NVIDIA GTC Berlin 2026 keynote: AI stocks to watch

Wed, Oct 21, 2026 · Berlin, Germany · official page

Oct
21
conference$NVDA reported
NVIDIA GTC Berlin 2026 keynote
GTC keynotes are where NVIDIA unveils products and partnerships for European AI infrastructure.
Source: investor.nvidia.com

Tickers we link to this event

Editorial mapping of listed companies most directly exposed to announcements here. Not a prediction of price moves.

$NVDA NVIDIA Corporation
⚡⚡⚡⚡⚡ 5/5
The GPU and networking platform most AI models are trained and served on.

Other catalysts that week

Wed, Oct 21, 2026
Oct
21
earnings$LRCX reported
Lam Research Corporation reports quarterly results
Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
21
earnings$META reported
Meta Platforms, Inc. reports quarterly results
Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B.
Source: investor.atmeta.com
Oct
21
deal$NBIS reported
Nebius preliminary framework for up to 50 MW at NEOM Oxagon AI campus
Adds international capacity for Nebius's NVIDIA-based AI cloud, operational in phases from Q4 2027.
Source: neom.com
Oct
21
earnings$TSLA reported
Tesla, Inc. reports quarterly results
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Mon, Oct 26, 2026
Oct
26
earnings$CDNS reported
Cadence Design Systems, Inc. reports quarterly results
EDA demand tracks how many new AI chip designs are in flight. Revenue: $1.63B (+22% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
26
earnings$CLS reported
Celestica, Inc. reports quarterly results
Celestica builds AI servers/networking for hyperscalers; a direct AI hardware demand signal. Revenue: $5.83B (+83% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
26
model launch$MSFT reported
OpenAI releases GPT-6.1 Terra
Faster, cheaper computer-use model (API price 50% below GPT-5.6 Terra); drives inference demand on partner clouds such as Azure.
Source: openai.com
Tue, Oct 27, 2026
Oct
27
earnings$BBAI reported
BigBear.ai, Inc. reports quarterly results
BigBear.ai: government/defense AI analytics; small-cap AI sentiment gauge. Revenue: $43.6M (+31% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Oct
27
deal$NVDA reported
NAVER signs $9B compute deal with Brookfield, clearing NVIDIA equity investment
1 GW-scale AI factory plan (55 MW in 1H27, 200 MW in 2028) built with NVIDIA platforms.
Source: navercorp.com