📅 Earnings & Catalysts — Oct 02, 2026

🚨 TOMORROW: (Weekend — no earnings)

⚠️ IN 2 DAYS: (Weekend — no earnings)

🔔 IN 3 DAYS (Oct 5): No watchlist tickers confirmed

📌 IN 5 DAYS (Oct 7): No watchlist tickers confirmed

• MRVL (Marvell) — Oct 6 — Investor Day (NYC)
• ASML (ASML) — Oct 14 — Q3 2026 — Pre (CONFIRMED)
• TSM (TSMC) — Oct 15 — Q3 2026 — Post (CONFIRMED)
• NFLX (Netflix) — Oct 20 — Q3 2026 — Post (CONFIRMED)
• VICR (Vicor) — Oct 20 — Q3 2026 — Post
• TXN (Texas Instruments) — Oct 20 — Q3 2026 — Post (CONFIRMED webcast)
• GTC Berlin (NVIDIA) — Oct 20–22 — AI Conference
• IBM (IBM) — Oct 21 — Q3 2026 — Post (Preliminary)
• LRCX (Lam Research) — Oct 21 — Q1 2027 — Post (CONFIRMED)
• SAP (SAP) — Oct 21 — Q3 2026 — Post
• GEV (GE Vernova) — Oct 21 — Q3 2026 — Pre
• INTC (Intel) — Oct 22 — Q3 2026 — Post
• SPOT (Spotify) — Oct 22 — Q3 2026 — Pre (CONFIRMED)
• NOK (Nokia) — Oct 22 — Q3 2026 — Post
• Oracle AI World — Oct 25–28 — AI Conference
• CDNS (Cadence) — Oct 26 — Q3 2026 — Post
• SKHY (SK Hynix) — Oct 26 — Q3 2026 — Post
• CLS (Celestica) — Oct 26 — Q3 2026 — Post
• ASMIY (ASM International) — Oct 27 — Q3 2026 — Pre
• GLW (Corning) — Oct 27 — Q3 2026 — Pre (CONFIRMED BMO 8:30 AM)
• NXPI (NXP) — Oct 27 — Q3 2026 — Post (CONFIRMED)
• TER (Teradyne) — Oct 27 — Q3 2026 — Post
• CLS (Celestica) — Oct 27 — Investor/Analyst Day
• CAT (Caterpillar) — Oct 28 — Q3 2026 — Pre
• FLEX (Flex) — Oct 28 — Q3 2026 — Post
• GOOGL (Alphabet) — Oct 28 — Q3 2026 — Post
• KLAC (KLA) — Oct 28 — Q1 2027 — Post (CONFIRMED)
• META (Meta) — Oct 28 — Q3 2026 — Post
• MSFT (Microsoft) — Oct 28 — Q1 FY2027 — Post
• NOW (ServiceNow) — Oct 28 — Q3 2026 — Post
• UMC (United Microelectronics) — Oct 28 — Q3 2026 — Post
• AAPL (Apple) — Oct 29 — Q4 2026 — Post
• AMZN (Amazon) — Oct 29 — Q3 2026 — Post
• ENTG (Entegris) — Oct 29 — Q3 2026 — Pre (CONFIRMED BMO)
• MPWR (Monolithic Power) — Oct 29 — Q3 2026 — Post
• SNDK (Sandisk) — Oct 29 — Q1 FY2027 — Post (CONFIRMED)
• STM (STMicroelectronics) — Oct 29 — Q3 2026 — Post
• WDC (Western Digital) — Oct 29 — Q1 FY2027 — Post
• AMD AI DevDay — Oct 29 — AI Developer Event
📌 NOVEMBER:
• AVGO (Broadcom) — Nov 2 — Q4 FY2026 — Post
• CHKP (Check Point) — Nov 2 — Q3 2026 — Post (CONFIRMED)
• FN (Fabrinet) — Nov 2 — Q1 FY2027 — Post
• ON (ON Semiconductor) — Nov 2 — Q3 2026 — Post
• QRVO (Qorvo) — Nov 2 — Q3 2026 — Post
• ALAB (Astera Labs) — Nov 3 — Q3 2026 — Post
• AMD (AMD) — Nov 3 — Q3 2026 — Post
• ANET (Arista Networks) — Nov 3 — Q3 2026 — Post
• LITE (Lumentum) — Nov 3 — Q3 2026 — Post
• SMCI (Super Micro) — Nov 3 — Q4 FY2026 — Post
• SPCX (SpaceX) — Nov 3 — Q3 2026 — Post
• SWKS (Skyworks) — Nov 3 — Q4 2026 — Post
• ARM (Arm Holdings) — Nov 4 — Q3 2026 — Post
• COHR (Coherent) — Nov 4 — Q1 FY2027 — Post
• FTNT (Fortinet) — Nov 4 — Q3 2026 — Post
• MKSI (MKS Instruments) — Nov 4 — Q3 2026 — Post
• QCOM (Qualcomm) — Nov 4 — Q4 2026 — Post
• AAOI (Applied Optoelectronics) — Nov 5 — Q3 2026 — Post
• AKAM (Akamai) — Nov 5 — Q3 2026 — Post
• MCHP (Microchip Technology) — Nov 5 — Q3 2026 — Post
• MTSI (MACOM) — Nov 5 — Q3 2026 — Post
• NVMI (Nova) — Nov 5 — Q3 2026 — Post
• ONTO (Onto Innovation) — Nov 5 — Q3 2026 — Post
• CAMT (Camtek) — Nov 9 — Q3 2026 — Post
• TSEM (Tower Semiconductor) — Nov 9 — Q3 2026 — Post
• CSCO (Cisco) — Nov 10 — Q1 FY2027 — Post
• GFS (GlobalFoundries) — Nov 10 — Q3 2026 — Post
• IFX (Infineon) — Nov 10 — Q4 FY2026 — Post
• NBIS (Nebius) — Nov 10 — Q3 2026 — Post
• AMKR (Amkor) — Nov 11 — Q3 2026 — Post
• CRWV (CoreWeave) — Nov 11 — Q3 2026 — Post
• TME (Tencent Music) — Nov 11 — Q3 2026 — Post
• AMD (AMD) — Nov 11 — Financial Analyst Day
• AMAT (Applied Materials) — Nov 12 — Q4 2026 — Post
• NVDA (NVIDIA) — Nov 17 — Q3 FY2027 — Post (CONFIRMED)
• PANW (Palo Alto Networks) — Nov 18 — Q1 FY2027 — Post
• SMTC (Semtech) — Nov 23 — Q3 FY2027 — Post
• ADI (Analog Devices) — Nov 24 — Q4 FY2026 — Post
• DELL (Dell Technologies) — Nov 24 — Q3 FY2027 — Post
• MRVL (Marvell) — Nov 26 — Q3 FY2027 — Post
• CRDO (Credo) — Nov 30 — Q2 FY2027 — Post
📌 DECEMBER:
• CRWD (CrowdStrike) — Dec 1 — Q3 FY2027 — Post
• ZS (Zscaler) — Dec 1 — Q1 FY2027 — Post
• CRM (Salesforce) — Dec 2 — Q3 FY2027 — Post
• ADBE (Adobe) — Dec 9 — Q4 2026 — Post
• SNPS (Synopsys) — Dec 9 — Q4/FY2026 — Post
• ORCL (Oracle) — Dec 14 — Q2 FY2027 — Post (CONFIRMED)

⚠️ KEY: (CONFIRMED) = officially announced by company. Unmarked = analyst estimate based on historical schedules. MU (Micron) reported record FY2026 results Sep 30. CIEN (Ciena) reported Q3 2026 Sep 3.