Every catalyst that moves AI stocks, on one calendar.

Earnings, model launches, chip & product news, data-center deals and big conferences — each tied to the tickers it affects, with a source link on every row.

74catalysts tracked
36upcoming
61stock profiles
Nov 5last updated

This week next 7 days · earnings only →

Thu, Nov 5, 2026 · today
Nov
5
earnings$NET After close; call 5:00 PM ET
Cloudflare, Inc. quarterly earnings
Edge AI inference and AI-crawler traffic trends. Date confirmed by the company.
Source: cloudflare.net
Nov
5
earnings$CORZ Call 8:30 AM ET
Core Scientific, Inc. quarterly earnings
Core Scientific: bitcoin-mining sites converted to AI/HPC colocation. Date confirmed by the company.
Source: investors.corescientific.com
Nov
5
earnings$IREN Call 5:00 PM ET
IREN Limited quarterly earnings
Bitcoin miner turned AI cloud; GPU fleet and contract updates. Date confirmed by the company.
Source: globenewswire.com
Nov
5
earnings$IONQ After close; call 4:30 PM ET
IonQ, Inc. quarterly earnings
Quantum computing; high-beta AI/compute speculation proxy. Date confirmed by the company.
Source: investors.ionq.com
Nov
5
earnings$SMR Call 5:00 PM ET
NuScale Power Corporation quarterly earnings
NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.
Source: nuscalepower.com
Nov
5
earnings$SOUN After close; call 5:00 PM ET
SoundHound AI, Inc. quarterly earnings
Voice AI pure-play; revenue growth vs. cash burn. Date confirmed by the company.
Source: soundhound.com
Fri, Nov 6, 2026
Nov
6
earnings$OKLO Before open; call 8:30 AM ET
Oklo Inc. quarterly earnings
Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.
Source: investor.oklo.com
Nov
6
earnings$WULF Before open; call 8:00 AM ET
TeraWulf Inc. quarterly earnings
Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.
Source: investors.terawulf.com
Nov
6
earnings$VST Call 10:00 AM ET
Vistra Corp. quarterly earnings
Nuclear/gas power provider courting data-center deals. Date confirmed by the company.
Source: investor.vistracorp.com
Mon, Nov 9, 2026
Nov
9
earnings$ASTS Call 5:00 PM ET
AST SpaceMobile, Inc. quarterly earnings
AST SpaceMobile: satellite-to-phone broadband; speculative growth name often traded with AI small caps. Date confirmed by the company.
Source: businesswire.com
Nov
9
earnings$CEG expected dateBefore open (BMO)
Constellation Energy Corporation quarterly earnings
Largest US nuclear operator; data-center power purchase deals. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Nov
9
earnings$NRG Call 8:00 AM ET
NRG Energy, Inc. quarterly earnings
Power producer with data-center load growth exposure. Date confirmed by the company.
Source: investors.nrg.com
Tue, Nov 10, 2026
Nov
10
earnings$CRWV Call 5:00 PM ET
CoreWeave, Inc. quarterly earnings
CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.
Source: investors.coreweave.com
Thu, Nov 12, 2026
Nov
12
earnings$AMAT After close; call 4:30 PM ET
Applied Materials, Inc. quarterly earnings
Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.
Source: ir.appliedmaterials.com
Nov
12
earnings$NBIS Before open
Nebius Group N.V. quarterly earnings
Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.
Source: nebius.com

