AI stocks earnings calendar: November 2026

34 AI-related earnings reports on our calendar for November 2026 (16 already reported). Each row links to the filing, release or calendar it came from.

Mon, Nov 2, 2026
Nov
2
earnings$AAPL reported
Apple Inc. reports quarterly results
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$CIFR reported
Cipher Digital Inc. reports quarterly results
Bitcoin miner pivoting capacity to AI/HPC hosting. Revenue: $26.7M (-63% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$LITE reported
Lumentum Holdings Inc. reports quarterly results
Lasers and optical transceivers for AI networking; agreed Nov 2 to be acquired by Marvell. Revenue: $1.26B (+137% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$PLTR reported
Palantir Technologies Inc. reports quarterly results
Bellwether for enterprise/government AI software demand. Revenue: $2.31B (+96% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
2
earnings$TEM reported
Tempus AI, Inc. reports quarterly results
AI-driven diagnostics; a pure-play AI healthcare name. Revenue: $411.5M (+23% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Tue, Nov 3, 2026
Nov
3
earnings$AMD reported
Advanced Micro Devices, Inc. reports quarterly results
Data Center revenue $8.55B (+97% y/y) on EPYC and initial Instinct MI450 sales (company release).
Source: ir.amd.com
Nov
3
earnings$ANET reported
Arista Networks, Inc. reports quarterly results
AI back-end networking demand from hyperscalers. Revenue: $3.66B (+58% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$ALAB reported
Astera Labs, Inc. reports quarterly results
AI connectivity chips (PCIe/CXL retimers) tied to GPU server volumes. Revenue: $584.9M (+154% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$ETN reported
Eaton Corporation, PLC reports quarterly results
Electrical equipment for data centers; orders signal AI build-out. Revenue: $8.95B (+28% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Nov
3
earnings$SMCI reported
Super Micro Computer, Inc. reports quarterly results
AI server maker; read on GPU rack shipments and margins.
Source: sec.gov
Nov
3
earnings$TLN reported
Talen Energy Corporation reports quarterly results
Power producer with data-center supply deals. Revenue: $1.33B (+63% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Wed, Nov 4, 2026
Nov
4
earnings$APP reportedAfter close (AMC)
Applovin Corporation reports quarterly results
AI-driven ad engine; one of the market's AI winners. Q3 revenue $2.19B (+55% y/y); net income $1.44B (+72%); Adjusted EBITDA $1.84B.
Source: sec.gov
Nov
4
earnings$ARM reportedAfter close (AMC)
Arm Holdings plc reports quarterly results
Royalty growth from AI data-center and edge chips. Fiscal Q2 revenue $1.44B (+27% y/y): license and other $773M (+50%), royalties $670M (+8%); data-center royalties doubled y/y.
Source: sec.gov
Nov
4
earnings$COHR reportedAfter close (AMC)
Coherent Corp. reports quarterly results
Optical transceivers for AI data-center networking. Fiscal Q1 revenue $2.37B (+50% y/y); GAAP EPS $1.90. Company expects fiscal 2027 pro forma revenue growth above 60%.
Source: sec.gov
Nov
4
earnings$DDOG reportedBefore open (BMO)
Datadog, Inc. reports quarterly results
Observability spend from AI-native customers. Q3 revenue $1.20B (+35% y/y); GAAP operating income $75M; free cash flow $251M.
Source: sec.gov
Nov
4
earnings$QCOM reportedAfter close (AMC)
QUALCOMM Incorporated reports quarterly results
On-device AI and data-center ambitions. Fiscal Q4 GAAP revenue $10.32B (-8% y/y), GAAP EPS $1.17; fiscal 2026 revenue $43.1B. Reiterated a fiscal 2027 Data Center revenue target of $5B.
Source: sec.gov
Thu, Nov 5, 2026 · today
Nov
5
earnings$NET After close; call 5:00 PM ET
Cloudflare, Inc. quarterly earnings
Edge AI inference and AI-crawler traffic trends. Date confirmed by the company.
