📅 Earnings & Catalysts — Aug 29, 2026
📅 EARNINGS & CATALYSTS ALERT — August 29, 2026
Source: fiscal.ai earnings calendar (scanned Aug 31 → Oct 30 week-by-week) + confirmed dates cross-checked against company IR / Wall Street Horizon / Zacks / MarketChameleon. Today is Saturday Aug 29 — the next reporting session is Monday Aug 31.
🚨 TOMORROW (Mon Aug 31 — next session):
- SMCI (Super Micro Computer) — Post (est.) — fiscal.ai: Predicted
⚠️ IN 2 DAYS (Tue Sep 1):
- DELL (Dell Technologies) — Post
- PANW (Palo Alto Networks) — Post ✅ Confirmed (FY26 Q4, after US close)
- CRDO (Credo Technology) — Post ✅ Confirmed (FY26 Q4)
🔔 IN 3 DAYS (Wed Sep 2):
- AVGO (Broadcom) — Post ✅ Confirmed (FQ3'26, after close; call 5PM ET)
📌 IN 5 DAYS (Thu Sep 3):
- CSCO (Cisco Systems) — Post — fiscal.ai: Predicted ⚠️ NOTE: Cisco reported Q4 FY26 on Aug 12; this predicted date looks aggressive — actual next report likely mid-Nov (Q1 FY27). Treat Sep 3 listing as unconfirmed.
- CIEN (Ciena) — Post (fiscal Q3, typical early-Sep window)
- ZS (Zscaler) — Post (FY Q4, typical early-Sep window; fiscal.ai lists Sep 3 AND re-lists Sep 14 — verify)
📆 UPCOMING (next ~4 weeks):
- Tue Sep 8: UMC (United Microelectronics) — Post
- Wed Sep 9: ORCL (Oracle) — Post
- Thu Sep 10: ADBE (Adobe) — Post | TSM listed as Predicted (see Oct 15 confirmed below)
- Wed Sep 30: MU (Micron) — Post ✅ Confirmed (FQ4'26; call 2:30PM MT / 4:30 PM ET (SGT 4:30 AM))
- Wed Oct 14: ASML (ASML Holding) — Pre (est., typical BMO release)
- Thu Oct 15: TSM (TSMC) — Pre ✅ Q3'26 (WSH-confirmed Oct 15 BMO; this is the reliable date vs Sep 10/Oct 9 predicted re-listings)
📆 UPCOMING (big tech + semis wave, Oct 20 – Oct 29):
- Tue Oct 20: NFLX (Netflix) — Post ✅ (Q3'26) | TXN (Texas Instruments) — Post | VICR (Vicor) — Post
- Wed Oct 21: LRCX (Lam Research) — Post | SAP — Pre (early Euro release) | IBM — Post
- Thu Oct 22: INTC (Intel) — Post ✅ (Q3'26) | NOK (Nokia) — Pre
- Mon Oct 26: CDNS (Cadence) — Post | AMKR (Amkor) — Post
- Tue Oct 27: STX (Seagate) — Post | GLW (Corning) — Post | TER (Teradyne) — Post | BE (Bloom Energy) — Post | NXPI (NXP) — Post | CHKP (Check Point) — Post | Q (Qnity Electronics, NYSE:Q) — session TBD
- Wed Oct 28: MSFT (Microsoft) — Post ✅ (FY27 Q1) | META (Meta) — Post ✅ (Q3'26) | SKHY (SK hynix) — Post (KRX) | CAT (Caterpillar) — Pre | GEV (GE Vernova) — Pre | KLAC (KLA) — Post | NOW (ServiceNow) — Post | FLEX (Flex) — Post
- Thu Oct 29: AAPL (Apple) — Post ✅ (FY26 Q4) | GOOGL (Alphabet) — Post | AMZN (Amazon) — Post ✅ (Q3'26) | WDC (Western Digital) — Post ✅ (FQ1'27) | MPWR (Monolithic Power) — Post | STM (STMicro) — Pre | ENTG (Entegris) — Pre
📆 UPCOMING (early November — beyond the strict 2-month line but high-conviction):
- Tue Nov 3: AMD — Post ✅ | ANET (Arista) — Post ✅ | SPOT (Spotify) — Post ✅
- Wed Nov 4: QCOM (Qualcomm) — Post ✅ (FY26 Q4) | ARM (est. Nov 4–9) — Post
- Thu Nov 5: SNDK (SanDisk) — Post (est. Oct 30–Nov 9 window)
- Tue Nov 10 (est.): NBIS (Nebius) — Post
- Tue Nov 17: NVDA (NVIDIA) — Post ✅ (FQ3'27; WSH-confirmed Nov 17 AMC)
- Late Nov (outside window, FYI): ADI (Nov 24), MRVL (Dec 1)
🔥 EVENT CATALYSTS (next 1–2 months):
- Citi 2026 Global TMT Conference — Sep 8–10, New York: AMD (Sep 8) and SMCI (Sep 8) both present; broad watchlist attendance (tech/semis). Key near-term sentiment catalyst.
- AI Infra Summit 2026 — Sep 15–17, Santa Clara: datacenter-AI infrastructure focus (GPU clusters, networking, power/cooling) — relevant read-through for NVDA/AVGO/ALAB/ANET/MRVL and the power names (BE, VICR, GEV).
- Oracle AI World — Oct 25–28: ORCL cloud + AI agent push; runs right into ORCL's Sep 9 print and the Oct platform wave.
- 🧬 M&A CATALYST: Skyworks (SWKS) + Qorvo (QRVO) combination to create a ~$22B US RF/analog leader — both on watchlist; stockholder approval path ongoing; watch regulatory + close timing into Nov prints.
- onsemi (ON) Investor Day 2026 was held Aug 27 (just passed) — digest guidance as context for the Oct 29 analog cluster (ADI/ON/MCHP/MPWR).
- AMD Advancing AI 2026 already concluded (Jul 22–23) — no AMD-specific investor event in the window; next data point is earnings Nov 3.
⚠️ DATA NOTES:
- fiscal.ai statuses: SMCI/CSCO/TSM show "Predicted"; PANW/AVGO/ZSCONF/CIEN/MU/MSFT/META/AAPL/AMZN/WDC/INTC/NFLX/TXN carry Confirmed/Reported weightings. Always cross-check with IR pages before positioning.
- TSM and UMC each appear at multiple predicted dates on fiscal.ai (re-listings); the confirmed anchors are TSM Oct 15 (BMO) and UMC Sep 8.
- NYSE:Q resolves to Qnity Electronics, Inc. on fiscal.ai — confirm this matches your "Q" (Materials/Supply Chain) intent before trading the Oct 27 print.
- Compiled autonomously by Hermes equity-research cron. Browser backend for fiscal.ai was intermittently unavailable; November-week rows were verified via public earnings calendars (WSH, Zacks, MarketChameleon, company IR).