Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.
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Enhanced long-only exposure to developed-markets equities outside Australia, score-tilted within fixed sector and country active-weight bands.
Recent events
Dell Technologies is scheduled to report fiscal 2027 second-quarter results on September 3, 2026, at 3:30 p.m. CDT, after the U.S. market close.
Credo is estimated to release first-quarter fiscal 2027 results on September 2, 2026, based on its prior reporting schedule.
HPE's fiscal Q3 2026 earnings release is estimated for September 2, 2026.
Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.
Ross Stores is estimated to release fiscal Q2 2026 results on August 20, with prior guidance of 6%-7% comparable-sales growth and EPS of $1.85-$1.93.
Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.
Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.
Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.
Canadian Natural Resources is scheduled to release its 2026 second-quarter results on August 6, 2026.
Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.
Manulife is scheduled to release its second-quarter 2026 financial results after market close on August 5, 2026.
MKS Inc. is scheduled to release second-quarter 2026 financial results after the U.S. market close on August 5, 2026, followed by a management conference call on August 6 at 8:30 a.m. ET.
Sandisk is scheduled to report fiscal fourth-quarter and full-year 2026 results and hold its earnings call on August 5, 2026.
Suncor formally confirmed it will release second-quarter 2026 financial results before 5:00 p.m. MT on August 4, followed by a management webcast and analyst Q&A on August 5.
Astera Labs is scheduled to release its second-quarter 2026 financial results after the market closes on August 4, 2026.
Caterpillar formally confirmed that it will release second-quarter 2026 results at 5:30 a.m. CDT on August 4, followed by its analyst webcast and teleconference at 7:30 a.m. CDT.
Rockwell Automation confirmed that it will release fiscal third-quarter 2026 results before market open on August 4, followed by a 7:30 a.m. CDT webcast conference call.
Cameco is scheduled to release its 2026 second-quarter results before markets open on July 31, 2026, followed by an 8:00 a.m. ET conference call.
Kioxia Holdings is scheduled to report first-quarter fiscal 2026 results on July 31, 2026 at 3:30 p.m. JST.
Leonardo DRS is scheduled to release second-quarter 2026 results before its 10:00 a.m. ET conference call on 30 July.
Leonardo's Board is scheduled to approve the First Half Report 2026 on 30 July, followed by an earnings release and results conference call on 31 July.
Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.
Samsung Electronics is scheduled to release second-quarter 2026 results and hold an earnings call on July 30, 2026.
Cenovus formally confirmed it will release consolidated second-quarter 2026 operating and financial results on July 29, followed by a conference call and webcast.
Fortinet is scheduled to release second-quarter 2026 financial results after market close on July 29, 2026, followed by a 4:30 p.m. EDT conference call.
SK hynix is scheduled to report second-quarter 2026 results and hold its earnings conference call on July 29, 2026, at 9:00 a.m. Seoul time.
Vertiv is scheduled to release second-quarter 2026 results before market open on July 29, 2026, followed by an 11:00 a.m. Eastern Time conference call.
Bloom Energy is scheduled to release its second-quarter 2026 financial results after market close on July 28, 2026.
Corning is scheduled to report second-quarter 2026 financial results and hold its earnings call on July 28, 2026, before the U.S. market opens.
CN reported second-quarter 2026 results and raised its full-year 2026 volume and adjusted EPS guidance.
Texas A&M Engineering Experiment Station selected Dell to design and build IGNITE, a state-funded secure AI and high-performance-computing platform for federally sponsored, industry and academic research.
HPE appointed former Booking Holdings CFO David I. Goulden to its Board of Directors and to its Finance & Investment and HR & Compensation Committees, effective July 24, 2026.
SNDK closed at $1,436.56 on July 24, 2026, down 10.79% for the session and 38.5% below its June 25 closing high of $2,335.00.
BNY completed its $500 million issuance of Series N noncumulative perpetual preferred-stock depositary shares.
Lockheed Martin reported second-quarter 2026 sales of $20.1 billion and diluted EPS of $7.94, and raised its full-year sales, EPS and free-cash-flow outlooks.
Lockheed Martin confirmed that it signed the $35 billion multi-year THAAD interceptor contract, which was included in its record $230.4 billion backlog.
Vertiv announced deployment of integrated power, liquid-cooling, rack and installation infrastructure for the Naval Postgraduate Schoolโs NVIDIA DGX GB300 AI system.
CN and Union Pacific signed a second binding MOU under which CN will support the proposed Union Pacific-Norfolk Southern merger in exchange for contingent competitive-access and terminal-ownership concessions.
Manulifeโs expanded five-year Microsoft agreement includes Microsoft 365 E7 Frontier Suite and disclosed C$300 million of AI enterprise value achieved by year-end 2025 against a more-than-C$1 billion 2027 target.
The UK Ministry of Defence awarded BAE Systems a ยฃ708 million FCAS technology-development contract extension to be delivered with Team Tempest partners including Leonardo UK.
Leonardo and Lockheed Martin signed an agreement to pursue expanded C-130J maintenance, repair and overhaul services across Europe and MENA.
CAE and Leonardo expanded their M-346 training collaboration to pursue advanced fighter-pilot training opportunities and develop next-generation integrated capabilities.
U.S. agencies updated their advisory on Iranian-affiliated attacks against internet-connected PLCs with new detection and mitigation guidance specific to malicious reusable-code-module changes in Rockwell Automation/Allen-Bradley programs.
The Helicopter Company said its 11 additional AW139 helicopters are scheduled for delivery between 2027 and 2028.
Leonardo and Baykar announced that their 50:50 LBA Systems uncrewed-systems joint venture had achieved full operational readiness.
Leonardo confirmed that deliveries under its contract for 12 Indonesian M-346 F Block 20 aircraft are expected to begin in 2030.
Leonardo, PT ESystem Solutions and Indonesia's Ministry of Defence signed a letter of intent for potential AW149 naval-helicopter supply and support.
Astera Labs announced 3.2T Taurus Smart Retimers and Smart Redrivers for AI-infrastructure Ethernet connectivity on July 21, 2026.
JPMorgan raised its Bloom Energy price target to $346 from $267 and maintained its Overweight rating.
Fortinet and Intel announced a collaboration on July 21, 2026 to develop Fortinet Security Processor 6 (SP6), with Fortinet becoming Intelโs first publicly named cybersecurity silicon customer.
Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.
Vertiv announced investments at its Tognana, Italy campus to expand manufacturing and integrated testing capacity for data-center cooling systems.
Barclays raised its CRDO price target to $300 from $260 and maintained its Overweight rating.
NVIDIA's Schedule 13G filed on July 20, 2026 disclosed beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3%, largely through a warrant acquired in its March investment.
Barclays upgraded Lumentum to Overweight from Equal Weight, citing stronger confidence in AI-networking demand and the risk/reward after the share-price pullback.
Ross Stores announced that it opened 47 stores in June and July 2026โ35 Ross Dress for Less and 12 dd's DISCOUNTSโwhile remaining on track for about 110 openings in fiscal 2026.