{
 "updated": "2026-11-05",
 "stocks": [
  {
   "ticker": "NVDA",
   "aliases": [],
   "name": "NVIDIA Corporation",
   "slug": "nvda",
   "category": "AI chips",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001045810",
   "tagline": "The GPU and networking platform most AI models are trained and served on.",
   "aiScore": 5,
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   },
   "metrics": [
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    },
    {
     "label": "Gross margin",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/"
    },
    {
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/"
    }
   ],
   "risks": [
    {
     "text": "Long manufacturing lead times and uncertain supply and capacity availability, combined with a failure to estimate customer demand accurately, has led and could lead to mismatches between\u2026",
     "kind": "10-K risk factor (filed 2026-02-25)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
     "text": "We receive a significant amount of our revenue from a limited number of partners and distributors and we have a concentration of sales to customers who purchase directly or indirectly from\u2026",
     "kind": "10-K risk factor (filed 2026-02-25)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    },
    {
     "text": "We are subject to complex laws, rules, regulations, and political and other actions, including restrictions on the export of our products, which may adversely impact our business.",
     "kind": "10-K risk factor (filed 2026-02-25)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
    }
   ],
   "aiAngle": "NVIDIA's data-center GPUs, NVLink/InfiniBand networking and CUDA software are the default stack for training and inference. Hyperscaler and neocloud capex plans are the main swing factor for its results.",
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     "id": "c056",
     "date": "2026-11-17",
     "end_date": null,
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     "title": "NVIDIA Corporation quarterly earnings",
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     "estimated": false,
     "status": "upcoming",
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     },
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      "id": "c056",
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     {
      "id": "c067",
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      "why": "Top AI research conference; labs often time papers and model news around it.",
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      "source_url": "https://neurips.cc/Conferences/2026"
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    ],
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     "time": null,
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     "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.",
     "estimated": false,
     "status": "reported",
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  },
  {
   "ticker": "AMD",
   "aliases": [],
   "name": "Advanced Micro Devices, Inc.",
   "slug": "amd",
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   "sector_label": "SEC SIC industry",
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   "tagline": "CPUs and Instinct GPUs; the main merchant alternative to NVIDIA.",
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    {
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    {
     "label": "Operating income",
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     "note": "Same quarter; 21% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000191/"
    }
   ],
   "risks": [
    {
     "text": "Government actions and regulations such as export regulations, import tariffs, and trade protection measures may limit our ability to export our products to certain customers.",
     "kind": "10-K risk factor (filed 2026-02-04)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm"
    },
    {
     "text": "If we fail to maintain the efficiency of our supply chain as we respond to changes in customer demand for our products, our business could be materially adversely affected.",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm"
    }
   ],
   "aiAngle": "AMD sells EPYC server CPUs and Instinct accelerators into AI data centers alongside PC and gaming chips. Its AI story hinges on how fast the Instinct GPU line ramps with large cloud and AI-lab customers.",
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     "date": "2026-11-15",
     "end_date": "2026-11-20",
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     "title": "SC26 Supercomputing Conference",
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     "estimated": false,
     "status": "upcoming",
     "source_url": "https://sc26.supercomputing.org/"
    },
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      "id": "c054",
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      "time": null,
      "type": "conference",
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      "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://sc26.supercomputing.org/"
     },
     {
      "id": "c069",
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      "end_date": null,
      "time": "2:00 PM ET",
      "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.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm"
     }
    ],
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     "id": "c027",
     "date": "2026-11-03",
     "end_date": null,
     "time": null,
     "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).",
     "estimated": false,
     "status": "reported",
     "source_url": "https://ir.amd.com/news-events/press-releases/detail/1303/amd-reports-third-quarter-2026-financial-results"
    },
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  },
  {
   "ticker": "AVGO",
   "aliases": [],
   "name": "Broadcom Inc.",
   "slug": "avgo",
   "category": "AI chips",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001730168",
   "tagline": "Custom AI accelerators and Ethernet switching for hyperscalers.",
   "aiScore": 4,
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    "asof": "2026-08-28",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/"
    },
    {
     "label": "Gross margin",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/"
    },
    {
     "label": "Operating income",
     "value": "$15.96B",
     "note": "Same quarter; 54% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/"
    }
   ],
   "risks": [
    {
     "text": "A significant reduction in demand from certain customers or loss of one or more of our significant customers may adversely affect our business.",
     "kind": "10-K risk factor (filed 2025-12-18)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm"
    },
    {
     "text": "Our substantial indebtedness could adversely affect our financial health and our ability to execute our business strategy.",
     "kind": "10-K risk factor (filed 2025-12-18)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm"
    }
   ],
   "aiAngle": "Broadcom designs custom AI chips (XPUs) for a handful of hyperscalers and sells Tomahawk/Jericho Ethernet silicon for AI clusters, while VMware software adds a large non-AI revenue base.",
   "live": {
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     "date": "2026-12-10",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": true,
     "status": "upcoming",
     "source_url": "https://www.nasdaq.com/market-activity/stocks/avgo/earnings"
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    "nextCatalyst": {
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     "end_date": null,
     "time": "2:00 PM ET",
     "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.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm"
    },
    "upcoming": [
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      "id": "c069",
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      "time": "2:00 PM ET",
      "type": "other",
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      "why": "Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm"
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     {
      "id": "c072",
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      "end_date": null,
      "time": null,
      "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.",
      "estimated": true,
      "status": "upcoming",
      "source_url": "https://www.nasdaq.com/market-activity/stocks/avgo/earnings"
     }
    ],
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   }
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  {
   "ticker": "MRVL",
   "aliases": [],
   "name": "Marvell Technology, Inc.",
   "slug": "mrvl",
   "category": "AI chips",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001835632",
   "tagline": "Custom silicon and optical DSPs for data-center AI.",
   "aiScore": 4,
   "sharesOutstanding": {
    "value": 876900000,
    "asof": "2026-08-21",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
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     "note": "10-Q period ended 2026-08-01; +37% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/"
    },
    {
     "label": "Gross margin",
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     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/"
    },
    {
     "label": "Operating income",
     "value": "$459.7M",
     "note": "Same quarter; 17% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/"
    }
   ],
   "risks": [
    {
     "text": "Our sales are concentrated in a few large customers. If we lose or experience a significant reduction in sales to any of these key customers, if any of these key customers experience a\u2026",
     "kind": "10-K risk factor (filed 2026-03-11)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm"
    },
    {
     "text": "Unfavorable or uncertain conditions in the Data Center and Communications markets may cause fluctuations in our rate of revenue growth or financial results.",
     "kind": "10-K risk factor (filed 2026-03-11)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm"
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   ],
   "aiAngle": "Marvell's data-center segment (custom AI accelerators, electro-optics, switching) is its growth engine. The planned Lumentum acquisition, announced Nov 2, 2026, would add lasers and transceivers.",
   "live": {
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     "end_date": null,
     "time": null,
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      "type": "earnings",
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     }
    ],
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     "date": "2026-11-02",
     "end_date": null,
     "time": "8:00 AM ET call",
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://investor.marvell.com/news-events/press-releases/detail/1040/marvell-and-lumentum-to-combine-creating-a-category-leader-in-ai-connectivity"
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  },
  {
   "ticker": "INTC",
   "aliases": [],
   "name": "Intel Corporation",
   "slug": "intc",
   "category": "AI chips",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000050863",
   "tagline": "x86 CPU giant rebuilding its foundry business.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 5315000000,
    "asof": "2026-10-23",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$16.51B",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/"
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    {
     "label": "Gross margin",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/"
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    {
     "label": "Operating income",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/"
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   ],
   "risks": [
    {
     "text": "If we are unable to secure a significant external foundry customer for Intel 14A, our next generation semiconductor manufacturing process technology, we may pause or discontinue our pursuit\u2026",
