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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

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

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

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

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

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 2% to $87.17 and West Texas Intermediate slid 2.2% to $81.41. The setup reads as continuation of Wednesday's relief trade. It isn't. The July producer price index lands at 8:30 a.m. Eastern into a wedge between producer and … [Read more...] about Thursday’s PPI Is the Print That Matters: Producer Prices at 5.5% Against Consumer Prices at 3.4%

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 — Alphabet, Tesla, and Intel — all reporting within a 48-hour window. With the Federal Reserve now in its blackout period ahead of the July 29 policy meeting, corporate results rather than Fed commentary will set the tone for equities this … [Read more...] about Earnings Season Hits Full Stride as Alphabet, Tesla, and Intel Headline a Data-Light Week

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 than $1 trillion. If it prices at the top, it will be the largest IPO in the history of public markets — and the most expensive test yet of whether scale alone justifies a price. The financials read in two directions at once. OpenAI pulls … [Read more...] about OpenAI IPO, September 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 target puts it weeks behind OpenAI's filing date but potentially ahead in the only contest that matters to a public investor: which of the two arrives with defensible economics. The setup is unusually concentrated. Anthropic's … [Read more...] about Anthropic IPO, October 2026, New York