Thematic earnings lists calendars
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Magnificent 7 Earnings Calendar
Headline6 events
Upcoming earnings announcement dates for the Magnificent 7 — Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), NVIDIA (NVDA), and Tesla (TSLA). The "Magnificent 7" cohort label was coined by Bank of America strategist Michael Hartnett in 2023 and has since become the shorthand for the seven mega-cap US tech stocks driving index returns through 2024-2026.
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AI & Semiconductor Earnings Calendar
9 events
Upcoming earnings announcement dates for the leading AI compute and semiconductor names: NVIDIA, AMD, Broadcom, TSMC (TSM), ASML, Micron, Arm, Qualcomm, Intel, Marvell, ON Semiconductor, and Microchip Technology. Membership criterion: primary revenue from AI compute accelerators OR semiconductor design / fabrication.
Cybersecurity Earnings Calendar
5 events
Upcoming earnings announcement dates for the leading pure-play cybersecurity software companies: CrowdStrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS), SentinelOne (S), Okta (OKTA), Cloudflare (NET), Fortinet (FTNT), and CyberArk (CYBR). Membership criterion: more than 50% of revenue from security products (excludes diversified vendors like Microsoft or Cisco whose security revenue is bundled into broader segments).
EV Makers Earnings Calendar
4 events
Upcoming earnings announcement dates for the pure-play battery-electric vehicle manufacturers: Tesla (TSLA), BYD (BYDDY ADR), Rivian (RIVN), Lucid (LCID), NIO, XPeng (XPEV), and Li Auto (LI). Membership criterion: battery-electric vehicles account for more than 50% of company revenue. Excludes legacy automakers (F, GM) whose EV programs remain a minority of sales. BYD trades primarily on the Hong Kong Stock Exchange (1211.HK); the unsponsored ADR (BYDDY) is included for US subscriber accessibility.
GLP-1 Drug Stocks Earnings Calendar
5 events
Upcoming earnings announcement dates for the major pharmaceutical companies developing or marketing GLP-1 receptor agonists — the drug class behind Ozempic, Wegovy, Mounjaro, and Zepbound. Includes Eli Lilly (LLY), Novo Nordisk (NVO ADR), Pfizer (PFE), Amgen (AMGN), and Roche (RHHBY ADR). Membership criterion: marketed product OR Phase 2+ pipeline candidate in the GLP-1 receptor agonist class as of the most recent pipeline disclosure.
Hyperscaler Capex Earnings Calendar
5 events
Upcoming earnings announcement dates for the cloud / AI hyperscalers whose capex spending is the dominant macro signal for the AI data-center buildout: Microsoft, Amazon, Alphabet, Meta, and Oracle (added on the back of OCI / Stargate buildouts). Membership criterion: cloud-infrastructure capex above $30B/year as of the most recent 10-K.
Nuclear & Uranium Earnings Calendar
5 events
Upcoming earnings announcement dates for the nuclear-power and uranium fuel-cycle companies: Cameco (CCJ), BWX Technologies (BWXT), Oklo (OKLO), Nano Nuclear Energy (NNE), and NuScale Power (SMR). Membership criterion: nuclear power generation, small modular reactor (SMR) development, OR uranium fuel-cycle operations. The theme is topical given hyperscaler data-center power-demand commitments to nuclear PPAs through 2025-26. Excludes ETF wrappers like URA which do not report earnings.
Quantum Computing Earnings Calendar
5 events
Upcoming earnings announcement dates for the publicly-listed quantum-computing players — IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum (QBTS), plus the big-tech incumbents with active quantum R&D programs (IBM Quantum, Google Quantum AI). Membership criterion: pure-play quantum hardware/software OR a publicly-disclosed quantum-computing business unit. Speculative theme — the pure-plays are recent IPOs with limited public earnings history; expect occasional placeholder ("date TBA") events between confirmed dates.
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