     "kind": "10-K risk factor (filed 2026-01-23)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000011/intc-20251227.htm"
    },
    {
     "text": "We are making significant, long-term and inherently risky investments in R&D and manufacturing facilities that may not realize a favorable return.",
     "kind": "10-K risk factor (filed 2026-01-23)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000011/intc-20251227.htm"
    }
   ],
   "aiAngle": "Intel's AI exposure runs through Xeon CPUs in AI servers, Gaudi accelerators and its foundry ambitions. Winning external foundry customers is the key swing factor named in its own filings.",
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     "date": "2026-11-15",
     "end_date": "2026-11-20",
     "time": null,
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     "title": "SC26 Supercomputing Conference",
     "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
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    ],
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     "end_date": null,
     "time": null,
     "type": "earnings",
     "title": "Intel Corporation reports quarterly results",
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     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000188/intc-20261029.htm"
    },
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  {
   "ticker": "QCOM",
   "aliases": [],
   "name": "Qualcomm Incorporated",
   "slug": "qcom",
   "category": "AI chips",
   "sector": "Radio & Tv Broadcasting & Communications Equipment",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000804328",
   "tagline": "Smartphone SoCs and modems pushing into on-device and data-center AI.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 1070000000,
    "asof": "2026-11-02",
    "form": "10-K",
    "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/"
   },
   "metrics": [
    {
     "label": "Revenue (latest fiscal year)",
     "value": "$43.12B",
     "note": "10-K period ended 2026-09-27; -3% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/"
    },
    {
     "label": "Operating income",
     "value": "$8.66B",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/"
    },
    {
     "label": "Net income",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/"
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   ],
   "risks": [
    {
     "text": "Our increasing focus on artificial intelligence (AI), including on-device AI, agentic AI and AI infrastructure, may not result in the anticipated benefits and could expose us to additional\u2026",
     "kind": "10-K risk factor (filed 2026-11-04)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/qcom-20260927.htm"
    },
    {
     "text": "The semiconductor industry is subject to intense competition in an environment of rapid technological change. Our success depends in part on our ability to adapt to such change and compete\u2026",
     "kind": "10-K risk factor (filed 2026-11-04)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000128/qcom-20260927.htm"
    }
   ],
   "aiAngle": "Qualcomm's revenue is mostly handsets, autos and IoT. Its AI angle is on-device inference in Snapdragon chips plus newer data-center inference products, which its 10-K flags as an uncertain bet.",
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     "id": "c038",
     "date": "2026-11-04",
     "end_date": null,
     "time": "After close (AMC)",
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000127/qcom092726erex991.htm"
    },
    "all": [
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   }
  },
  {
   "ticker": "ARM",
   "aliases": [],
   "name": "Arm Holdings plc",
   "slug": "arm",
   "category": "AI chips",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001973239",
   "tagline": "CPU architecture licensor whose designs sit in most AI servers and phones.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 1064055252,
    "asof": "2026-03-31",
    "form": "20-F",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$1.44B",
     "note": "6-K period ended 2026-09-30; +27% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000142/"
    },
    {
     "label": "Gross margin",
     "value": "97.1%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000142/"
    },
    {
     "label": "Operating income",
     "value": "$201.0M",
     "note": "Same quarter; 14% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000142/"
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   ],
   "risks": [
    {
     "text": "AI and ML are subject to a changing regulatory landscape in multiple jurisdictions in which we operate, and may present certain reputational risks.",
     "kind": "20-F risk factor (filed 2026-05-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/arm-20260331.htm"
    },
    {
     "text": "Our development of production silicon products, such as the Arm AGI CPU, CSS, chiplets, complete chip solutions, and other more integrated compute products may subject us to new or enhanced\u2026",
     "kind": "20-F risk factor (filed 2026-05-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/arm-20260331.htm"
    }
   ],
   "aiAngle": "Arm earns licenses and royalties on chips using its designs, including hyperscaler server CPUs paired with AI accelerators. It is also moving into making its own silicon products.",
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     "id": "c034",
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     "time": "After close (AMC)",
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1973239/000197323926000141/exhibit992fye27q230-sepx26.htm"
    },
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   }
  },
  {
   "ticker": "MU",
   "aliases": [],
   "name": "Micron Technology, Inc.",
   "slug": "mu",
   "category": "Memory & semicap",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000723125",
   "tagline": "DRAM, NAND and the high-bandwidth memory (HBM) AI GPUs need.",
   "aiScore": 4,
   "sharesOutstanding": {
    "value": 1131423212,
    "asof": "2026-10-02",
    "form": "10-K",
    "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/"
   },
   "metrics": [
    {
     "label": "Revenue (latest fiscal year)",
     "value": "$133.19B",
     "note": "10-K period ended 2026-09-03; +256% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/"
    },
    {
     "label": "Gross margin",
     "value": "80.7%",
     "note": "Gross profit / revenue, same fiscal year",
     "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/"
    },
    {
     "label": "Operating income",
     "value": "$99.34B",
     "note": "Same fiscal year; 75% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/"
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   ],
   "risks": [
    {
     "text": "Government actions and regulations, such as export restrictions, tariffs, and trade protection measures, may limit our ability to sell our products to certain customers or markets, or could\u2026",
     "kind": "10-K risk factor (filed 2026-10-09)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm"
    },
    {
     "text": "We may be unable to generate sufficient cash flows or obtain access to external financing necessary to fund our operations, make scheduled debt payments, and make adequate capital\u2026",
     "kind": "10-K risk factor (filed 2026-10-09)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm"
    }
   ],
   "aiAngle": "Micron's HBM is stacked next to AI accelerators, and AI servers pull overall DRAM demand. Memory pricing makes its results highly cyclical even with AI tailwinds.",
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     "time": null,
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     "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.",
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     "status": "upcoming",
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     "time": null,
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      "why": "HBM memory pricing and supply for AI GPUs. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.",
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  {
   "ticker": "AMAT",
   "aliases": [],
   "name": "Applied Materials, Inc.",
   "slug": "amat",
   "category": "Memory & semicap",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000006951",
   "tagline": "The largest maker of chipmaking equipment.",
   "aiScore": 3,
   "sharesOutstanding": {
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    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828026058235/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
     "value": "$9.12B",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828026058235/"
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    {
     "label": "Gross margin",
     "value": "50.3%",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828026058235/"
    },
    {
     "label": "Operating income",
     "value": "$3.08B",
     "note": "Same quarter; 34% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828026058235/"
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   ],
   "risks": [
    {
     "text": "Global trade issues and changes in and uncertainties with respect to trade policies and export regulations, including import and export license requirements, trade sanctions, tariffs and\u2026",
     "kind": "10-K risk factor (filed 2025-12-12)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828025056742/amat-20251026.htm"
    },
    {
     "text": "Supply chain disruptions, manufacturing interruptions or delays, or the failure to accurately forecast customer demand, could affect our ability to meet customer demand, lead to higher\u2026",
     "kind": "10-K risk factor (filed 2025-12-12)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/6951/000162828025056742/amat-20251026.htm"
    }
   ],
   "aiAngle": "Applied Materials sells deposition, etch and other tools used to build leading-edge logic, DRAM and HBM. AI chip demand drives foundry and memory capex, its key end market; export rules on China are a recurring risk.",
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     "date": "2026-11-12",
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     "time": "After close; call 4:30 PM ET",
     "type": "earnings",
     "title": "Applied Materials, Inc. quarterly earnings",
     "why": "Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.",
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     "status": "upcoming",
     "source_url": "https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-report-fourth-quarter-and-fiscal-2026-results/"
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     "time": "After close; call 4:30 PM ET",
     "type": "earnings",
     "title": "Applied Materials, Inc. quarterly earnings",
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     "estimated": false,
     "status": "upcoming",
     "source_url": "https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-report-fourth-quarter-and-fiscal-2026-results/"
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    "upcoming": [
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      "end_date": null,
      "time": "After close; call 4:30 PM ET",
      "type": "earnings",
      "title": "Applied Materials, Inc. quarterly earnings",
      "why": "Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-report-fourth-quarter-and-fiscal-2026-results/"
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  {
   "ticker": "LRCX",
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   "name": "Lam Research Corporation",
   "slug": "lrcx",
   "category": "Memory & semicap",
   "sector": "Special Industry Machinery, NEC",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000707549",
   "tagline": "Etch and deposition tools, heavy in memory.",
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   "sharesOutstanding": {
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    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000054/"
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   "metrics": [
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     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000054/"
