Catalyst Timeline - 2026 H2

[u/brad4711]

Catalyst Timeline for AMD

H2 2026

• Jul 10 TSMC Monthly Earnings (Completed)
• Jul 14 Consumer Price Index (CPI) for Jun 2026
• Jul 15 Producer Price Index (PPI) for Jun 2026
• Jul 16 TSMC Quarterly Earnings (Completed)
• Jul 22-23 AMD Advancing AI 2026 (San Francisco, CA)
  • Discussion and Resources Thread
• Jul 22 GOOG Earnings Report (Completed)
• Jul 22 TSLA Earnings Report (Completed)
• Jul 23 INTC Earnings Date (Completed)
  • Discussion and Resources Thread
• Jul 28-29 Federal Open Market Committee (FOMC) Meeting
• Jul 29 MSFT Earnings Report (Completed)
• Jul 29 META Earnings Report (Completed)
• Jul 30 AAPL Earnings Report (Completed)
• Jul 30 AMZN Earnings Report (Completed)
• Aug 4 AMD Earnings Report (Completed)
  • Discussion and Resources Thread
• Aug 11 SMCI Earnings Date (Confirmed)
• Aug 26 NVDA Earnings Report (Completed)
  • Discussion and Resources Thread
• Sep 4 High performance meets innovation: AMD returns to IFA (Berlin, Germany)
• Sep 22 Micron Earnings Date (Estimated)

Previous Timelines

[2026-H1] [2025-H2] [2025-H1] [2024-H2] [2024-H1] [2023-H2] [2023-H1] [2022-H2] [2022-H1] [2021-H2] [2021-H1] [2020] [2019] [2018] [2017]

[u/HeirophantGreen]

I wonder how many millionaires will pop up after 5 weeks.

[u/PLAAXT]

Nice list. I'd add one more catalyst: hyperscaler AI capex guidance during earnings. That may matter even more than AMD's own report.

[u/No_Presentation_876]

You missed ASML earnings.

[u/TJSnider1984]

Unfortunately it seems that SPCX has decided Aug 4 will be the release of their first earnings Q2 as a monster.. I expect the market to be disapointed given current trends.

[u/deploria → u/TJSnider1984]

You think this will impact AMDs price?

[u/TJSnider1984 → u/deploria]

It's a datapoint... whether some will be unloading SPCX at a loss or trying to buy up more shares at the "bargin price" by selling other stocks... is up to individual owners.. "XAI reported $3.2 billion in revenue for 2025 but posted a $6.4 billion operating loss that year.", so personally I don't consider SpaceX* an AI company, at least not a successful one and his plans for AI satellites/data centers rather ludicrous, but the market does think of it as an AI company .. :(

[u/david_cl0nel]

This german site was never wrong about earnings date the last 2 years: https://www.finanzen.net/termine/amd

03.11.2026 -- November, if you are not familiar how we write dates

02.02.2027

04.05.2027 -- May

03.08.2027

[u/erichang]

Upcoming 2026 Earnings Calendar

• 🔎 NVIDIA (NVDA)
  • Date: August 26, 2026 (Confirmed)
  • Time: After Market Close (4:00 PM EDT)
  • Quarter: Q2 FY2027 [1, 2, 3]
• 🗓 Taiwan Semiconductor Manufacturing Co. (TSMC / TSM)
  • Date: October 15, 2026 (Estimated/Historical pattern)
  • Time: Before Market Open
  • Quarter: Q3 2026 [1, 2]
• 🗓 Microsoft (MSFT)
  • Date: October 28, 2026 (Estimated)
  • Time: After Market Close
  • Quarter: Q1 FY2027 [1, 2]
• 🗓 Apple Inc. (AAPL)
  • Date: October 29, 2026 (Estimated)
  • Time: After Market Close (4:00 PM EDT)
  • Quarter: Q4 FY2026 [1, 2, 3, 4]
• 🗓 Amazon.com Inc. (AMZN)
  • Date: October 29, 2026 (Estimated)
  • Time: After Market Close (4:00 PM EDT)
  • Quarter: Q3 2026 [1, 2, 3]
• 🗓 AMD (AMD)
  • Date: November 3, 2026 (Estimated)
  • Time: After Market Close
  • Quarter: Q3 2026 [1, 2]
• 🗓 Super Micro Computer (SMCI)
  • Date: November 3, 2026 (Estimated)
  • Time: After Market Close
  • Quarter: Q1 FY2027 [1, 2, 3, 4]
• 🗓 Sanmina Corporation (SANM)
  • Date: November 2, 2026 (Estimated)
  • Time: After Market Close (5:00 PM EDT)
  • Quarter: Q4 FY2026 [1, 2]

[u/Fr0HiKE → u/erichang]

thanks eri