{
 "updated": "2026-11-05",
 "generated_at": "2026-11-05T01:58-05:00",
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   "date": "2026-10-21",
   "time": null,
   "tickers": [
    "LRCX"
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   "company": "Lam Research Corporation",
   "type": "earnings",
   "title": "Lam Research Corporation reports quarterly results",
   "why": "Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/lrcx-20261021.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000054/",
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  {
   "date": "2026-10-21",
   "time": null,
   "tickers": [
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   "company": "Meta Platforms, Inc.",
   "type": "earnings",
   "title": "Meta Platforms, Inc. reports quarterly results",
   "why": "Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135\u2013145B.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/default.aspx",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
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   "id": "c002"
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  {
   "date": "2026-10-21",
   "time": null,
   "tickers": [
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   "company": "NVIDIA",
   "type": "conference",
   "title": "NVIDIA GTC Berlin 2026 keynote",
   "location": "Berlin, Germany",
   "why": "GTC keynotes are where NVIDIA unveils products and partnerships for European AI infrastructure.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspx",
   "licensing": "primary/official source (company, event organizer or regulator)",
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   "id": "c003"
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  {
   "date": "2026-10-21",
   "time": null,
   "tickers": [
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   "company": "Nebius / HUMAIN / DataVolt",
   "type": "deal",
   "title": "Nebius preliminary framework for up to 50 MW at NEOM Oxagon AI campus",
   "why": "Adds international capacity for Nebius's NVIDIA-based AI cloud, operational in phases from Q4 2027.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.neom.com/en-us/newsroom/International-Agreement-Strengthens-Data-Center-Capabilities",
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   "id": "c004"
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  {
   "date": "2026-10-21",
   "time": null,
   "tickers": [
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   "company": "Tesla, Inc. ",
   "type": "earnings",
   "title": "Tesla, Inc.  reports quarterly results",
   "why": "Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
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   "id": "c005"
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  {
   "date": "2026-10-26",
   "time": null,
   "tickers": [
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   "company": "Cadence Design Systems, Inc.",
   "type": "earnings",
   "title": "Cadence Design Systems, Inc. reports quarterly results",
   "why": "EDA demand tracks how many new AI chip designs are in flight. Revenue: $1.63B (+22% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cdns-20261023.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000121/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
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   "id": "c006"
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  {
   "date": "2026-10-26",
   "time": null,
   "tickers": [
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   "company": "Celestica, Inc.",
   "type": "earnings",
   "title": "Celestica, Inc. reports quarterly results",
   "why": "Celestica builds AI servers/networking for hyperscalers; a direct AI hardware demand signal. Revenue: $5.83B (+83% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000049/cls-20261026.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000050/",
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   "licensing": "primary: SEC filing or company release",
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  {
   "date": "2026-10-26",
   "time": null,
   "tickers": [
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   "company": "OpenAI",
   "type": "model launch",
   "title": "OpenAI releases GPT-6.1 Terra",
   "why": "Faster, cheaper computer-use model (API price 50% below GPT-5.6 Terra); drives inference demand on partner clouds such as Azure.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://openai.com/index/introducing-gpt-6-1-terra",
   "licensing": "primary/official source (company, event organizer or regulator)",
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  {
   "date": "2026-10-27",
   "time": null,
   "tickers": [
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   "company": "BigBear.ai, Inc.",
   "type": "earnings",
   "title": "BigBear.ai, Inc. reports quarterly results",
   "why": "BigBear.ai: government/defense AI analytics; small-cap AI sentiment gauge. Revenue: $43.6M (+31% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000080/bbai-20261027.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000092/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c009"