Source: cloudflare.net
Nov
5
earnings$CORZ Call 8:30 AM ET
Core Scientific, Inc. quarterly earnings
Core Scientific: bitcoin-mining sites converted to AI/HPC colocation. Date confirmed by the company.
Source: investors.corescientific.com
Nov
5
earnings$IREN Call 5:00 PM ET
IREN Limited quarterly earnings
Bitcoin miner turned AI cloud; GPU fleet and contract updates. Date confirmed by the company.
Source: globenewswire.com
Nov
5
earnings$IONQ After close; call 4:30 PM ET
IonQ, Inc. quarterly earnings
Quantum computing; high-beta AI/compute speculation proxy. Date confirmed by the company.
Source: investors.ionq.com
Nov
5
earnings$SMR Call 5:00 PM ET
NuScale Power Corporation quarterly earnings
NuScale: small modular reactors pitched as future data-center power. Date confirmed by the company.
Source: nuscalepower.com
Nov
5
earnings$SOUN After close; call 5:00 PM ET
SoundHound AI, Inc. quarterly earnings
Voice AI pure-play; revenue growth vs. cash burn. Date confirmed by the company.
Source: soundhound.com
Fri, Nov 6, 2026
Nov
6
earnings$OKLO Before open; call 8:30 AM ET
Oklo Inc. quarterly earnings
Advanced nuclear developer pitched as future data-center power. Date confirmed by the company.
Source: investor.oklo.com
Nov
6
earnings$WULF Before open; call 8:00 AM ET
TeraWulf Inc. quarterly earnings
Miner converting sites to AI/HPC hosting leases. Date confirmed by the company.
Source: investors.terawulf.com
Nov
6
earnings$VST Call 10:00 AM ET
Vistra Corp. quarterly earnings
Nuclear/gas power provider courting data-center deals. Date confirmed by the company.
Source: investor.vistracorp.com
Mon, Nov 9, 2026
Nov
9
earnings$ASTS Call 5:00 PM ET
AST SpaceMobile, Inc. quarterly earnings
AST SpaceMobile: satellite-to-phone broadband; speculative growth name often traded with AI small caps. Date confirmed by the company.
Source: businesswire.com
Nov
9
earnings$CEG expected dateBefore open (BMO)
Constellation Energy Corporation quarterly earnings
Largest US nuclear operator; data-center power purchase deals. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Nov
9
earnings$NRG Call 8:00 AM ET
NRG Energy, Inc. quarterly earnings
Power producer with data-center load growth exposure. Date confirmed by the company.
Source: investors.nrg.com
Tue, Nov 10, 2026
Nov
10
earnings$CRWV Call 5:00 PM ET
CoreWeave, Inc. quarterly earnings
CoreWeave: GPU cloud backlog, capex and financing. Date confirmed by the company.
Source: investors.coreweave.com
Thu, Nov 12, 2026
Nov
12
earnings$AMAT After close; call 4:30 PM ET
Applied Materials, Inc. quarterly earnings
Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.
Source: ir.appliedmaterials.com
Nov
12
earnings$NBIS Before open
Nebius Group N.V. quarterly earnings
Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.
Source: nebius.com
Tue, Nov 17, 2026
Nov
17
earnings$NVDA After close; call 5:00 PM ET
NVIDIA Corporation quarterly earnings
The single biggest AI catalyst: Q3 FY27 (quarter ended Oct 25) data-center revenue and guidance; CFO commentary posts ~1:20 PM PT.
Source: investor.nvidia.com
Mon, Nov 23, 2026
Nov
23
earnings$HPE After close; call 5:00 PM ET
Hewlett Packard Enterprise Company quarterly earnings
AI server backlog and networking (Juniper) contribution. Date confirmed by the company.
Source: hpe.com
Tue, Nov 24, 2026
Nov
24
earnings$DELL expected date
Dell Technologies Inc. quarterly earnings
AI server orders and backlog. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com