Microsoft Ignite 2026: AI stocks to watch
Tue, Nov 17, 2026 – Fri, Nov 20, 2026 · Moscone Center, San Francisco, CA · official page
Nov
17
Microsoft's flagship AI/cloud event; Copilot, agent and Azure AI announcements.
Source: moscone.com
Tickers we link to this event
Editorial mapping of listed companies most directly exposed to announcements here. Not a prediction of price moves.
Other catalysts that week
Thu, Nov 12, 2026
Nov
12
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
Nebius Group N.V. quarterly earnings
Nebius: AI cloud capacity and new data-center deals. Date confirmed by the company.
Source: nebius.com
Sun, Nov 15, 2026
Nov
15
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Source: sc26.supercomputing.org
Tue, Nov 17, 2026
Nov
17
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
Hewlett Packard Enterprise Company quarterly earnings
AI server backlog and networking (Juniper) contribution. Date confirmed by the company.
Source: hpe.com