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  {
   "date": "2026-10-27",
   "time": null,
   "tickers": [
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   "company": "NAVER / Brookfield / NVIDIA",
   "type": "deal",
   "title": "NAVER signs $9B compute deal with Brookfield, clearing NVIDIA equity investment",
   "why": "1 GW-scale AI factory plan (55 MW in 1H27, 200 MW in 2028) built with NVIDIA platforms.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.navercorp.com/en/media/pressReleasesDetail?seq=10034796",
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
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    "GOOG"
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   "company": "Alphabet Inc.",
   "type": "earnings",
   "title": "Alphabet Inc. reports quarterly results",
   "why": "Google Cloud growth, TPU demand and capex guidance. Revenue: $127.58B (+25% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000080/goog-20261028.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000084/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
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   "id": "c011"
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
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   "company": "GE Vernova Inc.",
   "type": "earnings",
   "title": "GE Vernova Inc. reports quarterly results",
   "why": "Gas turbines and grid gear for data-center power demand. Revenue: $12.64B (+27% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gev-20261028.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
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   "id": "c012"
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
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    "GOOG"
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   "company": "Google",
   "type": "model launch",
   "title": "Google announces Gemini 4 Carbon frontier model",
   "why": "Google's strongest model, launched first to cyber defenders; keeps Alphabet in the frontier-model race.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://blog.google/innovation-and-ai/models-and-research/gemini-models/introducing-gemini-4-carbon/",
   "licensing": "primary/official source (company, event organizer or regulator)",
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
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   "company": "KLA Corporation ",
   "type": "earnings",
   "title": "KLA Corporation  reports quarterly results",
   "why": "Process-control tools; read on leading-edge and advanced-packaging spend. Revenue: $4.14B (+29% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000032/klac-20261028.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000034/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c014"
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
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   "company": "Microsoft Corporation",
   "type": "earnings",
   "title": "Microsoft Corporation reports quarterly results",
   "why": "Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436122/msft-20261028.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c015"
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  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
    "NOW"
   ],
   "company": "ServiceNow, Inc.",
   "type": "earnings",
   "title": "ServiceNow, Inc. reports quarterly results",
   "why": "Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000092/erq3fy26-8xk.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000096/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c016"
  },
  {
   "date": "2026-10-28",
   "time": null,
   "tickers": [
    "VRT"
   ],
   "company": "Vertiv Holdings, LLC",
   "type": "earnings",
   "title": "Vertiv Holdings, LLC reports quarterly results",
   "why": "Data-center power and liquid cooling; backlog is an AI build-out gauge. Revenue: $4.31B (+61% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067707/vrt-20261028.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c017"
  },
  {
   "date": "2026-10-29",
   "time": null,
   "tickers": [
    "NBIS"
   ],
   "company": "AIB Data Centers / Nebius",
   "type": "deal",
   "title": "Nebius signs 12-year lease for AIB's 50 MW Texas site",
   "why": "More contracted capacity for Nebius, expected to be energized in Q4 2027.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.marketbeat.com/instant-alerts/event-aib-data-centers-lands-nebius-lease-expands-contracted-power-to-120-mw-2026-10-29/",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c018"
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  {
   "date": "2026-10-29",
   "time": null,
   "tickers": [
    "AMZN"
   ],
   "company": "Amazon.com, Inc.",
   "type": "earnings",
   "title": "Amazon.com, Inc. reports quarterly results",
   "why": "AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000038/amzn-20261029.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000040/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c019"
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  {
   "date": "2026-10-29",
   "time": null,
   "tickers": [
    "INTC"
   ],
   "company": "Intel Corporation",
   "type": "earnings",
