About AI Catalyst Radar
A daily-updated calendar and comparison tool for the events that move AI-related stocks.
What we track
- Earnings — dates, timing and results for AI chip, cloud, software, networking and power names.
- Model launches, products, deals, conferences and macro events such as FOMC decisions.
Sources & methodology
Every catalyst row links to its source: SEC 8-K earnings filings, company press releases, official event pages, or, for dates the company hasn't announced yet, a public earnings calendar; those are labeled expected. We do not publish analyst consensus estimates. Stock profiles use SEC XBRL financial data (each metric links to the filing), risk factors quoted from each company's latest 10-K/20-F, and shares outstanding from the filing cover page. We don't show market cap until we have a licensed price source. Taglines and “AI angle” paragraphs are written by us.
AI exposure score (1–5): the rubric
An editorial score of how directly a company's current business depends on AI. It is not a rating of the stock, its valuation or its prospects. We assign it from the company's own segment reporting and business descriptions in its 10-K/20-F and earnings releases, and we revisit it when a company's mix changes.
| Score | Meaning | Typical evidence | Examples |
|---|---|---|---|
| ⚡⚡⚡⚡⚡ 5 | AI is the core business | Most revenue comes from AI compute, AI infrastructure components or AI software | NVDA, CRWV, ALAB, PLTR, SOUN |
| ⚡⚡⚡⚡ 4 | AI is the main growth driver | A large, identifiable AI-linked segment (AI cloud, AI networking, HBM) next to substantial non-AI revenue | AMD, AVGO, MSFT, MU, ANET |
| ⚡⚡⚡ 3 | Meaningful AI exposure | Key supplier to AI build-outs or AI features in a broad product line; most revenue still driven by other factors | AMAT, DELL, CRM, CORZ |
| ⚡⚡ 2 | AI-adjacent | Benefits indirectly (electricity demand, electrical gear, consumer devices); AI is one of several drivers | CEG, VST, ETN, AAPL |
| ⚡ 1 | Thematic or prospective | Little or no current AI revenue; linked by narrative, future plans or trading behavior | OKLO, SMR, IONQ, ASTS |
Compare pages give a 🏆 to the higher AI exposure score and note ties. That only says which business is more AI-centric, not which stock is better.
Not investment advice
For information only. We do not give buy, sell or hold recommendations. Data can be wrong or out of date; verify with primary sources.