SC26 Supercomputing Conference: AI stocks to watch

Sun, Nov 15, 2026 – Fri, Nov 20, 2026 · McCormick Place, Chicago, IL · official page

Nov
15
conference$NVDA$AMD$INTC$HPE$SMCI through Nov 20
SC26 Supercomputing Conference
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Source: sc26.supercomputing.org

Tickers we link to this event

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

$NVDA NVIDIA Corporation
⚡⚡⚡⚡⚡ 5/5
The GPU and networking platform most AI models are trained and served on.$AMD Advanced Micro Devices, Inc.
⚡⚡⚡⚡⚡ 4/5
CPUs and Instinct GPUs; the main merchant alternative to NVIDIA.$INTC Intel Corporation
⚡⚡⚡⚡⚡ 3/5
x86 CPU giant rebuilding its foundry business.$HPE Hewlett Packard Enterprise Company
⚡⚡⚡⚡⚡ 3/5
Servers, networking (Juniper) and hybrid cloud.$SMCI Super Micro Computer, Inc.
⚡⚡⚡⚡⚡ 5/5
Rack-scale AI server systems.

Other catalysts that week

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
conference$MSFT through Nov 20
Microsoft Ignite 2026 (San Francisco)
Microsoft's flagship AI/cloud event; Copilot, agent and Azure AI announcements.
Source: moscone.com
Nov
17
earnings$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