   "title": "Intel Corporation reports quarterly results",
   "why": "Foundry progress and data-center CPU share in an AI-heavy market. Revenue: $16.51B (+21% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000188/intc-20261029.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c020"
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  {
   "date": "2026-11-02",
   "time": null,
   "tickers": [
    "AAPL"
   ],
   "company": "Apple Inc.",
   "type": "earnings",
   "title": "Apple Inc. reports quarterly results",
   "why": "Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000024/aapl-20261102.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c021"
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  {
   "date": "2026-11-02",
   "time": null,
   "tickers": [
    "CIFR"
   ],
   "company": "Cipher Digital Inc.",
   "type": "earnings",
   "title": "Cipher Digital Inc. reports quarterly results",
   "why": "Bitcoin miner pivoting capacity to AI/HPC hosting. Revenue: $26.7M (-63% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cifr-20261102.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000050/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c022"
  },
  {
   "date": "2026-11-02",
   "time": null,
   "tickers": [
    "LITE"
   ],
   "company": "Lumentum Holdings Inc.",
   "type": "earnings",
   "title": "Lumentum Holdings Inc. reports quarterly results",
   "why": "Lasers and optical transceivers for AI networking; agreed Nov 2 to be acquired by Marvell. Revenue: $1.26B (+137% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026068655/lite-20261102.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026069615/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c023"
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  {
   "date": "2026-11-02",
   "time": "8:00 AM ET call",
   "tickers": [
    "MRVL",
    "LITE"
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   "company": "Marvell / Lumentum",
   "type": "deal",
   "title": "Marvell to acquire Lumentum in all-stock deal (~$115B EV)",
   "why": "Combines electrical and optical AI connectivity; expected to close 1H 2028 pending approvals.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://investor.marvell.com/news-events/press-releases/detail/1040/marvell-and-lumentum-to-combine-creating-a-category-leader-in-ai-connectivity",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c024"
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  {
   "date": "2026-11-02",
   "time": null,
   "tickers": [
    "PLTR"
   ],
   "company": "Palantir Technologies Inc.",
   "type": "earnings",
   "title": "Palantir Technologies Inc. reports quarterly results",
   "why": "Bellwether for enterprise/government AI software demand. Revenue: $2.31B (+96% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165526000045/pltr-20261102.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165526000048/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c025"
  },
  {
   "date": "2026-11-02",
   "time": null,
   "tickers": [
    "TEM"
   ],
   "company": "Tempus AI, Inc.",
   "type": "earnings",
   "title": "Tempus AI, Inc. reports quarterly results",
   "why": "AI-driven diagnostics; a pure-play AI healthcare name. Revenue: $411.5M (+23% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1717115/000119312526442619/tem-20261102.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1717115/000119312526442624/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c026"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "AMD"
   ],
   "company": "Advanced Micro Devices, Inc.",
   "type": "earnings",
   "title": "Advanced Micro Devices, Inc. reports quarterly results",
   "why": "Data Center revenue $8.55B (+97% y/y) on EPYC and initial Instinct MI450 sales (company release).",
   "status": "reported",
   "estimated": false,
   "source_url": "https://ir.amd.com/news-events/press-releases/detail/1303/amd-reports-third-quarter-2026-financial-results",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c027"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "ANET"
   ],
   "company": "Arista Networks, Inc.",
   "type": "earnings",
   "title": "Arista Networks, Inc. reports quarterly results",
   "why": "AI back-end networking demand from hyperscalers. Revenue: $3.66B (+58% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000252/anet-20261103.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1596532/000159653226000254/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c028"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "ALAB"
   ],
   "company": "Astera Labs, Inc.",
   "type": "earnings",
   "title": "Astera Labs, Inc. reports quarterly results",
   "why": "AI connectivity chips (PCIe/CXL retimers) tied to GPU server volumes. Revenue: $584.9M (+154% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1736297/000173629726000044/alab-20261103.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1736297/000173629726000045/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c029"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "ETN"
   ],
   "company": "Eaton Corporation, PLC",
   "type": "earnings",
   "title": "Eaton Corporation, PLC reports quarterly results",