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    {
     "label": "Gross margin",
     "value": "52.3%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000054/"
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    {
     "label": "Operating income",
     "value": "$3.28B",
     "note": "Same quarter; 40% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000054/"
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   ],
   "risks": [
    {
     "text": "Future Declines in the Semiconductor Industry, and the Overall World Economic Conditions on Which It Is Significantly Dependent, Could Have a Material Adverse Impact on Our Results of\u2026",
     "kind": "10-K risk factor (filed 2026-08-07)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000037/lrcx-20260628.htm"
    },
    {
     "text": "Strategic Alliances and Customer Consolidation May Have Negative Effects on Our Business",
     "kind": "10-K risk factor (filed 2026-08-07)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000037/lrcx-20260628.htm"
    }
   ],
   "aiAngle": "Lam Research's tools are central to 3D NAND, DRAM and advanced packaging. AI-driven memory and foundry spending is the tailwind; China export policy and industry cycles are the counterweights.",
   "live": {
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    "lastReported": {
     "id": "c001",
     "date": "2026-10-21",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/lrcx-20261021.htm"
    },
    "all": [
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  {
   "ticker": "KLAC",
   "aliases": [],
   "name": "KLA Corporation",
   "slug": "klac",
   "category": "Memory & semicap",
   "sector": "Optical Instruments & Lenses",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000319201",
   "tagline": "Inspection and metrology tools that keep chip yields up.",
   "aiScore": 3,
   "sharesOutstanding": {
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    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000034/"
   },
   "metrics": [
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     "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000034/"
    },
    {
     "label": "Net income",
     "value": "$1.55B",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000034/"
    }
   ],
   "risks": [
    {
     "text": "We operate in industries that have historically been cyclical, including the semiconductor industry, and customer purchasing decisions are highly dependent on local and global economic\u2026",
     "kind": "10-K risk factor (filed 2026-08-06)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm"
    },
    {
     "text": "Ongoing changes in the technology industry, including AI-related developments and changes in semiconductor manufacturing processes, customer investment patterns and end-market demand, could\u2026",
     "kind": "10-K risk factor (filed 2026-08-06)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm"
    }
   ],
   "aiAngle": "KLA's process-control tools become more critical as AI chips move to complex nodes and advanced packaging. Its demand follows foundry and memory capex cycles.",
   "live": {
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    "lastReported": {
     "id": "c014",
     "date": "2026-10-28",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000032/klac-20261028.htm"
    },
    "all": [
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  {
   "ticker": "CDNS",
   "aliases": [],
   "name": "Cadence Design Systems, Inc.",
   "slug": "cdns",
   "category": "Memory & semicap",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000813672",
   "tagline": "Chip-design (EDA) software and IP.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 274379000,
    "asof": "2026-09-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000121/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
     "value": "$1.63B",
     "note": "10-Q period ended 2026-09-30; +22% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000121/"
    },
    {
     "label": "Operating income",
     "value": "$428.7M",
     "note": "Same quarter; 26% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000121/"
    },
    {
     "label": "Net income",
     "value": "$289.7M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000121/"
    }
   ],
   "risks": [
    {
     "text": "We are subject to governmental export and import controls that subject us to liability and impair our ability to compete in global markets as well as a variety of other laws and regulations.",
     "kind": "10-K risk factor (filed 2026-02-19)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm"
    },
    {
     "text": "We may not be able to generate sufficient cash to service all of our indebtedness and may be forced to take other actions to satisfy our obligations under our indebtedness, which may not be\u2026",
     "kind": "10-K risk factor (filed 2026-02-19)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm"
    }
   ],
   "aiAngle": "Cadence software is used to design AI accelerators and the systems around them. More custom AI silicon means more design starts, and Cadence is also building AI into its own design tools.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c006",
     "date": "2026-10-26",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cdns-20261023.htm"
    },
    "all": [
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  {
   "ticker": "SNPS",
   "aliases": [],
   "name": "Synopsys, Inc.",
   "slug": "snps",
   "category": "Memory & semicap",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000883241",
   "tagline": "EDA software and silicon IP, now with Ansys simulation.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 191636646,
    "asof": "2026-08-24",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/883241/000088324126000025/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/883241/000088324126000025/"
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    {
     "text": "We operate in highly competitive industries, and if we do not continue to meet our customers\u2019 demand for innovative technology at lower costs, our products may not be competitive or may\u2026",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm"
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    {
     "text": "We are subject to governmental export and import requirements that could subject us to liability and restrict our ability to sell our products and services, which could impair our ability\u2026",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm"
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  {
   "ticker": "ANET",
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   "ticker": "CIEN",
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   "category": "Networking & optics",
   "sector": "Telephone & Telegraph Apparatus",
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   "ticker": "COHR",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/820318/000082031826000023/"
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   "ticker": "LITE",
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   "name": "Lumentum Holdings Inc.",
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   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001633978",
   "tagline": "Lasers and optical components for AI networking.",
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     "text": "Changes in demand and customer requirements for our products may reduce manufacturing yields, which could negatively impact our profitability.",
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  {
   "ticker": "ALAB",
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   "name": "Astera Labs, Inc.",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1736297/000173629726000045/"
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     "text": "A substantial portion of our revenue is driven by a limited number of our end customers, and the loss of, or a significant reduction in, demand from one or a few of our top end customers\u2026",
     "kind": "10-K risk factor (filed 2026-02-20)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm"
    },
    {
     "text": "We rely on our relationships with leaders in the data center and AI infrastructure ecosystem to test and validate our products at a system level and our inability to continue to develop or\u2026",
     "kind": "10-K risk factor (filed 2026-02-20)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm"
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   "aiAngle": "Astera Labs' retimers, switches and smart cable modules ship inside AI server racks, so its revenue tracks AI platform deployments closely; its 10-K flags dependence on a few large customers.",
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     "type": "earnings",
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     "status": "reported",
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  {
   "ticker": "CRDO",
   "aliases": [],
   "name": "Credo Technology Group Holding Ltd",
   "slug": "crdo",
   "category": "Networking & optics",
   "sector": "Semiconductors & Related Devices",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001807794",
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    "source_url": "https://www.sec.gov/Archives/edgar/data/1807794/000162828026060111/"
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   "metrics": [
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1807794/000162828026060111/"
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    {
     "label": "Gross margin",
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     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1807794/000162828026060111/"
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    {
     "label": "Operating income",
     "value": "$120.7M",
     "note": "Same quarter; 25% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1807794/000162828026060111/"
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   ],
   "risks": [
    {
     "text": "The general compute and Artificial Intelligence and Machine Learning (AI/ML) infrastructure market is an emerging market that will depend on the success of generative AI technologies, and\u2026",
     "kind": "10-K risk factor (filed 2026-06-15)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1807794/000162828026043303/crdo-20260502.htm"
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    {
     "text": "We are subject to the cyclical nature of the semiconductor industry which is undergoing significant change due to artificial intelligence.",
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   "aiAngle": "Credo's active electrical cables and connectivity chips link servers and switches in AI data centers. Its own filings tie the business to the generative-AI infrastructure build-out.",
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   "ticker": "SMCI",
   "aliases": [],
   "name": "Super Micro Computer, Inc.",
   "slug": "smci",
   "category": "AI servers & hardware",
   "sector": "Electronic Computers",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001375365",
   "tagline": "Rack-scale AI server systems.",
   "aiScore": 5,
   "sharesOutstanding": {
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    "form": "10-K",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/"
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     "value": "$39.06B",
     "note": "10-K period ended 2026-06-30; +78% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/"
    },
    {
     "label": "Gross margin",
     "value": "10.8%",
     "note": "Gross profit / revenue, same fiscal year",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/"
    },
    {
     "label": "Operating income",
     "value": "$2.77B",
     "note": "Same fiscal year; 7% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/"
    }
   ],
   "risks": [
    {
     "text": "Our sales are concentrated in a few large customers, and if we lose or experience a significant reduction in sales to any key customer, or any key customer experiences a significant decline\u2026",
