Perspectives hebdomadaires de WuBlockchain | Les résultats de Meta, Tesla et des fabricants de puces au premier plan, tandis que les PMI américains actualisent les anticipations de taux…

WuBlockchain · 2026-10-19T07:07:30.000Z

Rédacteur | Wu Blockchain Vérifié le 17 octobre 2026 (ET) | Période couverte : du 18 au 25 octobre 2026 (ET) Les événements clés à suivre cette semaine : Les résultats de Meta, Tesla et des fabricants de semi-conducteurs seront au premier plan cette semaine, avec une attention particulière portée aux dépenses d’investissement dans l’IA, à la rentabilité et aux commandes d’équipements. Les stocks de pétrole aux États-Unis, les demandes d’allocations chômage et les indices PMI américains et européens fourniront de nouveaux संकेतaux sur les coûts de l’énergie, l’emploi et l’inflation avant la réunion de la Fed prévue fin octobre. Dimanche 18 octobre, 22 h ET | PIB chinois du T3 et données économiques de septembre

Editor | Wu Blockchain
Verified as of October 17, 2026 (ET) | Coverage period: October 18–25, 2026 (ET)
The key events to watch this week:
Meta, Tesla and semiconductor earnings take center stage this week, with AI capital spending, profitability and equipment orders in focus. U.S. oil inventories, jobless claims and U.S. and European PMIs will provide fresh signals on energy costs, employment and inflation ahead of the Fed's late-October meeting.
Sunday, October 18, 10:00 p.m. ET | China Q3 GDP and September Economic Data
China's GDP growth slowed to 4.3% year over year in Q2, while a Reuters survey expects a modest rebound to 4.4% in Q3. Industrial production, retail sales and fixed-asset investment will also be released. The key question is whether manufacturing and export growth are translating into stronger domestic consumption and investment, and whether recent policy support is gaining traction.
Wednesday, October 21, 10:30 a.m. ET | EIA Petroleum Inventories
U.S. commercial crude inventories fell by approximately 8.6 million barrels to 415.6 million barrels in the week ended October 9, exceeding expectations for a smaller draw. September CPI inflation reached 3.7% year over year, with gasoline prices rising 9.1% month over month. Crude and fuel inventories, refinery utilization and trade flows will show whether energy supply pressures are easing.
Wednesday, October 21, 4:30–5:30 p.m. ET | Meta, Tesla and Semiconductor Earnings Calls
Meta's Q2 CapEx reached $31.08 billion, while free cash flow was just $784 million. Its full-year CapEx outlook stands at $130–145 billion. Advertising growth, AI spending and margins will be central to the report. Tesla delivered 486,532 vehicles in Q3, putting automotive margins, energy profitability and autonomous driving progress in focus. Lam Research previously guided for quarterly revenue of $8.1 billion, while Texas Instruments expects $5.65–6.15 billion. Their results will update semiconductor equipment, industrial and data-center demand. IBM will also report, with software and consulting growth in focus.
Thursday, October 22, 8:30 a.m. ET | U.S. Initial Jobless Claims
Initial jobless claims stood at 199,000 in the week ended October 10, remaining below 200,000 for a fifth consecutive week, with the four-week average at 198,500. The next report will show whether slower hiring is beginning to translate into higher layoffs. A sustained increase in initial and continuing claims would strengthen concerns about labor-market weakness.
Thursday, October 22, 4:30 p.m. ET | Western Digital Fiscal Q1 Earnings Call
Western Digital reported 44% year-over-year revenue growth to $3.75 billion last quarter, with GAAP gross margin reaching 54.1%. The company expects revenue growth of 42%–49% in its new fiscal quarter. Cloud HDD shipments, average selling prices, margins and supply capacity will reveal whether growth is being driven by higher customer demand, improved product mix or pricing.
Friday, October 23, 4:00 a.m. ET | Eurozone Flash PMIs; 9:45–10:00 a.m. ET | U.S. Flash PMIs and Final Consumer Sentiment
The U.S. composite flash PMI reached 58.4 in September, its highest in more than five years, alongside accelerating input costs. The eurozone composite flash PMI rose to 53.1. Meanwhile, preliminary October U.S. consumer sentiment fell to 46.3, with one-year inflation expectations rising to 4.7%. New orders, employment and price components will show whether growth and inflation pressures remain elevated ahead of the Fed's next decision.
Bottom line:
Meta's revenue grew 28% last quarter, but costs and expenses jumped 55%. This week's earnings will test its margins, cash generation and $130–145 billion CapEx outlook. Lam Research, Texas Instruments and Western Digital will update the outlook for chipmaking, industrial and cloud storage demand. U.S. labor and PMI price data could also shift rate expectations and tech valuations.