Targeted exposure to top innovators in AI and cloud.
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.
Fiscal Q3 2026 earnings release, with revenue guided between $2.41 billion and $2.46 billion and non-GAAP EPS between $3.63 and $3.69, is scheduled. Low impact is expected.
Importance is estimated as Medium due to the company's high-growth trajectory and significant investor focus on AI-related demand; the first quarter fiscal year 2027 earnings release on September 2, 2026, is scheduled.
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.
Q4 2026 earnings release and conference call scheduled for August 12, 2026. High importance due to potential for significant price volatility following the report, with analysts' EPS forecast of $1.13-$1.17 estimated.
Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results after the market closes on August 11, 2026. High importance is estimated as earnings releases often lead to >10% price impact, scheduled.
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 results to be reported after market close on July 30, 2026, scheduled. High importance is estimated due to the potential for a price impact of 10% or more following the announcement.
Amphenol is scheduled to release its Q2 2026 earnings results and hold a conference call on 2026-07-29. Analysts forecast EPS of $1.16-$1.17, and the company guided for sales of $8.1-$8.2 billion. High importance is estimated as earnings typically impact price by over 10% scheduled.
First quarter fiscal year 2027 earnings release scheduled. Analysts forecast EPS of $0.36, and the options market implies a potential price move of around ±19.6% following the announcement 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 and conference call are scheduled for 2026-07-29. This standard release is expected to result in a price impact of at least 5% scheduled.
Corning is scheduled to release its Q2 2026 financial results on July 28, 2026. The company has provided guidance for core sales of approximately $4.6 billion and core EPS between $0.73 and $0.77. This release is highly anticipated, especially after JPMorgan placed the stock on a 'Negative Catalyst Watch' on July 16, 2026, scheduled.
Cadence is scheduled to report its Q2 2026 financial results after the market closes on July 27, 2026. Analysts forecast EPS of approximately $2.05 on revenue of $1.57 billion. High importance is estimated due to the significant impact earnings reports typically have on technology stock volatility, scheduled.
Celestica to announce second quarter 2026 financial results after market close on 2026-07-27. High importance estimated due to typical earnings-related volatility, scheduled.
Rambus is scheduled to release its Q2 2026 financial results after the market closes on July 27, 2026. The options market implies a potential 13% price move following the announcement. This event is scheduled.
Q2 2026 earnings release for 2026-07-27 with analyst EPS forecast of $0.47 and revenue of $1.8081 billion; Neutral impact, aligning with seasonal expectations, is expected.
Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026; analysts forecast revenue of approximately $14.4 billion and EPS of $0.21. High importance is estimated as earnings reports for major semiconductor firms often trigger ≥10% price movement, 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.
Kaplan Fox & Kilsheimer LLP announced an investigation into potential securities law violations following the company's post-IPO earnings report and margin guidance. Medium importance estimated due to potential legal and reputational impact.
On July 20, 2026, Intel reported a new round of layoffs targeting its data center group (DCG) to improve efficiency; medium importance estimated as large-scale restructuring typically impacts stock price by ≥5%.
Barclays analyst Tom O'Malley upgraded Lumentum stock to 'Overweight' from 'Equal Weight' and maintained a $1,000 price target on July 20, 2026, citing rapidly improving profitability metrics; the stock gained over 9%.
Stock fell approximately 9-10% on July 17, 2026, amid investor concerns that general-purpose AI agents could disrupt the specialized electronic design automation (EDA) software market, potentially eroding future pricing power.
Announced a senior secured debt facility of approximately $775 million to accelerate the global build-out of its AI cloud platform; medium importance estimated as this provides significant expansion capital.
Stock price fell approximately 14% amid a broader tech sell-off and continued investor concern over reports that major customer Meta Platforms intends to launch its own competing cloud infrastructure business.
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.
On July 16, 2026, Intel and Google Cloud announced an expanded partnership to integrate Google's Gemini Enterprise AI across Intel's global workforce; medium importance estimated as strategic AI partnerships often result in ≥5% price impact.
An Executive Vice President sold 5,000 common shares at $65.12 per share under a pre-arranged Rule 10b5-1 trading plan on 2026-07-16.
Announced a multi-year agreement with AI startup Reflection, valued at over $1 billion, to provide AI compute capacity through 2029; high importance estimated due to the contract's massive scale relative to annual revenue.