     "kind": "10-K risk factor (filed 2026-08-31)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/smci-20260630.htm"
    },
    {
     "text": "We are subject to complex laws, rules, regulations, and political and other actions, including restrictions on the export of our products, which may adversely impact our business.",
     "kind": "10-K risk factor (filed 2026-08-31)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000022/smci-20260630.htm"
    }
   ],
   "aiAngle": "Supermicro builds GPU servers and liquid-cooled racks for AI clouds and enterprises. Revenue swings with GPU supply and a few large customer orders; margins are thin for the sector.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": {
     "id": "c054",
     "date": "2026-11-15",
     "end_date": "2026-11-20",
     "time": null,
     "type": "conference",
     "title": "SC26 Supercomputing Conference",
     "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://sc26.supercomputing.org/"
    },
    "upcoming": [
     {
      "id": "c054",
      "date": "2026-11-15",
      "end_date": "2026-11-20",
      "time": null,
      "type": "conference",
      "title": "SC26 Supercomputing Conference",
      "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://sc26.supercomputing.org/"
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    "lastReported": {
     "id": "c031",
     "date": "2026-11-03",
     "end_date": null,
     "time": null,
     "type": "earnings",
     "title": "Super Micro Computer, Inc. reports quarterly results",
     "why": "AI server maker; read on GPU rack shipments and margins.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000026/smci-20261103.htm"
    },
    "all": [
     "c031",
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   }
  },
  {
   "ticker": "DELL",
   "aliases": [],
   "name": "Dell Technologies Inc.",
   "slug": "dell",
   "category": "AI servers & hardware",
   "sector": "Electronic Computers",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001571996",
   "tagline": "PCs and servers, with a fast-growing AI server line.",
   "aiScore": 3,
   "sharesOutstanding": null,
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$46.97B",
     "note": "10-Q period ended 2026-07-31; +58% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000046/"
    },
    {
     "label": "Gross margin",
     "value": "20.9%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000046/"
    },
    {
     "label": "Operating income",
     "value": "$5.38B",
     "note": "Same quarter; 11% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000046/"
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   ],
   "risks": [
    {
     "text": "The nature of the demand for AI solutions may have adverse effects on our operating performance.",
     "kind": "10-K risk factor (filed 2026-03-16)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm"
    },
    {
     "text": "Competitive pressures may adversely affect our industry unit share position, revenue, and profitability.",
     "kind": "10-K risk factor (filed 2026-03-16)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm"
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   ],
   "aiAngle": "Dell sells AI-optimized servers to neoclouds, sovereigns and enterprises alongside PCs and storage. Its 10-K notes AI demand patterns can hurt operating performance even as they lift revenue.",
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     "date": "2026-11-24",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": true,
     "status": "upcoming",
     "source_url": "https://www.nasdaq.com/market-activity/stocks/dell/earnings"
    },
    "nextCatalyst": {
     "id": "c058",
     "date": "2026-11-24",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": true,
     "status": "upcoming",
     "source_url": "https://www.nasdaq.com/market-activity/stocks/dell/earnings"
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    "upcoming": [
     {
      "id": "c058",
      "date": "2026-11-24",
      "end_date": null,
      "time": null,
      "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.",
      "estimated": true,
      "status": "upcoming",
      "source_url": "https://www.nasdaq.com/market-activity/stocks/dell/earnings"
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    ],
    "lastReported": null,
    "all": [
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   }
  },
  {
   "ticker": "HPE",
   "aliases": [],
   "name": "Hewlett Packard Enterprise Company",
   "slug": "hpe",
   "category": "AI servers & hardware",
   "sector": "Computer & office Equipment",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001645590",
   "tagline": "Servers, networking (Juniper) and hybrid cloud.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 1327464779,
    "asof": "2026-08-27",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$12.21B",
     "note": "10-Q period ended 2026-07-31; +34% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/"
    },
    {
     "label": "Operating income",
     "value": "$1.39B",
     "note": "Same quarter; 11% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/"
    },
    {
     "label": "Net income",
     "value": "$1.54B",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/"
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   ],
   "risks": [
    {
     "text": "Issues in the development and use of artificial intelligence may result in reputational harm, liability, or impact to our results of operations.",
     "kind": "10-K risk factor (filed 2025-12-18)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm"
    },
    {
     "text": "System security risks, data protection incidents, cyberattacks and systems integration issues could disrupt our internal operations or IT services provided to customers, and any such\u2026",
     "kind": "10-K risk factor (filed 2025-12-18)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm"
    }
   ],
   "aiAngle": "HPE sells AI systems and supercomputers plus networking after acquiring Juniper. AI server backlog and margin on those systems are what investors watch.",
   "live": {
    "nextEarnings": {
     "id": "c057",
     "date": "2026-11-23",
     "end_date": null,
     "time": "After close; call 5:00 PM ET",
     "type": "earnings",
     "title": "Hewlett Packard Enterprise Company quarterly earnings",
     "why": "AI server backlog and networking (Juniper) contribution. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "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"
    },
    "nextCatalyst": {
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     "end_date": "2026-11-20",
     "time": null,
     "type": "conference",
     "title": "SC26 Supercomputing Conference",
     "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://sc26.supercomputing.org/"
    },
    "upcoming": [
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      "date": "2026-11-15",
      "end_date": "2026-11-20",
      "time": null,
      "type": "conference",
      "title": "SC26 Supercomputing Conference",
      "why": "HPC/AI hardware showcase; exhibit hall Nov 17\u201319. Watch for system and accelerator announcements.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://sc26.supercomputing.org/"
     },
     {
      "id": "c057",
      "date": "2026-11-23",
      "end_date": null,
      "time": "After close; call 5:00 PM ET",
      "type": "earnings",
      "title": "Hewlett Packard Enterprise Company quarterly earnings",
      "why": "AI server backlog and networking (Juniper) contribution. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "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"
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    "lastReported": null,
    "all": [
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  {
   "ticker": "CLS",
   "aliases": [],
   "name": "Celestica Inc.",
   "slug": "cls",
   "category": "AI servers & hardware",
   "sector": "Printed Circuit Boards",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001030894",
   "tagline": "Contract manufacturer building AI servers and switches.",
   "aiScore": 4,
   "sharesOutstanding": {
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    "asof": "2026-10-21",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000050/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$5.83B",
     "note": "10-Q period ended 2026-09-30; +83% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000050/"
    },
    {
     "label": "Gross margin",
     "value": "11.0%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000050/"
    },
    {
     "label": "Operating income",
     "value": "$460.0M",
     "note": "Same quarter; 8% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000050/"
    }
   ],
   "risks": [
    {
     "text": "The future development and adoption of AI and the deployment of data center infrastructure are uncertain and depend on the availability and cost of critical inputs (including power and\u2026",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000011/cls-20251231.htm"
    },
    {
     "text": "Inherent challenges in managing changes in customer demand has and may continue to impact our planning, supply chain execution and manufacturing, and may adversely affect our operating\u2026",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000011/cls-20251231.htm"
    }
   ],
   "aiAngle": "Celestica manufactures networking switches and compute hardware for hyperscalers, which makes AI data-center spending its largest growth driver.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c007",
     "date": "2026-10-26",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1030894/000103089426000049/cls-20261026.htm"
    },
    "all": [
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   }
  },
  {
   "ticker": "VRT",
   "aliases": [],
   "name": "Vertiv Holdings Co",
   "slug": "vrt",
   "category": "Power & cooling",
   "sector": "Electronic Components, NEC",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001674101",
   "tagline": "Data-center power, thermal and liquid-cooling infrastructure.",
   "aiScore": 4,
   "sharesOutstanding": {
    "value": 385060421,
    "asof": "2026-10-26",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$4.31B",
     "note": "10-Q period ended 2026-09-30; +61% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/"
    },
    {
     "label": "Operating income",
     "value": "$983.8M",
     "note": "Same quarter; 23% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/"
    },
    {
     "label": "Net income",
     "value": "$764.5M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/"
    }
   ],
   "risks": [
    {
     "text": "We rely on the continued growth of our customers\u2019 critical infrastructure systems, in particular data center and communication infrastructure, to grow our business, operations and revenue\u2026",
     "kind": "10-K risk factor (filed 2026-02-13)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htm"
    },
    {
     "text": "Our current or future levels of indebtedness could adversely affect our financial condition and prevent us from making payments on our debt obligations.",
     "kind": "10-K risk factor (filed 2026-02-13)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htm"
    }
   ],
   "aiAngle": "Vertiv sells UPS, power distribution and liquid cooling that high-density AI racks require. Its 10-K ties growth to data-center infrastructure expansion.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c017",
     "date": "2026-10-28",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067707/vrt-20261028.htm"
    },
    "all": [
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  {
   "ticker": "ETN",
   "aliases": [],
   "name": "Eaton Corporation plc",
   "slug": "etn",
   "category": "Power & cooling",
   "sector": "Misc Industrial & Commercial Machinery & Equipment",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001551182",
   "tagline": "Electrical equipment for data centers, utilities and industry.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 388500000,