   "why": "Electrical equipment for data centers; orders signal AI build-out. Revenue: $8.95B (+28% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000037/etn-20261103.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000040/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c030"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "SMCI"
   ],
   "company": "Super Micro Computer, Inc.",
   "type": "earnings",
   "title": "Super Micro Computer, Inc. reports quarterly results",
   "why": "AI server maker; read on GPU rack shipments and margins.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000026/smci-20261103.htm",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c031"
  },
  {
   "date": "2026-11-03",
   "time": null,
   "tickers": [
    "TLN"
   ],
   "company": "Talen Energy Corporation",
   "type": "earnings",
   "title": "Talen Energy Corporation reports quarterly results",
   "why": "Power producer with data-center supply deals. Revenue: $1.33B (+63% y/y), per 10-Q.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000084/tln-20261103.htm",
   "results_source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000086/",
   "has_results": true,
   "licensing": "primary: SEC filing or company release",
   "licensing_flag": false,
   "id": "c032"
  },
  {
   "date": "2026-11-04",
   "time": "After close (AMC)",
   "tickers": [
    "APP"
   ],
   "company": "Applovin Corporation",
   "type": "earnings",
   "title": "Applovin Corporation reports quarterly results",
   "why": "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.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1751008/000175100826000068/exhibit991-3q26earningspre.htm",
   "has_results": true,
   "licensing": "primary: company earnings release filed with the SEC",
   "licensing_flag": false,
   "id": "c033"
  },
  {
   "date": "2026-11-04",
   "time": "After close (AMC)",
   "tickers": [
    "ARM"
   ],
   "company": "Arm Holdings plc",
   "type": "earnings",
   "title": "Arm Holdings plc reports quarterly results",
   "why": "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.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000141/exhibit992fye27q230-sepx26.htm",
   "has_results": true,
   "licensing": "primary: company earnings release filed with the SEC",
   "licensing_flag": false,
   "id": "c034"
  },
  {
   "date": "2026-11-04",
   "time": "After close (AMC)",
   "tickers": [
    "COHR"
   ],
   "company": "Coherent Corp.",
   "type": "earnings",
   "title": "Coherent Corp. reports quarterly results",
   "why": "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%.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/820318/000119312526447200/d176836dex991.htm",
   "has_results": true,
   "licensing": "primary: company earnings release filed with the SEC",
   "licensing_flag": false,
   "id": "c035"
  },
  {
   "date": "2026-11-04",
   "time": "Before open (BMO)",
   "tickers": [
    "DDOG"
   ],
   "company": "Datadog, Inc.",
   "type": "earnings",
   "title": "Datadog, Inc. reports quarterly results",
   "why": "Observability spend from AI-native customers. Q3 revenue $1.20B (+35% y/y); GAAP operating income $75M; free cash flow $251M.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026069792/ex-991x20260930x8k.htm",
   "has_results": true,
   "licensing": "primary: company earnings release filed with the SEC",
   "licensing_flag": false,
   "id": "c036"
  },
  {
   "date": "2026-11-04",
   "time": null,
   "tickers": [
    "NVDA"
   ],
   "company": "NVIDIA",
   "type": "product",
   "title": "CUDA 13.5 ships with Vera Rubin general-availability support",
   "why": "Software readiness milestone for NVIDIA's next GPU architecture ahead of volume deployments.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://developer.nvidia.com/blog/nvidia-cuda-13-5-brings-nvidia-vera-rubin-ga-support/",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c037"
  },
  {
   "date": "2026-11-04",
   "time": "After close (AMC)",
   "tickers": [
    "QCOM"
   ],
   "company": "QUALCOMM Incorporated",
   "type": "earnings",
   "title": "QUALCOMM Incorporated reports quarterly results",
   "why": "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.",
   "status": "reported",
   "estimated": false,
   "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000127/qcom092726erex991.htm",
   "has_results": true,
   "licensing": "primary: company earnings release filed with the SEC",
   "licensing_flag": false,
   "id": "c038"
  },
  {
   "date": "2026-11-05",
   "time": "After close; call 5:00 PM ET",
   "tickers": [
    "NET"
   ],
   "company": "Cloudflare, Inc.",
   "type": "earnings",
   "title": "Cloudflare, Inc. quarterly earnings",
   "why": "Edge AI inference and AI-crawler traffic trends. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://www.cloudflare.net/news/news-details/2026/Cloudflare-Announces-Date-of-Third-Quarter-2026-Financial-Results/default.aspx",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c039"
  },
  {
   "date": "2026-11-05",
   "time": "Call 8:30 AM ET",
   "tickers": [
    "CORZ"
   ],
   "company": "Core Scientific, Inc.",
   "type": "earnings",
   "title": "Core Scientific, Inc. quarterly earnings",
