Microsoft Ignite 2026: AI stocks to watch

Tue, Nov 17, 2026 – Fri, Nov 20, 2026 · Moscone Center, San Francisco, CA · official page

Nov
17
conference$MSFT through Nov 20
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
earnings$AMAT After close; call 4:30 PM ET
Applied Materials, Inc. quarterly earnings
Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.
Nov
12
earnings$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
Sun, Nov 15, 2026
Nov
15
conference$NVDA$AMD$INTC$HPE$SMCI through Nov 20
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Tue, Nov 17, 2026
Nov
17
earnings$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.
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