📅 Earnings & Catalysts — Oct 14, 2026

• TSM (TSMC) — Oct 15 — Post

• None from watchlist

• None from watchlist

• None from watchlist

• NFLX (Netflix) — Oct 20 — Post
• VICR (Vicor) — Oct 20 — Pre
• META (Meta) — Oct 21 — Post
• IBM (IBM) — Oct 21 — Post
• SAP (SAP) — Oct 21 — Post
• TXN (Texas Instruments) — Oct 21 — Post
• LRCX (Lam Research) — Oct 21 — Post
• BE (Bloom Energy) — Oct 22 — Post
• NOK (Nokia) — Oct 22 — Pre
• SPOT (Spotify) — Oct 22 — Pre
• AMKR (Amkor Technology) — Oct 26 — Post
• CLS (Celestica) — Oct 26 — Post
• CDNS (Cadence Design) — Oct 26 — Post (est)
• GLW (Corning) — Oct 27 — Pre
• TER (Teradyne) — Oct 27 — Post
• NXPI (NXP Semiconductors) — Oct 27 — Post
• MSFT (Microsoft) — Oct 28 — Post
• GOOGL (Alphabet) — Oct 28 — Post
• NOW (ServiceNow) — Oct 28 — Post
• FTNT (Fortinet) — Oct 28 — Post
• ASMIY (ASM International) — Oct 28 — Post
• UMC (United Microelectronics) — Oct 28 — Post
• FLEX (Flex) — Oct 28 — Pre
• GEV (GE Vernova) — Oct 28 — Pre
• AMZN (Amazon) — Oct 29 — Post
• INTC (Intel) — Oct 29 — Post
• ENTG (Entegris) — Oct 29 — Pre
• MPWR (Monolithic Power) — Oct 29 — Post
• STM (STMicroelectronics) — Oct 29 — Pre
• AAPL (Apple) — Nov 2 — Post
• ON (ON Semiconductor) — Nov 2 — Pre (est)
• CHKP (Check Point) — Nov 2 — Post
• TSEM (Tower Semiconductor) — Nov 2 — Post
• FN (Fabrinet) — Nov 2 — Post (est)
• QRVO (Qorvo) — Nov 2 — Post (est)
• AMD (AMD) — Nov 3 — Post
• ANET (Arista Networks) — Nov 3 — Post
• SMCI (Super Micro) — Nov 3 — Post (est)
• ALAB (Astera Labs) — Nov 3 — Post
• SPCX (SpaceX) — Nov 3 — Post (est)
• ARM (Arm Holdings) — Nov 4 — Post
• QCOM (Qualcomm) — Nov 4 — Post (est)
• GFS (GlobalFoundries) — Nov 4 — Post
• MKSI (MKS Instruments) — Nov 4 — Post
• Q (Qnity Electronics) — Nov 4 — Pre
• MCHP (Microchip Technology) — Nov 5 — Post (est)
• LITE (Lumentum) — Nov 5 — Post
• AKAM (Akamai) — Nov 5 — Post
• MTSI (MACOM) — Nov 5 — Post (est)
• AAOI (Applied Optoelectronics) — Nov 5 — Post (est)
• NVMI (Nova) — Nov 5 — Post (est)
• ONTO (Onto Innovation) — Nov 5 — Post (est)
• CRWV (CoreWeave) — Nov 9 — Post (est)
• CAMT (Camtek) — Nov 9 — Post (est)
• NBIS (Nebius) — Nov 10 — Post (est)
• IFX (Infineon) — Nov 10 — Post (est)
• CSCO (Cisco) — Nov 11 — Post (est)
• AMAT (Applied Materials) — Nov 12 — Post (est)
• NVDA (NVIDIA) — Nov 17/18 — Post
• TME (Tencent Music) — Nov 17 — Pre
• KLIC (Kulicke & Soffa) — Nov 18 — Post (est)
• ADI (Analog Devices) — Nov 24 — Post (est)
• DELL (Dell Technologies) — Nov 24 — Post (est)
• ZS (Zscaler) — Nov 24 — Post (est)
• SMTC (Semtech) — Nov 23 — Post (est)
• MRVL (Marvell) — Dec 1 — Post (est)
• CRM (Salesforce) — Dec 2 — Post (est)
• CRDO (Credo Technology) — Dec 7 — Post (est)
• ADBE (Adobe) — Dec 9 — Post (est)
• AVGO (Broadcom) — Dec 9 — Post (est)
• ORCL (Oracle) — Dec 9/14 — Post (est)
• CIEN (Ciena) — Dec 10 — Post (est)
• MU (Micron) — Dec 23 — Post (est)

• NVDA (NVIDIA) — Oct 12-15 — SEMICON West
• NVDA (NVIDIA) — Oct 20-21 — Corporate Events
• META (Meta) — Oct 21 — Q3 2026 Earnings + Conference Call
• CLS (Celestica) — Oct 27 — Investor & Analyst Day
• ANET (Arista Networks) — Dec 1 — UBS Global AI and Tech Conference
• ANET (Arista Networks) — Dec 7 — Wells Fargo TMT Summit
• ANET (Arista Networks) — Dec 10 — Barclays Global Technology Conference