   "why": "Core Scientific: bitcoin-mining sites converted to AI/HPC colocation. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://investors.corescientific.com/news-events/press-releases/detail/145/core-scientific-inc-schedules-third-quarter-fiscal-year-2026-earnings-release-conference-call-and-webcast",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c040"
  },
  {
   "date": "2026-11-05",
   "time": "Call 5:00 PM ET",
   "tickers": [
    "IREN"
   ],
   "company": "IREN Limited",
   "type": "earnings",
   "title": "IREN Limited quarterly earnings",
   "why": "Bitcoin miner turned AI cloud; GPU fleet and contract updates. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://www.globenewswire.com/news-release/2026/10/22/3386871/0/en/iren-to-release-q1-fy27-results-on-november-5-2026.html",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c041"
  },
  {
   "date": "2026-11-05",
   "time": "After close; call 4:30 PM ET",
   "tickers": [
    "IONQ"
   ],
   "company": "IonQ, Inc.",
   "type": "earnings",
   "title": "IonQ, Inc. quarterly earnings",
   "why": "Quantum computing; high-beta AI/compute speculation proxy. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://investors.ionq.com/news/news-details/2026/IonQ-to-Report-Third-Quarter-2026-Financial-Results-on-November-5-2026/default.aspx",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c042"
  },
  {
   "date": "2026-11-05",
   "time": "Call 5:00 PM ET",
   "tickers": [
    "SMR"
   ],
   "company": "NuScale Power Corporation",
   "type": "earnings",
   "title": "NuScale Power Corporation quarterly earnings",
   "why": "NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-to-hold-third-quarter-2026-earnings-conference-call",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c043"
  },
  {
   "date": "2026-11-05",
   "time": "After close; call 5:00 PM ET",
   "tickers": [
    "SOUN"
   ],
   "company": "SoundHound AI, Inc.",
   "type": "earnings",
   "title": "SoundHound AI, Inc. quarterly earnings",
   "why": "Voice AI pure-play; revenue growth vs. cash burn. Date confirmed by the company.",
   "status": "today",
   "estimated": false,
   "source_url": "https://www.soundhound.com/newsroom/soundhound-ai-to-announce-third-quarter-2026-financial-results-on-november-5th",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c044"
  },
  {
   "date": "2026-11-06",
   "time": "Before open; call 8:30 AM ET",
   "tickers": [
    "OKLO"
   ],
   "company": "Oklo Inc.",
   "type": "earnings",
   "title": "Oklo Inc. quarterly earnings",
   "why": "Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investor.oklo.com/news/news-details/2026/Oklo-Announces-Date-for-Third-Quarter-2026-Financial-Results-and-Business-Update-Call/default.aspx",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c045"
  },
  {
   "date": "2026-11-06",
   "time": "Before open; call 8:00 AM ET",
   "tickers": [
    "WULF"
   ],
   "company": "TeraWulf Inc.",
   "type": "earnings",
   "title": "TeraWulf Inc. quarterly earnings",
   "why": "Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investors.terawulf.com/news-events/press-releases/detail/147/terawulf-schedules-conference-call-for-third-quarter-2026-financial-results",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c046"
  },
  {
   "date": "2026-11-06",
   "time": "Call 10:00 AM ET",
   "tickers": [
    "VST"
   ],
   "company": "Vistra Corp.",
   "type": "earnings",
   "title": "Vistra Corp. quarterly earnings",
   "why": "Nuclear/gas power provider courting data-center deals. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investor.vistracorp.com/events-and-presentations?item=73",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c047"
  },
  {
   "date": "2026-11-09",
   "time": "Call 5:00 PM ET",
   "tickers": [
    "ASTS"
   ],
   "company": "AST SpaceMobile, Inc.",
   "type": "earnings",
   "title": "AST SpaceMobile, Inc. quarterly earnings",
   "why": "AST SpaceMobile: satellite-to-phone broadband; speculative growth name often traded with AI small caps. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://www.businesswire.com/news/home/20261026877819/en/AST-SpaceMobile-to-Host-Third-Quarter-2026-Business-Update-Call-on-November-9-2026",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c048"
  },
  {
   "date": "2026-11-09",
   "time": "Before open (BMO)",
   "tickers": [
    "CEG"
   ],
   "company": "Constellation Energy Corporation",
   "type": "earnings",
   "title": "Constellation Energy Corporation quarterly earnings",
   "why": "Largest US nuclear operator; data-center power purchase deals. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/ceg/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c049"
  },
  {
   "date": "2026-11-09",
   "time": "Call 8:00 AM ET",
   "tickers": [
    "NRG"
   ],
   "company": "NRG Energy, Inc.",
   "type": "earnings",
   "title": "NRG Energy, Inc. quarterly earnings",
   "why": "Power producer with data-center load growth exposure. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investors.nrg.com/events/event-details/q3-2026-nrg-energy-inc-earnings-conference-call",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c050"
  },
  {
   "date": "2026-11-10",
   "time": "Call 5:00 PM ET",
   "tickers": [