Upcoming later this quarter

Sun, Nov 15, 2026
Nov
15
conference$NVDA$AMD$INTC$HPE$SMCI through Nov 20
SC26 Supercomputing Conference
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Source: sc26.supercomputing.org
Tue, Nov 17, 2026
Nov
17
conference$MSFT through Nov 20
Microsoft Ignite 2026 (San Francisco)
Microsoft's flagship AI/cloud event; Copilot, agent and Azure AI announcements.
Source: moscone.com
Nov
17
earnings$NVDA After close; call 5:00 PM ET
NVIDIA Corporation quarterly earnings
The single biggest AI catalyst: Q3 FY27 (quarter ended Oct 25) data-center revenue and guidance; CFO commentary posts ~1:20 PM PT.
Source: investor.nvidia.com
Mon, Nov 23, 2026
Nov
23
earnings$HPE After close; call 5:00 PM ET
Hewlett Packard Enterprise Company quarterly earnings
AI server backlog and networking (Juniper) contribution. Date confirmed by the company.
Source: hpe.com
Tue, Nov 24, 2026
Nov
24
earnings$DELL expected date
Dell Technologies Inc. quarterly earnings
AI server orders and backlog. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Mon, Nov 30, 2026
Nov
30
conference$AMZN through Dec 4
AWS re:Invent 2026 (Las Vegas)
AWS's biggest week: Trainium chips, Bedrock models and AI-agent launches.
Source: aws.amazon.com
Tue, Dec 1, 2026
Dec
1
earnings$MRVL expected date
Marvell Technology, Inc. quarterly earnings
Custom AI silicon and optics; first quarter after Lumentum deal announcement. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Wed, Dec 2, 2026
Dec
2
earnings$AI expected date
C3.ai, Inc. quarterly earnings
C3.ai enterprise AI software demand. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
2
earnings$CRM expected date
Salesforce, Inc. quarterly earnings
Agentforce AI monetization in enterprise software. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
2
earnings$SNOW After close; call 5:00 PM ET
Snowflake Inc. quarterly earnings
Data-platform consumption driven by AI workloads. Date confirmed by the company.
Source: snowflake.com
Dec
2
earnings$PATH expected date
UiPath, Inc. quarterly earnings
Agentic automation adoption. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Mon, Dec 7, 2026
Dec
7
earnings$CRDO expected date
Credo Technology Group Holding Ltd quarterly earnings
Active electrical cables for AI clusters. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
7
earnings$MDB expected date
MongoDB, Inc. quarterly earnings
Database demand from AI application builders. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Tue, Dec 8, 2026
Dec
8
conference$NVDA$GOOGL$META$MSFT through Dec 13
NeurIPS 2026 (Atlanta; also Sydney & Paris)
Top AI research conference; labs often time papers and model news around it.
Source: neurips.cc
Wed, Dec 9, 2026
Dec
9
earnings$ADBE expected date
Adobe Inc. quarterly earnings
Generative-AI monetization in creative software. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
9
other$NVDA$MSFT$AVGO$AMD 2:00 PM ET
FOMC rate decision + projections
Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.
Source: federalreserve.gov
Dec
9
earnings$ORCL expected date
Oracle Corporation quarterly earnings
OCI AI-cloud backlog (RPO) and capex. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
9
earnings$SNPS expected date
Synopsys, Inc. quarterly earnings
Chip-design software demand from AI silicon. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Thu, Dec 10, 2026
Dec
10
earnings$AVGO expected date
Broadcom Inc. quarterly earnings
Custom AI accelerators (XPUs) and AI networking revenue. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Dec
10
earnings$CIEN expected date
Ciena Corporation quarterly earnings
Optical networking for data-center interconnect. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Wed, Dec 16, 2026
Dec
16
earnings$MU expected date
Micron Technology, Inc. quarterly earnings
HBM memory pricing and supply for AI GPUs. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com