    "asof": "2026-09-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000040/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$8.95B",
     "note": "10-Q period ended 2026-09-30; +28% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000040/"
    },
    {
     "label": "Net income",
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     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000040/"
    }
   ],
   "risks": [
    {
     "text": "Risks and uncertainties related to the development and use of artificial intelligence may present business, compliance and reputational risks.",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000007/etn-20251231.htm"
    },
    {
     "text": "Significant inflation or shortages of raw materials, energy, components, and/or labor, or similar challenges for our customers, could continue to adversely impact our results of operations.",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000007/etn-20251231.htm"
    }
   ],
   "aiAngle": "Eaton's electrical segment sells switchgear and power distribution into data centers; AI build-outs are one of several demand drivers alongside utilities, aerospace and industrial.",
   "live": {
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    "upcoming": [],
    "lastReported": {
     "id": "c030",
     "date": "2026-11-03",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1551182/000155118226000037/etn-20261103.htm"
    },
    "all": [
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  },
  {
   "ticker": "GEV",
   "aliases": [],
   "name": "GE Vernova Inc.",
   "slug": "gev",
   "category": "Power & cooling",
   "sector": "Electronic & Other Electrical Equipment (No Computer Equip)",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001996810",
   "tagline": "Gas turbines, grid equipment and wind.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 264677066,
    "asof": "2026-09-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$12.64B",
     "note": "10-Q period ended 2026-09-30; +27% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/"
    },
    {
     "label": "Gross margin",
     "value": "24.6%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/"
    },
    {
     "label": "Operating income",
     "value": "$1.39B",
     "note": "Same quarter; 11% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/"
    }
   ],
   "risks": [
    {
     "text": "We may fail to compete successfully in the highly-competitive global markets in which we operate.",
     "kind": "10-K risk factor (filed 2026-01-29)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm"
    },
    {
     "text": "Changes in energy, environmental, and tax policies may reduce demand for our products and undermine project economics.",
     "kind": "10-K risk factor (filed 2026-01-29)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm"
    }
   ],
   "aiAngle": "GE Vernova's gas turbines and grid gear are in demand partly because of data-center power needs. AI is an indirect driver through electricity demand.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c012",
     "date": "2026-10-28",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gev-20261028.htm"
    },
    "all": [
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  {
   "ticker": "CEG",
   "aliases": [],
   "name": "Constellation Energy Corporation",
   "slug": "ceg",
   "category": "Power producers",
   "sector": "Electric Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001868275",
   "tagline": "Largest U.S. nuclear fleet operator.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 354307379,
    "asof": "2026-07-31",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000104/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$7.50B",
     "note": "10-Q period ended 2026-06-30; +23% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000104/"
    },
    {
     "label": "Operating income",
     "value": "$580.0M",
     "note": "Same quarter; 8% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000104/"
    },
    {
     "label": "Net income",
     "value": "$513.0M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000104/"
    }
   ],
   "risks": [
    {
     "text": "NRC actions could negatively affect the operations and profitability of our nuclear generating fleet.",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000032/ceg-20251231.htm"
    },
    {
     "text": "We are subject to risks associated with weather, including its effect on the supply and demand for electricity, as well as impacts from climate change, including extreme weather events.",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1868275/000186827526000032/ceg-20251231.htm"
    }
   ],
   "aiAngle": "Constellation sells carbon-free nuclear power and has signed long-term supply deals with tech companies; data-center electricity demand is the AI link.",
   "live": {
    "nextEarnings": {
     "id": "c049",
     "date": "2026-11-09",
     "end_date": null,
     "time": "Before open (BMO)",
     "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.",
     "estimated": true,
     "status": "upcoming",
     "source_url": "https://www.nasdaq.com/market-activity/stocks/ceg/earnings"
    },
    "nextCatalyst": {
     "id": "c049",
     "date": "2026-11-09",
     "end_date": null,
     "time": "Before open (BMO)",
     "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.",
     "estimated": true,
     "status": "upcoming",
     "source_url": "https://www.nasdaq.com/market-activity/stocks/ceg/earnings"
    },
    "upcoming": [
     {
      "id": "c049",
      "date": "2026-11-09",
      "end_date": null,
      "time": "Before open (BMO)",
      "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.",
      "estimated": true,
      "status": "upcoming",
      "source_url": "https://www.nasdaq.com/market-activity/stocks/ceg/earnings"
     }
    ],
    "lastReported": null,
    "all": [
     "c049"
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   }
  },
  {
   "ticker": "VST",
   "aliases": [],
   "name": "Vistra Corp.",
   "slug": "vst",
   "category": "Power producers",
   "sector": "Electric Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001692819",
   "tagline": "Power generator with nuclear and gas plants.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 335635195,
    "asof": "2026-08-03",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000019/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$4.02B",
     "note": "10-Q period ended 2026-06-30; -5% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000019/"
    },
    {
     "label": "Operating income",
     "value": "$553.0M",
     "note": "Same quarter; 14% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000019/"
    },
    {
     "label": "Net income",
     "value": "$305.0M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000019/"
    }
   ],
   "risks": [
    {
     "text": "Volatile power supply costs and demand for power have and could in the future adversely affect the financial performance of our retail businesses.",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000006/vistra-20251231.htm"
    },
    {
     "text": "We may suffer material losses, costs and liabilities due to operation risks, regulatory risks, and the risk of nuclear accidents arising from the ownership and operation of the nuclear\u2026",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000006/vistra-20251231.htm"
    }
   ],
   "aiAngle": "Vistra owns generation that can supply data centers; its AI exposure is via power demand and potential long-term contracts with tech customers.",
   "live": {
    "nextEarnings": {
     "id": "c047",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Call 10:00 AM ET",
     "type": "earnings",
     "title": "Vistra Corp. quarterly earnings",
     "why": "Nuclear/gas power provider courting data-center deals. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investor.vistracorp.com/events-and-presentations?item=73"
    },
    "nextCatalyst": {
     "id": "c047",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Call 10:00 AM ET",
     "type": "earnings",
     "title": "Vistra Corp. quarterly earnings",
     "why": "Nuclear/gas power provider courting data-center deals. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investor.vistracorp.com/events-and-presentations?item=73"
    },
    "upcoming": [
     {
      "id": "c047",
      "date": "2026-11-06",
      "end_date": null,
      "time": "Call 10:00 AM ET",
      "type": "earnings",
      "title": "Vistra Corp. quarterly earnings",
      "why": "Nuclear/gas power provider courting data-center deals. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://investor.vistracorp.com/events-and-presentations?item=73"
     }
    ],
    "lastReported": null,
    "all": [
     "c047"
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   }
  },
  {
   "ticker": "TLN",
   "aliases": [],
   "name": "Talen Energy Corporation",
   "slug": "tln",
   "category": "Power producers",
   "sector": "Electric Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001622536",
   "tagline": "Independent power producer with a nuclear plant.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 43505312,
    "asof": "2026-11-03",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000086/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$1.33B",
     "note": "10-Q period ended 2026-09-30; +63% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000086/"
    },
    {
     "label": "Operating income",
     "value": "$255.0M",
     "note": "Same quarter; 19% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000086/"
    },
    {
     "label": "Net income",
     "value": "$138.0M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000086/"
    }
   ],
   "risks": [
    {
     "text": "Expected demand growth from the technology sector, manufacturing, and other uses of electricity, which has driven recent improvements in the outlook for the competitive wholesale power\u2026",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000017/tln-20251231.htm"
    },
    {
     "text": "We are exposed to credit risk, concentrations of credit risk, and counterparty risk from RTOs and ISOs, other customers, commercial counterparties, financial institutions, suppliers, and\u2026",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000017/tln-20251231.htm"
    }
   ],
   "aiAngle": "Talen's AI link is selling power from its generation fleet to data-center customers; its 10-K notes the outlook depends partly on tech-sector demand growth.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c032",
     "date": "2026-11-03",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1622536/000162253626000084/tln-20261103.htm"
    },
    "all": [
     "c032"
    ]
   }
  },
  {
   "ticker": "NRG",
   "aliases": [],
   "name": "NRG Energy, Inc.",
   "slug": "nrg",
   "category": "Power producers",
   "sector": "Electric Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013871",
   "tagline": "Power generation and retail electricity.",
   "aiScore": 2,
   "sharesOutstanding": {
    "value": 210210483,
    "asof": "2026-07-31",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000020/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$7.48B",
     "note": "10-Q period ended 2026-06-30; +11% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000020/"
    },
    {
     "label": "Operating income",
     "value": "$976.0M",
     "note": "Same quarter; 13% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000020/"
    },
    {
     "label": "Net income",
     "value": "$506.0M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000020/"
    }
   ],
   "risks": [
    {
     "text": "Volatile power and gas supply costs and demand for power and gas could adversely affect the financial performance of NRG's retail operations.",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000004/nrg-20251231.htm"
    },
    {
     "text": "The Company\u2019s use of, or failure to effectively adopt, AI systems in its operations, services and products poses operational, competitive, cybersecurity, legal and compliance risks that\u2026",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1013871/000101387126000004/nrg-20251231.htm"