    "CRWV"
   ],
   "company": "CoreWeave, Inc.",
   "type": "earnings",
   "title": "CoreWeave, Inc. quarterly earnings",
   "why": "CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Date-of-Third-Quarter-2026-Financial-Results-and-Conference-Call/default.aspx",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c051"
  },
  {
   "date": "2026-11-12",
   "time": "After close; call 4:30 PM ET",
   "tickers": [
    "AMAT"
   ],
   "company": "Applied Materials, Inc.",
   "type": "earnings",
   "title": "Applied Materials, Inc. quarterly earnings",
   "why": "Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-report-fourth-quarter-and-fiscal-2026-results/",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c052"
  },
  {
   "date": "2026-11-12",
   "time": "Before open",
   "tickers": [
    "NBIS"
   ],
   "company": "Nebius Group N.V.",
   "type": "earnings",
   "title": "Nebius Group N.V. quarterly earnings",
   "why": "Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://nebius.com/newsroom/nebius-group-announces-date-of-third-quarter-2026-results-and-conference-call",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c053"
  },
  {
   "date": "2026-11-15",
   "end_date": "2026-11-20",
   "time": null,
   "tickers": [
    "NVDA",
    "AMD",
    "INTC",
    "HPE",
    "SMCI"
   ],
   "company": "SC26 (Chicago)",
   "type": "conference",
   "title": "SC26 Supercomputing Conference",
   "location": "McCormick Place, Chicago, IL",
   "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://sc26.supercomputing.org/",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c054"
  },
  {
   "date": "2026-11-17",
   "end_date": "2026-11-20",
   "time": null,
   "tickers": [
    "MSFT"
   ],
   "company": "Microsoft",
   "type": "conference",
   "title": "Microsoft Ignite 2026 (San Francisco)",
   "location": "Moscone Center, San Francisco, CA",
   "why": "Microsoft's flagship AI/cloud event; Copilot, agent and Azure AI announcements.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://www.moscone.com/events/microsoft-ignite-2026",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c055"
  },
  {
   "date": "2026-11-17",
   "time": "After close; call 5:00 PM ET",
   "tickers": [
    "NVDA"
   ],
   "company": "NVIDIA Corporation",
   "type": "earnings",
   "title": "NVIDIA Corporation quarterly earnings",
   "why": "The single biggest AI catalyst: Q3 FY27 (quarter ended Oct 25) data-center revenue and guidance; CFO commentary posts ~1:20 PM PT.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Sets-Conference-Call-for-Third-Quarter-Financial-Results/default.aspx",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c056"
  },
  {
   "date": "2026-11-23",
   "time": "After close; call 5:00 PM ET",
   "tickers": [
    "HPE"
   ],
   "company": "Hewlett Packard Enterprise Company",
   "type": "earnings",
   "title": "Hewlett Packard Enterprise Company quarterly earnings",
   "why": "AI server backlog and networking (Juniper) contribution. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://www.hpe.com/us/en/newsroom/press-release/2026/11/hpe-to-present-live-audio-webcast-of-fiscal-2026-fourth-quarter-earnings-conference-call.html",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c057"
  },
  {
   "date": "2026-11-24",
   "time": null,
   "tickers": [
    "DELL"
   ],
   "company": "Dell Technologies Inc.",
   "type": "earnings",
   "title": "Dell Technologies Inc. quarterly earnings",
   "why": "AI server orders and backlog. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/dell/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c058"
  },
  {
   "date": "2026-11-30",
   "end_date": "2026-12-04",
   "time": null,
   "tickers": [
    "AMZN"
   ],
   "company": "Amazon Web Services",
   "type": "conference",
   "title": "AWS re:Invent 2026 (Las Vegas)",
   "location": "Las Vegas, NV",
   "why": "AWS's biggest week: Trainium chips, Bedrock models and AI-agent launches.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://aws.amazon.com/events/reinvent/",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c059"
  },
  {
   "date": "2026-12-01",
   "time": null,
   "tickers": [
    "MRVL"
   ],
   "company": "Marvell Technology, Inc.",
   "type": "earnings",
   "title": "Marvell Technology, Inc. quarterly earnings",
   "why": "Custom AI silicon and optics; first quarter after Lumentum deal announcement. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/mrvl/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c060"
  },
  {
   "date": "2026-12-02",
   "time": null,
   "tickers": [
    "AI"
   ],
   "company": "C3.ai, Inc.",
   "type": "earnings",
   "title": "C3.ai, Inc. quarterly earnings",
   "why": "C3.ai enterprise AI software demand. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/ai/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c061"
  },
  {
   "date": "2026-12-02",
   "time": null,
   "tickers": [
    "CRM"
   ],
   "company": "Salesforce, Inc.",
   "type": "earnings",
   "title": "Salesforce, Inc. quarterly earnings",
   "why": "Agentforce AI monetization in enterprise software. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/crm/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c062"
  },
  {
