Calendar

Public catalyst calendar — earnings, policy windows, and known events. The work queue is Briefing Dated; this page is the dated catalog, not a todo list.

UpcomingPast
This weekThis monthNext monthLater
DateUTCEventType
Oct 2026
2 OctToday12:30Assess September jobs report and deployment conditions
AI Infrastructure · CLS · CRDO · MRCY · NBIS · NVDA · +3
Event
6 OctTue15:00Review Marvell Investor Day for AI networking and CRDO read-through
AI Infrastructure · ANET · CLS · CRDO · MRVL · NVDA
Event
12 OctMon—Review AUSA for MRCY and defense deployment
AVAV · GD · KTOS · LMT · MRCY · +3
Window
—Review OCP Global Summit for power, cooling and rack architecture
AI Infrastructure · AMD · ANET · AVGO · CLS · CRDO · +5
Window
13 OctTue—Review SEMICON West for SNDK and AI semiconductor supply chain
AI Infrastructure · AMD · AVGO · CRDO · MU · NVDA · SNDK
Window
14 OctWed12:30Assess September CPI/PPI and AI valuation pressure
AI Infrastructure · CLS · CRDO · MRCY · NBIS · NVDA · +3
Window
20 OctTue20:00Review ISRG Q3 2026 results
Robotics and AI · ISRG
Window
21 OctWed10:00Review VRT Q3 2026 results
AI Infrastructure · VRT
Window
26 OctMon20:00Review CLS Q3 2026 results
AI Infrastructure · CLS
Window
30 OctFri10:00Review NVT Q3 2026 results
AI Infrastructure · NVT
Window