    }
   ],
   "aiAngle": "NRG's AI angle is rising electricity demand from data centers in its markets; most revenue comes from retail energy.",
   "live": {
    "nextEarnings": {
     "id": "c050",
     "date": "2026-11-09",
     "end_date": null,
     "time": "Call 8:00 AM ET",
     "type": "earnings",
     "title": "NRG Energy, Inc. quarterly earnings",
     "why": "Power producer with data-center load growth exposure. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.nrg.com/events/event-details/q3-2026-nrg-energy-inc-earnings-conference-call"
    },
    "nextCatalyst": {
     "id": "c050",
     "date": "2026-11-09",
     "end_date": null,
     "time": "Call 8:00 AM ET",
     "type": "earnings",
     "title": "NRG Energy, Inc. quarterly earnings",
     "why": "Power producer with data-center load growth exposure. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.nrg.com/events/event-details/q3-2026-nrg-energy-inc-earnings-conference-call"
    },
    "upcoming": [
     {
      "id": "c050",
      "date": "2026-11-09",
      "end_date": null,
      "time": "Call 8:00 AM ET",
      "type": "earnings",
      "title": "NRG Energy, Inc. quarterly earnings",
      "why": "Power producer with data-center load growth exposure. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://investors.nrg.com/events/event-details/q3-2026-nrg-energy-inc-earnings-conference-call"
     }
    ],
    "lastReported": null,
    "all": [
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    ]
   }
  },
  {
   "ticker": "OKLO",
   "aliases": [],
   "name": "Oklo Inc.",
   "slug": "oklo",
   "category": "Nuclear developers",
   "sector": "Electric Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001849056",
   "tagline": "Pre-revenue advanced fission developer.",
   "aiScore": 1,
   "sharesOutstanding": {
    "value": 186017650,
    "asof": "2026-08-04",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026054571/"
   },
   "metrics": [
    {
     "label": "Operating income (latest quarter)",
     "value": "-$73.2M",
     "note": "10-Q period ended 2026-06-30; no revenue line reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026054571/"
    },
    {
     "label": "Net income (latest quarter)",
     "value": "-$48.5M",
     "note": "10-Q period ended 2026-06-30; no revenue line reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026054571/"
    },
    {
     "label": "Cash & equivalents",
     "value": "$1.64B",
     "note": "As of 2026-06-30 (10-Q)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026054571/"
    }
   ],
   "risks": [
    {
     "text": "If the market for technologies using artificial intelligence does not grow at the rate some parties expect, our customers or prospective customers may reduce their projected needs for power\u2026",
     "kind": "10-K risk factor (filed 2026-03-17)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htm"
    },
    {
     "text": "We are an early\u2011stage company with a history of financial losses (i.e., negative cash flows), and we expect to incur significant expenses and continuing financial losses at least until our\u2026",
     "kind": "10-K risk factor (filed 2026-03-17)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1849056/000162828026018698/oklo-20251231.htm"
    }
   ],
   "aiAngle": "Oklo is developing small fast reactors and pitches them as future power for data centers. It reports no revenue yet; its 10-K warns slower AI growth could reduce customers' projected power needs.",
   "live": {
    "nextEarnings": {
     "id": "c045",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Before open; call 8:30 AM ET",
     "type": "earnings",
     "title": "Oklo Inc. quarterly earnings",
     "why": "Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "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"
    },
    "nextCatalyst": {
     "id": "c045",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Before open; call 8:30 AM ET",
     "type": "earnings",
     "title": "Oklo Inc. quarterly earnings",
     "why": "Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "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"
    },
    "upcoming": [
     {
      "id": "c045",
      "date": "2026-11-06",
      "end_date": null,
      "time": "Before open; call 8:30 AM ET",
      "type": "earnings",
      "title": "Oklo Inc. quarterly earnings",
      "why": "Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "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"
     }
    ],
    "lastReported": null,
    "all": [
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    ]
   }
  },
  {
   "ticker": "SMR",
   "aliases": [],
   "name": "NuScale Power Corporation",
   "slug": "smr",
   "category": "Nuclear developers",
   "sector": "Fabricated Plate Work (Boiler Shops)",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001822966",
   "tagline": "Small modular reactor designer.",
   "aiScore": 1,
   "sharesOutstanding": null,
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$0.1M",
     "note": "10-Q period ended 2026-06-30; -99% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1822966/000182296626000085/"
    },
    {
     "label": "Gross margin",
     "value": "-202.7%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1822966/000182296626000085/"
    },
    {
     "label": "Operating income",
     "value": "-$64.0M",
     "note": "Same quarter; -85337% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1822966/000182296626000085/"
    }
   ],
   "risks": [
    {
     "text": "Loss of government incentives to use nuclear power may have an adverse impact on the market for SMRs.",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1822966/000182296626000018/smr-20251231.htm"
    },
    {
     "text": "We have incurred significant losses since inception, we expect to incur losses in the future, and we may not be able to achieve or maintain profitability.",
     "kind": "10-K risk factor (filed 2026-02-26)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1822966/000182296626000018/smr-20251231.htm"
    }
   ],
   "aiAngle": "NuScale designs small modular reactors marketed for utilities and large power users such as data centers. Revenue is minimal while it seeks its first commercial deployments.",
   "live": {
    "nextEarnings": {
     "id": "c043",
     "date": "2026-11-05",
     "end_date": null,
     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "NuScale Power Corporation quarterly earnings",
     "why": "NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.",
     "estimated": false,
     "status": "today",
     "source_url": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-to-hold-third-quarter-2026-earnings-conference-call"
    },
    "nextCatalyst": {
     "id": "c043",
     "date": "2026-11-05",
     "end_date": null,
     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "NuScale Power Corporation quarterly earnings",
     "why": "NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.",
     "estimated": false,
     "status": "today",
     "source_url": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-to-hold-third-quarter-2026-earnings-conference-call"
    },
    "upcoming": [
     {
      "id": "c043",
      "date": "2026-11-05",
      "end_date": null,
      "time": "Call 5:00 PM ET",
      "type": "earnings",
      "title": "NuScale Power Corporation quarterly earnings",
      "why": "NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.",
      "estimated": false,
      "status": "today",
      "source_url": "https://www.nuscalepower.com/press-releases/2026/nuscale-power-to-hold-third-quarter-2026-earnings-conference-call"
     }
    ],
    "lastReported": null,
    "all": [
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    ]
   }
  },
  {
   "ticker": "CRWV",
   "aliases": [],
   "name": "CoreWeave, Inc.",
   "slug": "crwv",
   "category": "AI cloud & neoclouds",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001769628",
   "tagline": "GPU cloud built for AI training and inference.",
   "aiScore": 5,
   "sharesOutstanding": null,
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$2.58B",
     "note": "10-Q period ended 2026-06-30; +112% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/"
    },
    {
     "label": "Operating income",
     "value": "-$49.0M",
     "note": "Same quarter; -2% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/"
    },
    {
     "label": "Net income",
     "value": "-$626.0M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/"
    }
   ],
   "risks": [
    {
     "text": "In order to meet the demand for AI cloud infrastructure services, we and our partners may need to expand existing data centers through development projects or add new data centers through\u2026",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm"
    },
    {
     "text": "If our data center providers fail to meet the requirements of our business, or if the data center facilities experience damage, interruption, or a security breach, our ability to provide\u2026",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm"
    }
   ],
   "aiAngle": "CoreWeave rents large NVIDIA GPU clusters to AI labs and hyperscalers. Results depend on contracted backlog, data-center delivery timelines and heavy debt-funded capex.",
   "live": {
    "nextEarnings": {
     "id": "c051",
     "date": "2026-11-10",
     "end_date": null,
     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "CoreWeave, Inc. quarterly earnings",
     "why": "CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Date-of-Third-Quarter-2026-Financial-Results-and-Conference-Call/default.aspx"
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    "nextCatalyst": {
     "id": "c051",
     "date": "2026-11-10",
     "end_date": null,
     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "CoreWeave, Inc. quarterly earnings",
     "why": "CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Date-of-Third-Quarter-2026-Financial-Results-and-Conference-Call/default.aspx"
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    "upcoming": [
     {
      "id": "c051",
      "date": "2026-11-10",
      "end_date": null,
      "time": "Call 5:00 PM ET",
      "type": "earnings",
      "title": "CoreWeave, Inc. quarterly earnings",
      "why": "CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Date-of-Third-Quarter-2026-Financial-Results-and-Conference-Call/default.aspx"
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  {
   "ticker": "NBIS",
   "aliases": [],
   "name": "Nebius Group N.V.",
   "slug": "nbis",
   "category": "AI cloud & neoclouds",
   "sector": "Services-Computer Programming, Data Processing, Etc.",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001513845",
   "tagline": "Full-stack AI cloud spun out of Yandex.",
   "aiScore": 5,
   "sharesOutstanding": null,
   "metrics": [
    {
     "label": "Revenue (latest fiscal year)",
     "value": "$529.8M",
     "note": "20-F period ended 2025-12-31; +479% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/"
    },
    {
     "label": "Operating income",
     "value": "-$611.7M",
     "note": "Same fiscal year; -115% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/"
    },
    {
     "label": "Net income",
     "value": "$82.5M",
     "note": "Same fiscal year",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/"
    }
   ],
   "risks": [
    {
     "text": "Technological developments in generative AI and inference, such as the development of AI models that require less computation power than earlier models, may result in decreased or differing\u2026",
     "kind": "20-F risk factor (filed 2026-04-30)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm"
    },
    {
     "text": "If there is insufficient customer demand to utilize the compute capacity we build, we would not realize the expected returns on our expansion efforts and our businesses, future operating\u2026",
     "kind": "20-F risk factor (filed 2026-04-30)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm"
