Broadcom, Dell and Credo Earnings Week: Gross Margin Is the Number That Matters, Not AI Revenue
Nvidia cleared every bar it set for itself on August 26 and the stock went down anyway. Revenue of $96.22 billion, up 105.8% year over…
Market Calendar for the Week of August 24: NVDA Earnings, July PCE, and Jackson Hole
Three things matter this week and all three land after Tuesday. The July PCE print arrives Wednesday morning, Nvidia reports Wednesday after the close, and…
Thursday’s PPI Is the Print That Matters: Producer Prices at 5.5% Against Consumer Prices at 3.4%
Stock futures edged higher Thursday morning with Dow futures up 102 points, S&P 500 futures up 0.2% and Nasdaq-100 futures up 0.1%, while Brent fell…
Earnings Season Hits Full Stride as Alphabet, Tesla, and Intel Headline a Data-Light Week
The week of July 20-24, 2026 is thin on economic data but heavy on earnings, with three of the market’s most closely watched names —…
OpenAI IPO, September 2026, New York
OpenAI filed its confidential S-1 with the SEC on May 22, setting up a September debut and a valuation band from $852 billion to more…
Anthropic IPO, October 2026, New York
Anthropic submitted its confidential IPO paperwork to the SEC on June 1, formally entering a race with OpenAI to reach Wall Street first. The October…
Nvidia Fiscal Q2 Earnings, August 26, 2026, Santa Clara
The referendum on the AI capex cycle that June could not settle — the data-center growth rate is the whole trade.
FOMC Rate Decision, July 29, 2026, Washington
No new projections, so the statement and the chair’s tone carry the full weight.
Micron Fiscal Q3 Earnings, June 24, 2026, Boise
The cleanest read on the memory cycle and AI demand before Nvidia — guidance is the tell.
FOMC Rate Decision, June 17, 2026, Washington
The first decision under the new chair, with a fresh dot plot — the market wants the reaction function, not the rate.
SpaceX IPO, June 12, 2026, Nasdaq
The largest IPO in history prices Thursday and trades Friday — treat it as a liquidity event, not a sentiment one.
U.S. May CPI Release, June 10, 2026, Washington
The first inflation read since the jobs-driven selloff, and the gap to a market braced for heat is the only number that matters.
Smart City Expo World Congress 2026 takes place November 3–5 at Fira de Barcelona’s Gran Via venue
Smart City Expo World Congress (SCEWC), organized by Fira de Barcelona, will hold its 2026 edition from November 3 to 5 at the Gran Via…
Tokyo Unicorn Summit, April 27, 2026, Tokyo, Japan
There’s a certain momentum building across Northeast Asia’s startup scene that feels less like isolated national growth and more like an ecosystem quietly stitching itself…
Huawei Innovative Launch Event, May 7, 2026, Bangkok, Thailand
Huawei has officially announced its “Now Is Your Spark” Innovative Launch Event, scheduled for May 7, 2026, in Bangkok. The showcase is expected to introduce…
Automotive Testing Expo Korea, March 18–20, 2026, South Korea
Automotive Testing Expo Korea returns from March 18 to 20, 2026, reaffirming its role as one of the most important regional meeting points for automotive…
Gartner Finance Symposium/Xpo 2026, June 8–9, London
Gartner Finance Symposium/Xpo 2026 is set for June 8–9 at the InterContinental London – The O2 in London, bringing together finance leaders, analysts, peers, and…
Financial Results Calendar – April–May 2026
A new batch of financial results announcements is starting to take shape for late April and early May 2026, with a particularly heavy concentration landing…
Fixed Summit, April 27–29, 2026, Hyatt Regency Lost Pines Resort near Austin
Fixed Summit is coming back for its second year with a much bigger footprint and a much sharper sense of identity. Set for April 27…
Milken Institute Global Conference 2026, May 3–6, Beverly Hills
A familiar rhythm returns to Beverly Hills in early May, but this one carries a bit more weight this year. The Milken Institute Global Conference…
COMPUTEX 2026, June 2–5, Taipei
The tone for this year’s COMPUTEX is already set before the doors even open, and it leans heavily into one idea: scale. Not just bigger…
Money Expo Mexico 2026, 18–19 February 2026, Centro Banamex, Mexico City
Money Expo Mexico 2026 kicked off its fourth edition yesterday with an unmistakable sense of scale and momentum as doors opened at Centro Banamex in…
Upcoming Tech Conferences
Security conversations were sharper, almost impatient. Less talk about abstract threat landscapes, more about response time measured in minutes, not days. APIs, identity layers, misconfigurations…
IAMPHENOM 2026, March 10–12, Philadelphia
Every so often a conference lineup lands that feels less like a marketing push and more like a genuine snapshot of where an industry actually…