.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Speedrun | Upcoming Events This Week - [July 13 - …


### Related Stocks

- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [AEHR.US](https://longbridge.com/en/quote/AEHR.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**