Wednesday, October 28 brought third-quarter numbers from nine chip and component names, from a foundry in Hsinchu to an MRAM maker in Arizona. AI data center demand ran through most of them. Two went the other way. Here's the day in one place. Amphenol Q3 2026 Ticker: NYSE: APH Reported: Wednesday, October 28, before the open Sales hit a record $10.2 billion, up 65%, and 37% … [Read more...] about Earnings Digest October 28 2026 Amphenol, UMC, Littelfuse, Universal Display and Cohu Report and Benchmark Raises Its Outlook
Earnings Digest October 27 2026 Teradyne, Seagate, Corning, Rogers and Sensata Report and CoreWeave Sets Its Date
Tuesday, October 27 was one of the heaviest reporting days of the season. Five hardware and component suppliers put out third-quarter numbers after the close, two more companies set their dates, and a long tail of large caps reported alongside them. Here's the day in one place. Teradyne Q3 2026 Ticker: NASDAQ: TER Reported: Tuesday, October 27, after the close Revenue rose … [Read more...] about Earnings Digest October 27 2026 Teradyne, Seagate, Corning, Rogers and Sensata Report and CoreWeave Sets Its Date
Sandisk Q1 Fiscal 2027 Earnings Call, October 29, 2026, Milpitas
Company: Sandisk Corporation (NASDAQ: SNDK) Date: Thursday, October 29, 2026, after the market close Call time: 1:30 p.m. Pacific, 4:30 p.m. Eastern Format: Live webcast at investor.sandisk.com, with a replay afterwards Period covered: First quarter of fiscal 2027, ending September 2026 Sandisk reports on Thursday, and the quarter itself is the least interesting part of it. … [Read more...] about Sandisk Q1 Fiscal 2027 Earnings Call, October 29, 2026, Milpitas
November 2026 Earnings Calendar for Lyntris Surf Air Oklo and BXDC
Four newly announced reporting dates put defense technology, air mobility, advanced nuclear power and data center property on the November earnings calendar. Lyntris reports on November 4, Surf Air Mobility on November 5, Oklo on November 6 and Blackstone Digital Infrastructure Trust on November 16. This is a focused calendar of the announcements issued on October 23, rather … [Read more...] about November 2026 Earnings Calendar for Lyntris Surf Air Oklo and BXDC
Upcoming Earnings Calendar, October 20–30, 2026: Big Tech, Semiconductors and Major US Companies
The final two weeks of October 2026 bring one of the most consequential stretches of the quarterly earnings season. The calendar is particularly dense for technology, industrials, healthcare and consumer-facing businesses. For investors, the main question is not simply whether companies beat consensus estimates. Guidance on AI spending, cloud demand, semiconductor orders, … [Read more...] about Upcoming Earnings Calendar, October 20–30, 2026: Big Tech, Semiconductors and Major US Companies
Major Earnings Announcements, October 13–31, 2026
The third-quarter earnings season enters its most consequential period on October 13, when major American banks begin reporting. By the end of October, investors should have a clearer picture of corporate profitability, consumer demand, semiconductor investment and the returns being generated by artificial intelligence spending.Calendar as of October 12, 2026. U.S. dates. * … [Read more...] about Major Earnings Announcements, October 13–31, 2026
AeraHUB 26 NYC takes place October 27–28, 2026, at Pier Sixty in New York City
AeraHUB 26 NYC will bring enterprise leaders, technology executives and decision-intelligence specialists to Pier Sixty in New York City on October 27–28, 2026, for two days focused on a rapidly emerging question in enterprise AI: what happens when companies move beyond using artificial intelligence to analyze information and begin allowing it to make and execute business … [Read more...] about AeraHUB 26 NYC takes place October 27–28, 2026, at Pier Sixty in New York City
CAIS Alternative Investment Summit, October 12–15, 2026, Beverly Hills, California
The fifth annual CAIS Alternative Investment Summit will bring more than 1,250 financial advisors, alternative asset managers and bank issuers to the Beverly Hilton in Beverly Hills, California, from October 12–15, 2026. Organized by CAIS, the alternative investment platform serving independent financial advisors, the four-day event will focus on the changing relationship … [Read more...] about CAIS Alternative Investment Summit, October 12–15, 2026, Beverly Hills, California
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 year. Data center at $89.02 billion, up 117%. A third-quarter guide of $108 billion against a $104.2 billion consensus, with China data center revenue assumed at zero. Adjusted EPS of $2.22 against $2.09. The shares slipped, and they remain … [Read more...] about Broadcom, Dell and Credo Earnings Week: Gross Margin Is the Number That Matters, Not AI Revenue
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 the Jackson Hole symposium runs Thursday through Saturday. Everything before that is positioning. The setup that gives the week its asymmetry is in the rates market. Going into the weekend it was pricing roughly 9 basis … [Read more...] about Market Calendar for the Week of August 24: NVDA Earnings, July PCE, and Jackson Hole