📅 Thursday, March 05, 2026 | ☕ Morning Briefing
🕒 All times in Eastern Time (ET)
⸻
🔎 Overview:
Markets are watching a mix of macro data, key retail and tech earnings, and geopolitical developments. Results from
$COST,
$MRVL and
$JD are in focus. At the same time, China’s National People’s Congress begins, which could provide signals on economic policy. Weekly jobless claims will offer another check on the strength of the U.S. labor market.
⸻
📊 Economy & Fed:
• 8:30 AM 🇺🇸 Initial Jobless Claims
⸻
💰 Earnings Pre-Market:
•
$JD JD.com – 4:30 AM
•
$BILI Bilibili – 5:00 AM
•
$LQDA Liquidia Technologies – 6:30 AM
•
$KR Kroger – 8:00 AM
•
$GSL Global Ship Lease – 8:00 AM
•
$TNGX Tango Therapeutics – 9:00 AM
•
$CIEN Ciena – 7:00 AM
•
$CRMD CorMedix – 7:30 AM
•
$PMTS CPI Card Group – 7:00 AM
•
$RGNX REGENXBIO – 7:05 AM
•
$ALT Altimmune – 7:00 AM
•
$BJ BJ’s Wholesale Club – 6:45 AM
•
$BRLT Brilliant Earth – 6:45 AM
•
$CNQ Canadian Natural Resources – Before Open
•
$KURA Kura Oncology – 6:30 AM
•
$OLPX Olaplex – 6:45 AM
•
$ALGS Aligos Therapeutics – 8:30 AM
•
$ATHM Autohome – 4:30 AM
•
$BVS Bioventus – 7:30 AM
•
$SSYS Stratasys – 7:30 AM
•
$CCEC Capital Clean Energy Carriers – 8:30 AM
•
$FTCI FTC Solar – 6:30 AM
•
$VSCO Victoria’s Secret – 7:00 AM
•
$TTC Toro Company – 8:30 AM
⸻
💰 Earnings After-Market:
•
$MRVL Marvell Technology – 4:05 PM
•
$COST Costco Wholesale – 4:15 PM
•
$GPRO GoPro – 4:05 PM
•
$IOT Samsara – 4:10 PM
•
$GWRE Guidewire Software – 4:15 PM
•
$PBR Petrobras – 7:50 PM
•
$PTRN Pattern Energy – 4:00 PM
•
$GAP Gap – 4:15 PM
•
$WTI W&T Offshore – 4:45 PM
•
$AEYE AudioEye – 4:00 PM
•
$BCIC BCP Investment – 4:05 PM
•
$COO CooperCompanies – 4:15 PM
•
$GEVO Gevo – 4:00 PM
•
$KINS Kingstone Companies – 4:45 PM
•
$SWBI Smith & Wesson – 4:55 PM
•
$ERO Ero Copper – 5:05 PM
•
$GDYN Grid Dynamics – 4:05 PM
•
$OMDA Omada Health – 4:10 PM
•
$OPRX OptimizeRx – 4:00 PM
•
$RUM Rumble – After Close
⸻
📅 Events:
• 🇨🇳 National People’s Congress begins
• Caterpillar CEO speaking at CONEXPO (industrial sector read-through)
⸻
📈 Trading & Positioning:
• MRVL as a key semiconductor read for AI and data center demand
• COST as a gauge for U.S. consumer strength
• JD offering insight into Chinese e-commerce trends
• Jobless claims as a near-term indicator for labor market momentum
⸻
📌 What matters today?
A combination of key retail and tech earnings together with jobless claims could drive market sentiment today. After the close, results from MRVL and COST may move semiconductor and consumer stocks, while the start of China’s National People’s Congress could provide additional macro signals from Asia.