    }
   ],
   "aiAngle": "Nebius runs GPU cloud capacity in Europe, the U.S. and new markets. Recent capacity deals (NEOM framework Oct 21, Texas lease Oct 29) show its build-out pace.",
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     "id": "c053",
     "date": "2026-11-12",
     "end_date": null,
     "time": "Before open",
     "type": "earnings",
     "title": "Nebius Group N.V. quarterly earnings",
     "why": "Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://nebius.com/newsroom/nebius-group-announces-date-of-third-quarter-2026-results-and-conference-call"
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    "nextCatalyst": {
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     "end_date": null,
     "time": "Before open",
     "type": "earnings",
     "title": "Nebius Group N.V. quarterly earnings",
     "why": "Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.",
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     "source_url": "https://nebius.com/newsroom/nebius-group-announces-date-of-third-quarter-2026-results-and-conference-call"
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    "upcoming": [
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      "id": "c053",
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      "time": "Before open",
      "type": "earnings",
      "title": "Nebius Group N.V. quarterly earnings",
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     "id": "c018",
     "date": "2026-10-29",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.marketbeat.com/instant-alerts/event-aib-data-centers-lands-nebius-lease-expands-contracted-power-to-120-mw-2026-10-29/"
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    "all": [
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  },
  {
   "ticker": "IREN",
   "aliases": [],
   "name": "IREN Limited",
   "slug": "iren",
   "category": "AI cloud & neoclouds",
   "sector": "Finance Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001878848",
   "tagline": "Bitcoin miner turned AI cloud provider.",
   "aiScore": 4,
   "sharesOutstanding": {
    "value": 357378674,
    "asof": "2026-04-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000026/"
   },
   "metrics": [
    {
     "label": "Revenue (latest fiscal year)",
     "value": "$707.0M",
     "note": "10-K period ended 2026-06-30; +41% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/"
    },
    {
     "label": "Operating income",
     "value": "-$1.05B",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/"
    },
    {
     "label": "Net income",
     "value": "-$702.6M",
     "note": "Same fiscal year",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/"
    }
   ],
   "risks": [
    {
     "text": "Our AI Cloud Services business has significant customer concentration, we are exposed to counterparty credit risk, and we may be unable to diversify our customer base.",
     "kind": "10-K risk factor (filed 2026-08-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/iren-20260630.htm"
    },
    {
     "text": "We may be unable to construct the data centers that support our AI Cloud Services, or to commission and deliver contracted AI Cloud Services capacity, on schedule, or at all.",
     "kind": "10-K risk factor (filed 2026-08-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/iren-20260630.htm"
    }
   ],
   "aiAngle": "IREN converts its power-rich data-center sites to AI cloud services. Its 10-K flags customer concentration and on-time delivery of contracted capacity as key risks.",
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     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "IREN Limited quarterly earnings",
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     "estimated": false,
     "status": "today",
     "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"
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    "nextCatalyst": {
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     "time": "Call 5:00 PM ET",
     "type": "earnings",
     "title": "IREN Limited quarterly earnings",
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     "status": "today",
     "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"
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    "upcoming": [
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      "why": "Bitcoin miner turned AI cloud; GPU fleet and contract updates. Date confirmed by the company.",
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      "status": "today",
      "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"
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    "lastReported": null,
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  },
  {
   "ticker": "CORZ",
   "aliases": [],
   "name": "Core Scientific, Inc.",
   "slug": "corz",
   "category": "Miners pivoting to AI",
   "sector": "Finance Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001839341",
   "tagline": "Bitcoin miner converting sites to AI/HPC colocation.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 321340441,
    "asof": "2026-07-23",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000183934126000014/"
   },
   "metrics": [
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     "label": "Revenue (latest quarter)",
     "value": "$164.2M",
     "note": "10-Q period ended 2026-06-30; +109% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000183934126000014/"
    },
    {
     "label": "Gross margin",
     "value": "42.7%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000183934126000014/"
    },
    {
     "label": "Operating income",
     "value": "-$78.5M",
     "note": "Same quarter; -48% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000183934126000014/"
    }
   ],
   "risks": [
    {
     "text": "We may incur additional indebtedness to execute our long-term growth strategy, which may reduce our profitability.",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000162828026013305/core-20251231.htm"
    },
    {
     "text": "Losses relating to our business may be uninsured, or insurance may be limited.",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1839341/000162828026013305/core-20251231.htm"
    }
   ],
   "aiAngle": "Core Scientific leases power and data-center space for AI/HPC customers while still mining bitcoin. The AI story is its colocation conversion pace.",
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     "date": "2026-11-05",
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     "time": "Call 8:30 AM ET",
     "type": "earnings",
     "title": "Core Scientific, Inc. quarterly earnings",
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     "estimated": false,
     "status": "today",
     "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"
    },
    "nextCatalyst": {
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     "date": "2026-11-05",
     "end_date": null,
     "time": "Call 8:30 AM ET",
     "type": "earnings",
     "title": "Core Scientific, Inc. quarterly earnings",
     "why": "Core Scientific: bitcoin-mining sites converted to AI/HPC colocation. Date confirmed by the company.",
     "estimated": false,
     "status": "today",
     "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"
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    "upcoming": [
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      "time": "Call 8:30 AM ET",
      "type": "earnings",
      "title": "Core Scientific, Inc. quarterly earnings",
      "why": "Core Scientific: bitcoin-mining sites converted to AI/HPC colocation. Date confirmed by the company.",
      "estimated": false,
      "status": "today",
      "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"
     }
    ],
    "lastReported": null,
    "all": [
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   }
  },
  {
   "ticker": "CIFR",
   "aliases": [],
   "name": "Cipher Digital Inc.",
   "slug": "cifr",
   "category": "Miners pivoting to AI",
   "sector": "Finance Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001819989",
   "tagline": "Bitcoin miner building HPC data centers.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 456365113,
    "asof": "2026-10-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000050/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$26.7M",
     "note": "10-Q period ended 2026-09-30; -63% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000050/"
    },
    {
     "label": "Operating income",
     "value": "-$71.9M",
     "note": "Same quarter; -269% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000050/"
    },
    {
     "label": "Net income",
     "value": "$31.6M",
     "note": "Same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000050/"
    }
   ],
   "risks": [
    {
     "text": "The further development of AI technology, which represents a new and rapidly changing industry, is subject to a variety of factors that are difficult to evaluate. The slowing or stopping of\u2026",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000009/cifr-20251231.htm"
    },
    {
     "text": "If we are unable to complete the construction of our HPC data centers in a timely manner or within our anticipated cost estimates, it could have a material adverse effect on our business\u2026",
     "kind": "10-K risk factor (filed 2026-02-24)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000009/cifr-20251231.htm"
    }
   ],
   "aiAngle": "Cipher's AI angle is building and leasing HPC data-center capacity on its power sites; its 10-K warns a slowdown in AI development could hurt that plan.",
   "live": {
    "nextEarnings": null,
    "nextCatalyst": null,
    "upcoming": [],
    "lastReported": {
     "id": "c022",
     "date": "2026-11-02",
     "end_date": null,
     "time": null,
     "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.",
     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cifr-20261102.htm"
    },
    "all": [
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   }
  },
  {
   "ticker": "WULF",
   "aliases": [],
   "name": "TeraWulf Inc.",
   "slug": "wulf",
   "category": "Miners pivoting to AI",
   "sector": "Finance Services",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001083301",
   "tagline": "Miner turning sites into HPC hosting campuses.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 498968677,
    "asof": "2026-07-31",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000166/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$44.8M",
     "note": "10-Q period ended 2026-06-30; -6% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000166/"
    },
    {
     "label": "Gross margin",
     "value": "19.9%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000166/"
    },
    {
     "label": "Operating income",
     "value": "-$140.4M",
     "note": "Same quarter; -314% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000166/"
    }
   ],
   "risks": [
    {
     "text": "The development and advancement in the efficiency of AI models presents risks and challenges that may adversely impact our business and operating results.",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000031/wulf-20251231.htm"
    },
    {
     "text": "If we are unable to complete our data center campuses and future strategic growth initiatives in a timely manner or within anticipated cost estimates, our business and results of operations\u2026",
     "kind": "10-K risk factor (filed 2026-02-27)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1083301/000108330126000031/wulf-20251231.htm"
    }
   ],
   "aiAngle": "TeraWulf leases data-center capacity to HPC/AI customers; its 10-K notes that more efficient AI models could reduce demand for that capacity.",
   "live": {
    "nextEarnings": {
     "id": "c046",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Before open; call 8:00 AM ET",
     "type": "earnings",
     "title": "TeraWulf Inc. quarterly earnings",
     "why": "Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.terawulf.com/news-events/press-releases/detail/147/terawulf-schedules-conference-call-for-third-quarter-2026-financial-results"