Recently reported newest first

Wed, Nov 4, 2026
Nov
4
earnings$QCOM reportedAfter close (AMC)
QUALCOMM Incorporated reports quarterly results
On-device AI and data-center ambitions. Fiscal Q4 GAAP revenue $10.32B (-8% y/y), GAAP EPS $1.17; fiscal 2026 revenue $43.1B. Reiterated a fiscal 2027 Data Center revenue target of $5B.
Source: sec.gov
Nov
4
product$NVDA reported
CUDA 13.5 ships with Vera Rubin general-availability support
Software readiness milestone for NVIDIA's next GPU architecture ahead of volume deployments.
Source: developer.nvidia.com
Nov
4
earnings$DDOG reportedBefore open (BMO)
Datadog, Inc. reports quarterly results
Observability spend from AI-native customers. Q3 revenue $1.20B (+35% y/y); GAAP operating income $75M; free cash flow $251M.
Source: sec.gov
Nov
4
earnings$COHR reportedAfter close (AMC)
Coherent Corp. reports quarterly results
Optical transceivers for AI data-center networking. Fiscal Q1 revenue $2.37B (+50% y/y); GAAP EPS $1.90. Company expects fiscal 2027 pro forma revenue growth above 60%.
Source: sec.gov
Nov
4
earnings$ARM reportedAfter close (AMC)
Arm Holdings plc reports quarterly results
Royalty growth from AI data-center and edge chips. Fiscal Q2 revenue $1.44B (+27% y/y): license and other $773M (+50%), royalties $670M (+8%); data-center royalties doubled y/y.
Source: sec.gov
Nov
4
earnings$APP reportedAfter close (AMC)
Applovin Corporation reports quarterly results
AI-driven ad engine; one of the market's AI winners. Q3 revenue $2.19B (+55% y/y); net income $1.44B (+72%); Adjusted EBITDA $1.84B.
Source: sec.gov
Tue, Nov 3, 2026
Nov
3
earnings$TLN reported
Talen Energy Corporation reports quarterly results
Power producer with data-center supply deals. Revenue: $1.33B (+63% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$SMCI reported
Super Micro Computer, Inc. reports quarterly results
AI server maker; read on GPU rack shipments and margins.
Source: sec.gov
Nov
3
earnings$ETN reported
Eaton Corporation, PLC reports quarterly results
Electrical equipment for data centers; orders signal AI build-out. Revenue: $8.95B (+28% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$ALAB reported
Astera Labs, Inc. reports quarterly results
AI connectivity chips (PCIe/CXL retimers) tied to GPU server volumes. Revenue: $584.9M (+154% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$ANET reported
Arista Networks, Inc. reports quarterly results
AI back-end networking demand from hyperscalers. Revenue: $3.66B (+58% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$AMD reported
Advanced Micro Devices, Inc. reports quarterly results
Data Center revenue $8.55B (+97% y/y) on EPYC and initial Instinct MI450 sales (company release).
Source: ir.amd.com
Mon, Nov 2, 2026
Nov
2
earnings$TEM reported
Tempus AI, Inc. reports quarterly results
AI-driven diagnostics; a pure-play AI healthcare name. Revenue: $411.5M (+23% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$PLTR reported
Palantir Technologies Inc. reports quarterly results
Bellwether for enterprise/government AI software demand. Revenue: $2.31B (+96% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
deal$MRVL$LITE reported8:00 AM ET call
Marvell to acquire Lumentum in all-stock deal (~$115B EV)
Combines electrical and optical AI connectivity; expected to close 1H 2028 pending approvals.
Source: investor.marvell.com
Nov
2
earnings$LITE reported
Lumentum Holdings Inc. reports quarterly results
Lasers and optical transceivers for AI networking; agreed Nov 2 to be acquired by Marvell. Revenue: $1.26B (+137% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$CIFR reported
Cipher Digital Inc. reports quarterly results
Bitcoin miner pivoting capacity to AI/HPC hosting. Revenue: $26.7M (-63% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$AAPL reported
Apple Inc. reports quarterly results
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Source: sec.gov · Revenue figure: SEC filing
Thu, Oct 29, 2026
Oct
29
earnings$INTC reported
Intel Corporation reports quarterly results
Foundry progress and data-center CPU share in an AI-heavy market. Revenue: $16.51B (+21% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
29
earnings$AMZN reported
Amazon.com, Inc. reports quarterly results
AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
29
deal$NBIS reported
Nebius signs 12-year lease for AIB's 50 MW Texas site
More contracted capacity for Nebius, expected to be energized in Q4 2027.
Source: marketbeat.com
Wed, Oct 28, 2026
Oct
28
earnings$VRT reported
Vertiv Holdings, LLC reports quarterly results
Data-center power and liquid cooling; backlog is an AI build-out gauge. Revenue: $4.31B (+61% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
earnings$NOW reported
ServiceNow, Inc. reports quarterly results
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
earnings$MSFT reported
Microsoft Corporation reports quarterly results
Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
earnings$KLAC reported
KLA Corporation reports quarterly results
Process-control tools; read on leading-edge and advanced-packaging spend. Revenue: $4.14B (+29% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
model launch$GOOGL$GOOG reported
Google announces Gemini 4 Carbon frontier model
Google's strongest model, launched first to cyber defenders; keeps Alphabet in the frontier-model race.
Source: blog.google
Oct
28
earnings$GEV reported
GE Vernova Inc. reports quarterly results
Gas turbines and grid gear for data-center power demand. Revenue: $12.64B (+27% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
earnings$GOOGL$GOOG reported
Alphabet Inc. reports quarterly results
Google Cloud growth, TPU demand and capex guidance. Revenue: $127.58B (+25% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Tue, Oct 27, 2026
Oct
27
deal$NVDA reported
NAVER signs $9B compute deal with Brookfield, clearing NVIDIA equity investment
1 GW-scale AI factory plan (55 MW in 1H27, 200 MW in 2028) built with NVIDIA platforms.
Source: navercorp.com
Oct
27
earnings$BBAI reported
BigBear.ai, Inc. reports quarterly results
BigBear.ai: government/defense AI analytics; small-cap AI sentiment gauge. Revenue: $43.6M (+31% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Mon, Oct 26, 2026
Oct
26
model launch$MSFT reported
OpenAI releases GPT-6.1 Terra
Faster, cheaper computer-use model (API price 50% below GPT-5.6 Terra); drives inference demand on partner clouds such as Azure.
Source: openai.com
Oct
26
earnings$CLS reported
Celestica, Inc. reports quarterly results
Celestica builds AI servers/networking for hyperscalers; a direct AI hardware demand signal. Revenue: $5.83B (+83% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
26
earnings$CDNS reported
Cadence Design Systems, Inc. reports quarterly results
EDA demand tracks how many new AI chip designs are in flight. Revenue: $1.63B (+22% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Wed, Oct 21, 2026
Oct
21
earnings$TSLA reported
Tesla, Inc. reports quarterly results
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
21
deal$NBIS reported
Nebius preliminary framework for up to 50 MW at NEOM Oxagon AI campus
Adds international capacity for Nebius's NVIDIA-based AI cloud, operational in phases from Q4 2027.
Source: neom.com
Oct
21
conference$NVDA reported
NVIDIA GTC Berlin 2026 keynote
GTC keynotes are where NVIDIA unveils products and partnerships for European AI infrastructure.
Source: investor.nvidia.com
Oct
21
earnings$META reported
Meta Platforms, Inc. reports quarterly results
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Source: investor.atmeta.com
Oct
21
earnings$LRCX reported
Lam Research Corporation reports quarterly results
Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing

