AI stocks earnings calendar: October 2026
14 AI-related earnings reports on our calendar for October 2026 (14 already reported). Each row links to the filing, release or calendar it came from.
Wed, Oct 21, 2026
Oct
21
Lam Research Corporation reports quarterly results
Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
21
Meta Platforms, Inc. reports quarterly results
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Source: investor.atmeta.com
Oct
21
Tesla, Inc. reports quarterly results
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Mon, Oct 26, 2026
Oct
26
Cadence Design Systems, Inc. reports quarterly results
EDA demand tracks how many new AI chip designs are in flight. Revenue: $1.63B (+22% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
26
Celestica, Inc. reports quarterly results
Celestica builds AI servers/networking for hyperscalers; a direct AI hardware demand signal. Revenue: $5.83B (+83% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Tue, Oct 27, 2026
Oct
27
BigBear.ai, Inc. reports quarterly results
BigBear.ai: government/defense AI analytics; small-cap AI sentiment gauge. Revenue: $43.6M (+31% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Wed, Oct 28, 2026
Oct
28
Alphabet Inc. reports quarterly results
Google Cloud growth, TPU demand and capex guidance. Revenue: $127.58B (+25% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
GE Vernova Inc. reports quarterly results
Gas turbines and grid gear for data-center power demand. Revenue: $12.64B (+27% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
KLA Corporation reports quarterly results
Process-control tools; read on leading-edge and advanced-packaging spend. Revenue: $4.14B (+29% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
Microsoft Corporation reports quarterly results
Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
ServiceNow, Inc. reports quarterly results
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
28
Vertiv Holdings, LLC reports quarterly results
Data-center power and liquid cooling; backlog is an AI build-out gauge. Revenue: $4.31B (+61% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Thu, Oct 29, 2026
Oct
29
Amazon.com, Inc. reports quarterly results
AWS growth, Trainium and capex guidance. Revenue: $201.94B (+12% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
29
Intel Corporation reports quarterly results
Foundry progress and data-center CPU share in an AI-heavy market. Revenue: $16.51B (+21% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing