📅 Earnings & Catalysts — Nov 08, 2026

• ONTO (Onto Innovation) — Nov 9 — Q3 2026 — Post
⚠️ IN 2 DAYS (Tue Nov 10):
• CRWV (CoreWeave) — Nov 10 — Q3 2026 — Post
• IFX (Infineon) — Nov 10 — Q4 FY2026 — Pre
📌 IN 4 DAYS (Thu Nov 12):
• AMAT (Applied Materials) — Nov 12 — Q4 FY2026 — Post
• CSCO (Cisco) — Nov 12 — Q1 FY2027 — Post
• NBIS (Nebius Group) — Nov 12 — Q3 2026 — Pre

📆 UPCOMING (1-2 Months):

• NVDA (NVIDIA) — Nov 17 — Q3 FY2027 — Post
• TME (Tencent Music) — Nov 17 — Q3 2026 — Pre
• PANW (Palo Alto Networks) — Nov 18 — Q1 FY2027 — Post
• KLIC (Kulicke and Soffa) — Nov 18 — Q4 FY2026 — Post (est.)
• SMTC (Semtech) — Nov 23 — Q3 2026 — Post (est.)
• ADI (Analog Devices) — Nov 24 — Q4 FY2026 — Pre
• DELL (Dell Technologies) — Nov 24 — Q3 FY2027 — Post
DECEMBER:
• MRVL (Marvell Technology) — Dec 1 — Q3 FY2027 — Post
• CRWD (CrowdStrike) — Dec 1 — Q3 FY2027 — Post
• CRDO (Credo Technology) — Dec 1 — Q2 FY2027 — Post (est.)
• CRM (Salesforce) — Dec 2 — Q3 FY2027 — Post (est.)
• ZS (Zscaler) — Dec 2 — Q1 FY2027 — Post
• SNPS (Synopsys) — Dec 8 — Q4 FY2026 — Post
• AVGO (Broadcom) — Dec 9 — Q4 FY2026 — Post (est.)
• ADBE (Adobe) — Dec 9 — Q4 FY2026 — Post
• CIEN (Ciena) — Dec 10 — Q4 FY2026 — Pre (est.)
• ORCL (Oracle) — Dec 14 — Q2 FY2027 — Post
• MU (Micron) — Dec 23 — Q1 FY2027 — Post (est.)

🔥 EVENT CATALYSTS (Next 1-2 Months):

• SC26 Supercomputing Conference — Nov 15-20, Chicago
• NVDA (NVIDIA) — Nov 17 — Q3 FY2027 Earnings Call
• MSFT (Microsoft) — Nov 17-20 — Ignite 2026, Moscone Center San Francisco
• AVGO (Broadcom) — Nov 18-19 — VMware Explore London
📌 DECEMBER:
• NVDA (NVIDIA) — Nov 30-Dec 3 — GTC Washington DC
• UBS Global Technology & AI Conference — Nov 30-Dec 3, Scottsdale
• AWS re:Invent 2026 — Nov 30-Dec 4, Las Vegas
• Wells Fargo TMT Summit — Dec 7-9, Palos Verdes
• AVGO (Broadcom) — Dec 8 — VMware Explore Washington DC
• Barclays Global Technology Conference — Dec 9-10, San Francisco
• AVGO (Broadcom) — Dec 9 — Q4 FY2026 Earnings Call
• SEMICON Japan — Dec 9-11, Tokyo