Three big market movers ahead

This week brings Costco earnings, Meta's developer conference, and a Trump-Xi summit. Each could move markets significantly.

Costco's earnings and dividend watch

The retailer reports Thursday with Street expecting $6.53 earnings per share on $94.8 billion in sales. Investors are watching for a special dividend announcement, potentially worth $22 per share.

Why Costco thrives in inflation

Higher inflation favors Costco's bulk-selling and membership model, which offers unmatched value. Analysts will focus on profit, membership growth, and retention trends.

“Costco's club membership and bulk-selling model allow it to offer best-in-class value that is nearly unmatched.”

Meta Connect brings AI focus

Meta's annual developer conference starts Wednesday with CEO Mark Zuckerberg keynoting at seven p.m. Eastern. Artificial intelligence will be front and center, including updates on the Muse Spark family of models.

Meta's AI and hardware roadmap

Expect details on how Meta is applying AI innovation to products, strengthening its app family, and progress on Ray-Ban smart glasses and a new mixed-reality headset.

Trump and Xi meet on trade

President Trump hosts Chinese President Xi in Washington Thursday. The key focus is extending the tariff truce set to expire November 10, and narrowing the roughly ninety-one billion dollar trade deficit.

Boeing and AI in trade talks

Aircraft purchases from Boeing are a recurring topic in U.S.-China trade discussions. Artificial intelligence is also expected to be discussed as China seeks to close the gap with U.S. companies.

Taiwan and oil supplies at stake

Any discussion of Taiwan, critical to the global semiconductor supply chain, is important to monitor. The war in Iran is also affecting crude oil supplies for both nations.