Top AI leaders and innovators driving the U.S. AI ecosystem.
Next quarterly earnings for Q4 2026 are scheduled to be reported around September 22, 2026, with analysts forecasting EPS of approximately $31.39 scheduled. Medium importance estimated as earnings releases typically cause significant price volatility.
NVIDIA's Q2 FY27 financial results and conference call are scheduled. High importance is estimated due to the significant market impact typically associated with the company's earnings reports.
Quarterly dividend with an ex-dividend date of August 20, 2026. The dividend of $0.91 per share is payable on September 10, 2026, to shareholders of record on August 20, 2026.
Astera Labs is scheduled to release its Q2 2026 financial results after the market close on August 4, 2026, with a conference call to follow. Company guidance projects revenue between $355 million and $365 million. High importance is estimated due to the significant revenue guidance provided. This event is scheduled.
AMD will report fiscal second quarter 2026 financial results on August 4, 2026, after the market close. Analysts forecast significant year-over-year growth in EPS. High importance estimated due to historical earnings volatility, scheduled.
Arista Networks is scheduled to release its Q2 2026 financial results after market close on August 4, 2026; a price impact of at least 5% is estimated based on historical volatility scheduled
Q2 2026 earnings release scheduled for 2026-08-03. A price impact of ≥10% is estimated due to high valuation and focus on growth, scheduled.
Amazon to report its Q2 2026 financial results after market close on July 30, 2026, scheduled.
Meta Platforms is scheduled to release its Q2 2026 financial results after market close on July 29, 2026, followed by a conference call. Analysts forecast EPS of $7.18 and revenue of $60.22B, which would be a significant increase from the previous year, with investor focus on AI monetization strategies. This event is scheduled.
Microsoft is scheduled to report its fourth quarter and full fiscal year 2026 financial results after market close on July 29, 2026. Analysts forecast adjusted EPS of $4.24 on revenue of $87.67B, which would be a significant increase from the prior year. High importance is estimated based on typical price volatility for major tech earnings. This event is scheduled.
Q2 2026 earnings release scheduled before market open on 2026-07-29, with a conference call at 11:00 a.m. ET. Analysts forecast EPS of $1.43, a 50.5% increase year-over-year; high impact expected due to significant growth forecast scheduled
Alphabet is scheduled to report its second-quarter (Q2) 2026 financial results on July 22, 2026, after the market close. High importance is estimated due to the potential for a 10% price impact from the earnings surprise scheduled
On July 20, 2026, AMD announced the launch of its first rack-level AI system, Helios, and an expanded strategic partnership with Microsoft to deploy systems on Azure. High importance estimated due to the strategic impact of AI infrastructure news.
S&P Global downgraded Oracle's long-term credit rating to BBB-, citing risks from its aggressive AI-related capital spending plan which has led to negative free cash flow.
On July 20, 2026, reports emerged that Meta is in talks to lease up to $10 billion in AI compute capacity to Anthropic and has hired former AWS executive Dave Brown to lead its new cloud compute division, signaling a major strategic push to monetize its AI infrastructure.
On July 20, 2026, Meta faced a court case in Tennessee concerning allegations that it knowingly designed Instagram to be addictive for adolescents, highlighting ongoing legal and regulatory risks related to the platform's impact on teen mental health.
Announced an additional $100 billion investment in Arizona facilities on 2026-07-16 for at least four new 2nm fabs, bringing the total investment to $265 billion. This massive capital expenditure is estimated to have a high price impact of over 10%, expected.
Reported Q2 2026 financial results on 2026-07-16 with record NT$706.56 billion net income; company forecasts full-year revenue growth 'slightly above 40%'. This significant guidance raise is estimated to have a high price impact of over 10%, estimated.