Thursday’s Economic Calendar
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Microsoft looked at buying Cursor before SpaceX deal: report
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Goosehead outlines 2026 revenue growth of 10%-19% while targeting 86% client retention
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QuantumScape reiterates 2026 adjusted EBITDA loss guidance of $250M-$275M while ramping Eagle Line QSE-5 output
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Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end
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Lam forecasts June quarter EPS $1.65 ± $0.15 as it raises 2026 WFE view to $140B with upside bias
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Knight-Swift projects Q2 2026 adjusted EPS of $0.45 to $0.49 as truckload bid targets shift to high single to low double-digit increases
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GAP signals MXN 20.8 per share dividend plan as it reiterates 2%-6% 2026 traffic guidance
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IBM signals 5%+ 2026 revenue growth and about $1B higher free cash flow, while keeping guidance unchanged
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Cathay General projects 3.40%-3.50% 2026 NIM while ending rate-cut assumptions
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