    },
    "nextCatalyst": {
     "id": "c046",
     "date": "2026-11-06",
     "end_date": null,
     "time": "Before open; call 8:00 AM ET",
     "type": "earnings",
     "title": "TeraWulf Inc. quarterly earnings",
     "why": "Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.",
     "estimated": false,
     "status": "upcoming",
     "source_url": "https://investors.terawulf.com/news-events/press-releases/detail/147/terawulf-schedules-conference-call-for-third-quarter-2026-financial-results"
    },
    "upcoming": [
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      "id": "c046",
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      "end_date": null,
      "time": "Before open; call 8:00 AM ET",
      "type": "earnings",
      "title": "TeraWulf Inc. quarterly earnings",
      "why": "Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.",
      "estimated": false,
      "status": "upcoming",
      "source_url": "https://investors.terawulf.com/news-events/press-releases/detail/147/terawulf-schedules-conference-call-for-third-quarter-2026-financial-results"
     }
    ],
    "lastReported": null,
    "all": [
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   }
  },
  {
   "ticker": "MSFT",
   "aliases": [],
   "name": "Microsoft Corporation",
   "slug": "msft",
   "category": "Hyperscalers & platforms",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000789019",
   "tagline": "Azure cloud, Copilot and a deep OpenAI partnership.",
   "aiScore": 4,
   "sharesOutstanding": {
    "value": 7426194552,
    "asof": "2026-10-22",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$92.28B",
     "note": "10-Q period ended 2026-09-30; +19% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/"
    },
    {
     "label": "Gross margin",
     "value": "67.8%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/"
    },
    {
     "label": "Operating income",
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   "ticker": "AAPL",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/"
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     "text": "Demand for our products and services may be impacted by the status of government and economic incentives supporting the development and adoption of such products.",
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   "ticker": "PLTR",
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   "name": "Palantir Technologies Inc.",
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   "sharesOutstanding": null,
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   "ticker": "AI",
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   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001577526",
   "tagline": "Enterprise AI application software (C3.ai).",
   "aiScore": 5,
   "sharesOutstanding": null,
   "metrics": [
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     "label": "Revenue (latest quarter)",
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     "note": "10-Q period ended 2026-07-31; -25% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1577526/000157752626000126/"
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     "label": "Operating income",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1577526/000157752626000126/"
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     "text": "Because we derive substantially all of our revenue from subscriptions to our C3 AI Software and Center of Excellence support services, failure of Enterprise AI solutions in general and our\u2026",
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    {
     "text": "If we fail to respond to rapid technological changes, extend our C3 AI Software, or develop new features and functionality, our ability to remain competitive could be impaired.",
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   "ticker": "SOUN",
   "aliases": [],
   "name": "SoundHound AI, Inc.",
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   "category": "AI software",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001840856",
   "tagline": "Voice AI for cars, restaurants and customer service.",
   "aiScore": 5,
   "sharesOutstanding": null,
   "metrics": [
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     "text": "Regulatory and legislative developments related to the use of AI could adversely affect our use and provision of AI-powered solutions in our products, services and business.",
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    {
     "text": "SoundHound\u2019s plans to expand upon and establish new public cloud-based data centers for its U.S. and international operations may be unsuccessful and may present execution and competitive\u2026",
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   "ticker": "BBAI",
   "aliases": [],
   "name": "BigBear.ai Holdings, Inc.",
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   "category": "AI software",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001836981",
   "tagline": "AI decision-support for defense and government.",
   "aiScore": 4,
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000092/"
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000092/"
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1836981/000183698126000018/bbai-20251231.htm"
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     "text": "We may not be able to generate sufficient cash to service all of our indebtedness, including the Convertible Notes, and may be forced to take other actions to satisfy our obligations under\u2026",
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     "type": "earnings",
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     "status": "reported",
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   "ticker": "PATH",
   "aliases": [],
   "name": "UiPath, Inc.",
   "slug": "path",
   "category": "Cloud software",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001734722",
   "tagline": "Automation software moving to agentic AI.",
   "aiScore": 3,
   "sharesOutstanding": null,
   "metrics": [
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     "label": "Revenue (latest quarter)",
     "value": "$410.3M",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1734722/000173472226000050/"
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    {
     "label": "Gross margin",
     "value": "80.4%",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1734722/000173472226000050/"
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    {
     "label": "Operating income",
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     "note": "Same quarter; 8% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1734722/000173472226000050/"
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   "risks": [
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     "text": "We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.",
     "kind": "10-K risk factor (filed 2026-03-25)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1734722/000173472226000012/path-20260131.htm"
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    {
     "text": "We have incurred net losses in the past, anticipate continuing to incur significant operating expenses in the future, and may not sustain consistent profitability.",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1734722/000173472226000012/path-20260131.htm"
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   "aiAngle": "UiPath's platform automates business processes; it is adding AI agents to its robots, which its 10-K names as a key development area.",
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     "end_date": null,
     "time": null,
     "type": "earnings",
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   "aliases": [],
   "name": "ServiceNow, Inc.",
   "slug": "now",
   "category": "Cloud software",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001373715",
   "tagline": "Enterprise workflow platform with AI agents.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 1038000000,
    "asof": "2026-09-30",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000096/"
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   "metrics": [
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     "label": "Revenue (latest quarter)",
     "value": "$4.11B",
     "note": "10-Q period ended 2026-09-30; +21% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000096/"
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    {
     "label": "Gross margin",
     "value": "70.5%",
     "note": "Gross profit / revenue, same quarter",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000096/"
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    {
     "label": "Operating income",
     "value": "$385.0M",
     "note": "Same quarter; 9% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000096/"
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   ],
   "risks": [
    {
     "text": "Incorporating AI technology into our offerings may result in operational, legal, regulatory, ethical and other challenges.",
     "kind": "10-K risk factor (filed 2026-01-29)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm"
    },
    {
     "text": "Laws, regulations and customer expectations regarding the use, storage and movement of data may restrict our ability to continue to optimize our platform.",
     "kind": "10-K risk factor (filed 2026-01-29)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm"
    }
   ],
   "aiAngle": "ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base.",
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     "estimated": false,
     "status": "reported",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000092/erq3fy26-8xk.htm"
    },
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   "ticker": "CRM",
   "aliases": [],
   "name": "Salesforce, Inc.",
   "slug": "crm",
   "category": "Cloud software",
   "sector": "Services-Prepackaged Software",
   "sector_label": "SEC SIC industry",
   "sector_source": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001108524",
   "tagline": "CRM leader pushing Agentforce AI agents.",
   "aiScore": 3,
   "sharesOutstanding": {
    "value": 823000000,
    "asof": "2026-08-20",
    "form": "10-Q",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/"
   },
   "metrics": [
    {
     "label": "Revenue (latest quarter)",
     "value": "$11.35B",
     "note": "10-Q period ended 2026-07-31; +11% y/y",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/"
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    {
     "label": "Gross margin",
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     "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/"
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    {
     "label": "Operating income",
     "value": "$2.33B",
     "note": "Same quarter; 21% operating margin",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/"
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   "risks": [
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     "text": "We may be subject to risks from governmental sanctions and export and import controls that could impair our ability to compete in international markets and subject us to liability if we are\u2026",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm"
    },
    {
     "text": "Social, ethical, and regulatory issues, including the development, deployment, use or capabilities of AI in our offerings, may result in reputational harm, legal liability and increased\u2026",
     "kind": "10-K risk factor (filed 2026-03-02)",
     "source_url": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm"
    }
   ],
   "aiAngle": "Salesforce sells AI agents (Agentforce) and data cloud on top of its CRM apps; AI monetization is a key debate for its growth rate.",
   "live": {
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  "amd-vs-intc",
  "nvda-vs-avgo",
  "mu-vs-nvda",
  "orcl-vs-msft",
  "smci-vs-dell",
  "vst-vs-ceg",
  "arm-vs-qcom",
  "cdns-vs-snps",
  "pltr-vs-ai",
  "soun-vs-ai",
  "iren-vs-cifr",
  "cohr-vs-lite",
  "vrt-vs-etn"
 ]
}