   "date": "2026-12-02",
   "time": "After close; call 5:00 PM ET",
   "tickers": [
    "SNOW"
   ],
   "company": "Snowflake Inc.",
   "type": "earnings",
   "title": "Snowflake Inc. quarterly earnings",
   "why": "Data-platform consumption driven by AI workloads. Date confirmed by the company.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://www.snowflake.com/en/news/press-releases/fy27-q3-earnings-date-announcement/",
   "licensing": "primary: company-announced date",
   "licensing_flag": false,
   "id": "c063"
  },
  {
   "date": "2026-12-02",
   "time": null,
   "tickers": [
    "PATH"
   ],
   "company": "UiPath, Inc.",
   "type": "earnings",
   "title": "UiPath, Inc. quarterly earnings",
   "why": "Agentic automation adoption. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/path/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c064"
  },
  {
   "date": "2026-12-07",
   "time": null,
   "tickers": [
    "CRDO"
   ],
   "company": "Credo Technology Group Holding Ltd",
   "type": "earnings",
   "title": "Credo Technology Group Holding Ltd quarterly earnings",
   "why": "Active electrical cables for AI clusters. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/crdo/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c065"
  },
  {
   "date": "2026-12-07",
   "time": null,
   "tickers": [
    "MDB"
   ],
   "company": "MongoDB, Inc.",
   "type": "earnings",
   "title": "MongoDB, Inc. quarterly earnings",
   "why": "Database demand from AI application builders. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/mdb/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c066"
  },
  {
   "date": "2026-12-08",
   "end_date": "2026-12-13",
   "time": null,
   "tickers": [
    "NVDA",
    "GOOGL",
    "META",
    "MSFT"
   ],
   "company": "NeurIPS",
   "type": "conference",
   "title": "NeurIPS 2026 (Atlanta; also Sydney & Paris)",
   "location": "Atlanta, GA (also Sydney and Paris)",
   "why": "Top AI research conference; labs often time papers and model news around it.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://neurips.cc/Conferences/2026",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c067"
  },
  {
   "date": "2026-12-09",
   "time": null,
   "tickers": [
    "ADBE"
   ],
   "company": "Adobe Inc.",
   "type": "earnings",
   "title": "Adobe Inc. quarterly earnings",
   "why": "Generative-AI monetization in creative software. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/adbe/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c068"
  },
  {
   "date": "2026-12-09",
   "time": "2:00 PM ET",
   "tickers": [
    "NVDA",
    "MSFT",
    "AVGO",
    "AMD"
   ],
   "company": "Federal Reserve",
   "type": "other",
   "title": "FOMC rate decision + projections",
   "why": "Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.",
   "status": "upcoming",
   "estimated": false,
   "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm",
   "licensing": "primary/official source (company, event organizer or regulator)",
   "licensing_flag": false,
   "id": "c069"
  },
  {
   "date": "2026-12-09",
   "time": null,
   "tickers": [
    "ORCL"
   ],
   "company": "Oracle Corporation",
   "type": "earnings",
   "title": "Oracle Corporation quarterly earnings",
   "why": "OCI AI-cloud backlog (RPO) and capex. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/orcl/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c070"
  },
  {
   "date": "2026-12-09",
   "time": null,
   "tickers": [
    "SNPS"
   ],
   "company": "Synopsys, Inc.",
   "type": "earnings",
   "title": "Synopsys, Inc. quarterly earnings",
   "why": "Chip-design software demand from AI silicon. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/snps/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c071"
  },
  {
   "date": "2026-12-10",
   "time": null,
   "tickers": [
    "AVGO"
   ],
   "company": "Broadcom Inc.",
   "type": "earnings",
   "title": "Broadcom Inc. quarterly earnings",
   "why": "Custom AI accelerators (XPUs) and AI networking revenue. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/avgo/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c072"
  },
  {
   "date": "2026-12-10",
   "time": null,
   "tickers": [
    "CIEN"
   ],
   "company": "Ciena Corporation",
   "type": "earnings",
   "title": "Ciena Corporation quarterly earnings",
   "why": "Optical networking for data-center interconnect. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/cien/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c073"
  },
  {
   "date": "2026-12-16",
   "time": null,
   "tickers": [
    "MU"
   ],
   "company": "Micron Technology, Inc.",
   "type": "earnings",
   "title": "Micron Technology, Inc. quarterly earnings",
   "why": "HBM memory pricing and supply for AI GPUs. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
   "status": "upcoming",
   "estimated": true,
   "source_url": "https://www.nasdaq.com/market-activity/stocks/mu/earnings",
   "licensing": "Nasdaq earnings calendar (date only)",
   "licensing_flag": true,
   "licensing_note": "Date comes only from the Nasdaq earnings calendar (no estimates shown). Treated as an expected date until the company announces it; replace source then.",
   "id": "c074"
  }
 ]
}