📅 Earnings & Catalysts — Sep 24, 2026

🚨 TOMORROW: None

⚠️ IN 2 DAYS: None (Weekend)

🔔 IN 3 DAYS: None

• MU (Micron) — Sep 30 — Post (CONFIRMED — Q4 FY2026)

📆 UPCOMING (1-2 months):

• VICR (Vicor) — Oct 20 — Post (Q3)
• TXN (Texas Instruments) — Oct 20 — Post (Q3)
• NFLX (Netflix) — Oct 20 — Post (Q3 — CONFIRMED)
• LRCX (Lam Research) — Oct 21 — Post (Q1 FY2027)
• IBM (IBM) — Oct 21 — Post (Q3 — preliminary)
• SAP (SAP) — Oct 21 — Post (Q3)
• GEV (GE Vernova) — Oct 21 — Post (Q3)
• INTC (Intel) — Oct 22 — Post (Q3 — unconfirmed)
• NOK (Nokia) — Oct 22 — Post (Q3)
• AMKR (Amkor Technology) — Oct 26 — Post (Q3)
• CDNS (Cadence Design Systems) — Oct 26 — Post (Q3)
• BE (Bloom Energy) — Oct 27 — Post (Q3)
• NXPI (NXP Semiconductors) — Oct 27 — Post (Q3)
• CHKP (Check Point) — Oct 27 — Post (Q3)
• GLW (Corning) — Oct 27 — Post (Q3)
• MSFT (Microsoft) — Oct 28 — Post (Q1 FY2027 — unconfirmed)
• GOOGL (Alphabet) — Oct 28 — Post (Q3 — unconfirmed)
• META (Meta Platforms) — Oct 28 — Post (Q3 — unconfirmed)
• NOW (ServiceNow) — Oct 28 — Post (Q3)
• CAT (Caterpillar) — Oct 28 — Post (Q3)
• AAPL (Apple) — Oct 29 — Post (Q4 FY2026 — unconfirmed)
• AMZN (Amazon) — Oct 29 — Post (Q3 — unconfirmed)
• STM (STMicroelectronics) — Oct 29 — Post (Q3)
• KLAC (KLA Corporation) — Oct 29 — Post (Q1 FY2027)
• MPWR (Monolithic Power) — ~Oct 29 — Post (Q3 — unconfirmed)
• ENTG (Entegris) — Oct 29 — Post (Q3 — unconfirmed)
• WDC (Western Digital) — Oct 29 — Post (Q1 FY2027)
• SNPS (Synopsys) — Oct 31 — Post (Q4 FY2026)

• ON (ON Semiconductor) — Nov 2 — Post (Q3)
• QRVO (Qorvo) — Nov 2 — Post (Q2 FY2027)
• AMD (AMD) — Nov 3 — Post (Q3 — unconfirmed)
• ANET (Arista Networks) — Nov 3 — Post (Q3)
• SPOT (Spotify) — Nov 3 — Post (Q3 — unconfirmed)
• SMCI (Super Micro) — Nov 3 — Post (Q1 FY2027)
• SWKS (Skyworks Solutions) — Nov 3 — Post (Q4 FY2026)
• LITE (Lumentum) — Nov 3 — Post (Q1 FY2027)
• ALAB (Astera Labs) — Nov 3 — Post (Q3)
• SPCX (SpaceX) — Nov 3 — Post (Q3 — unconfirmed)
• ARM (Arm Holdings) — Nov 4 — Post (Q2 FY2027 — tentative)
• QCOM (Qualcomm) — Nov 4 — Post (Q4 FY2026 — unconfirmed)
• COHR (Coherent) — Nov 4 — Post (Q1 FY2027)
• FTNT (Fortinet) — Nov 4 — Post (Q3 — unconfirmed)
• MCHP (Microchip Technology) — Nov 5 — Post (Q2 FY2027)
• AAOI (Applied Optoelectronics) — Nov 5 — Post (Q3)
• MTSI (MACOM) — Nov 5 — Post (Q4 FY2026)
• AKAM (Akamai) — Nov 5 — Post (Q3)
• NBIS (Nebius Group) — Nov 10 — Post (Q3)
• IFX (Infineon Technologies) — Nov 10 — Post (Q4 FY2026)
• CSCO (Cisco) — Nov 11 — Post (Q1 FY2027)
• CRWV (CoreWeave) — Nov 11 — Post (Q3)
• AMAT (Applied Materials) — Nov 12 — Post (Q4 FY2026)
• KLIC (Kulicke & Soffa) — Nov 18 — Post (Q4 FY2026)
• NVDA (NVIDIA) — Nov 18 — Post (Q3 FY2027 — CONFIRMED)
• SMTC (Semtech) — Nov 23 — Post (Q3 FY2027)
• ADI (Analog Devices) — Nov 24 — Post (Q4 FY2026)
• DELL (Dell Technologies) — Nov 24 — Post (Q3 FY2027)
• ZS (Zscaler) — Nov 24 — Post (Q1 FY2027)

• CRDO (Credo Technology) — ~Nov 30/Dec 1 — Post (Q2 FY2027)
• MRVL (Marvell Technology) — Dec 1 — Post (Q3 FY2027)
• CRWD (CrowdStrike) — Dec 1 — Post (Q3 FY2027)
• CRM (Salesforce) — Dec 2 — Post (Q3 FY2027)
• ADBE (Adobe) — Dec 9 — Post (Q4 FY2026)
• SNPS (Synopsys) — Dec 9 — Post (Q4 FY2026)
• ORCL (Oracle) — Dec 9/14 — Post (Q2 FY2027)
• AVGO (Broadcom) — Dec 10 — Post (Q4 FY2026)
• CIEN (Ciena) — Dec 10 — Post (Q4 FY2026)

🔥 EVENT CATALYSTS (Next 1-2 Months):

• META (Meta Platforms) — Sep 23-24 — Meta Connect 2026 (happening now)
• MCHP (Microchip) — Sep 9 — Citi Global TMT Conference (past)
• ENTG (Entegris) — Patent rulings Taiwan/China CMP slurry (Aug/Sep)

• ARM (Arm Holdings) — Oct 12-15 — OCP Global Summit San Jose
• NVDA (NVIDIA) — Various financial community events (dates TBA)
• IFX (Infineon) — Oct 29 — Q3 FY2026 results already reported; Q4 due Nov 10

• ENTG (Entegris) — Nov 9 — Investor Day (New York City)
• SWKS/QRVO (Skyworks/Qorvo) — Merger in final stages ($22B combo); shareholder votes pending
• SPOT (Spotify) — Investor Day 2026 webcast available

• AVGO (Broadcom) — Dec 10 — Q4 FY2026 earnings + outlook
• NVDA (NVIDIA) — Nov 18 — Q3 FY2027 earnings (key AI bellwether)

• MU reports Sep 30 — critical read on HBM3E ramp and memory pricing cycle
• NVDA Q3 FY2027 Nov 18 — Blackwell Ultra ramp, AI CapEx sustainability
• SWKS/QRVO merger — regulatory and shareholder approval timeline uncertain
• ARM at OCP Global Summit Oct 12-15 — potential Neoverse/AGI CPU updates
• ENTG Investor Day Nov 9 — new long-range plan for semi materials cycle
• October earnings cluster (Oct 20-29): ~20 watchlist tickers reporting in 10-day window