Upcoming earnings quick scan · this week →

The same upcoming earnings dates from the calendar above, earnings only — labeled expected or confirmed.

Nov 5, 2026
$NET confirmed After close; call 5:00 PM ET
Cloudflare, Inc. quarterly earnings
source
Nov 5, 2026
$CORZ confirmed Call 8:30 AM ET
Core Scientific, Inc. quarterly earnings
source
Nov 5, 2026
$IREN confirmed Call 5:00 PM ET
IREN Limited quarterly earnings
source
Nov 5, 2026
$IONQ confirmed After close; call 4:30 PM ET
IonQ, Inc. quarterly earnings
source
Nov 5, 2026
$SMR confirmed Call 5:00 PM ET
NuScale Power Corporation quarterly earnings
source
Nov 5, 2026
$SOUN confirmed After close; call 5:00 PM ET
SoundHound AI, Inc. quarterly earnings
source
Nov 6, 2026
$OKLO confirmed Before open; call 8:30 AM ET
Oklo Inc. quarterly earnings
source
Nov 6, 2026
$WULF confirmed Before open; call 8:00 AM ET
TeraWulf Inc. quarterly earnings
source
Nov 6, 2026
$VST confirmed Call 10:00 AM ET
Vistra Corp. quarterly earnings
source
Nov 9, 2026
$ASTS confirmed Call 5:00 PM ET
AST SpaceMobile, Inc. quarterly earnings
source
Nov 9, 2026
$CEG expected Before open (BMO)
Constellation Energy Corporation quarterly earnings
source
Nov 9, 2026
$NRG confirmed Call 8:00 AM ET
NRG Energy, Inc. quarterly earnings
source
Nov 10, 2026
$CRWV confirmed Call 5:00 PM ET
CoreWeave, Inc. quarterly earnings
source
Nov 12, 2026
$AMAT confirmed After close; call 4:30 PM ET
Applied Materials, Inc. quarterly earnings
source
Nov 12, 2026
$NBIS confirmed Before open
Nebius Group N.V. quarterly earnings
source
Nov 17, 2026
$NVDA confirmed After close; call 5:00 PM ET
NVIDIA Corporation quarterly earnings
source
Nov 23, 2026
$HPE confirmed After close; call 5:00 PM ET
Hewlett Packard Enterprise Company quarterly earnings
source
Nov 24, 2026
$DELL expected
Dell Technologies Inc. quarterly earnings
source
Dec 1, 2026
$MRVL expected
Marvell Technology, Inc. quarterly earnings
source
Dec 2, 2026
$AI expected
C3.ai, Inc. quarterly earnings
source
Dec 2, 2026
$CRM expected
Salesforce, Inc. quarterly earnings
source
Dec 2, 2026
$SNOW confirmed After close; call 5:00 PM ET
Snowflake Inc. quarterly earnings
source
Dec 2, 2026
$PATH expected
UiPath, Inc. quarterly earnings
source
Dec 7, 2026
$CRDO expected
Credo Technology Group Holding Ltd quarterly earnings
source
Dec 7, 2026
$MDB expected
MongoDB, Inc. quarterly earnings
source
Dec 9, 2026
$ADBE expected
Adobe Inc. quarterly earnings
source
Dec 9, 2026
$ORCL expected
Oracle Corporation quarterly earnings
source
Dec 9, 2026
$SNPS expected
Synopsys, Inc. quarterly earnings
source
Dec 10, 2026
$AVGO expected
Broadcom Inc. quarterly earnings
source
Dec 10, 2026
$CIEN expected
Ciena Corporation quarterly earnings
source
Dec 16, 2026
$MU expected
Micron Technology, Inc. quarterly earnings
source