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AI Conferences and Investor Days, Friday, October 9, 2026 TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER OCP GLOBAL SUMMIT 2026 Mon Oct 12 to Thu Oct 15, San Jose McEnery Convention Center. Theme: "Scaling Innovation for the AI Era". Sold out; registration closed with no onsite signup. No public livestream found; keynote and session recordings expected on the Open Compute Project YouTube channel after the event: Keynotes Mon Oct 12 (PT): AMD Chair/CEO Lisa Su, 4:15pm, open full-stack infrastructure for agentic AI; Broadcom's Asad Khamisy (SVP, Core Switching), 5:30pm, "Scaling AI Infrastructure Through Open Innovation"; NVIDIA's Ian Buck (VP Hyperscale/HPC), 5:55pm, "AI Factories at Scale"; Meta keynote (speaker and time unconfirmed). Themes to watch: rack-scale AI factory architectures (Vera Rubin NVL72, MGX, DSX); Ethernet vs InfiniBand for AI scale-up (Broadcom Tomahawk 6, Thor Ultra 800G, OCP ESUN vs NVIDIA Spectrum-X); power delivery and thermals (800V DC racks, liquid cooling); optical interconnect (CPO, 448G signaling). 42 tracked company sessions (Oct 12-13; times ET): AMD, NVIDIA, Broadcom, Meta, Alphabet, Arm, Marvell, Astera Labs, Credo, Lattice, SK hynix, Samsung, MediaTek, Intel, Cisco, HPE, Dell, Microsoft, Oracle, Super Micro, Vertiv, Eaton, Nokia, TE Connectivity, Celestica, Flex, Jabil, Sanmina, Wiwynn, Pegatron, Mitac, Foxconn Industrial Internet, Inventec, Keysight. Also: Lattice/AMI keynote Tue Oct 13, 10:00am PT, "The Open Control Plane: From AI Racks to Autonomous Infrastructure" (Ford Tamer, Sanjoy Maity). APPLIED MATERIALS INVESTOR DAY (INVESTOR BREAKFAST AT SEMICON WEST) Tue Oct 13, 8:00-10:30am PT. Webcast: replay same day. Setup: executive leadership team presents during SEMICON West. The number: the 2027 WFE (wafer fab equipment) growth outlook. Why it matters: AMAT is the largest WFE vendor; its outlook frames the 2027 capex cycle and AI-driven fab capacity plans. Watch: a firm 2027 WFE growth figure; commentary on AI-driven capacity adds. WORKDAY FINANCIAL ANALYST DAY Tue Oct 13, 2:00pm PT, Las Vegas (during Workday Rising). Webcast: replay 90+ days. Setup: analyst day alongside the annual customer conference. The number: Agentic AI ARR ~$600M (+200% YoY). Why it matters: the multi-year AI monetization framework sets expectations for converting the installed base to AI products. Debates: seat-based vs consumption (FlexCredits) pricing durability. Watch: FlexCredits disclosure; FY28 subscription growth vs the ~11% framework. ACCENTURE INVESTOR AND ANALYST CONFERENCE Wed Oct 14, 8:30-11:30am ET, virtual. Setup: shares +23% on the Q4 print (~$84.5B FY bookings), faded ~6% since. The number: refreshed long-term growth and margin targets. Why it matters: bellwether for enterprise IT services demand and AI-led consulting. Debates: fixed-price mix; granularity of AI disclosure. Watch: long-term targets; AI bookings disclosure. SAILPOINT INVESTOR DAY Wed Oct 14, 12:00pm ET, virtual. Webcast: replay 1 year. Setup: recap of product introductions from Navigate (annual identity security conference, Austin, Oct 5-8). The number: not a guidance event; product-led. Why it matters: identity security is consolidating; SailPoint's AI positioning against Microsoft and Palo Alto Networks. Watch: genuinely new capability vs repackaging; AWS/NVIDIA pipeline commentary. SEMTECH DATA CENTER TEACH-IN (ANALYST DAY) Thu Oct 15, 9:00am PT, San Jose. CEO Hong Hou, Imran Sherazi (Signal Integrity GM), CFO Mark Lin. Webcast: Setup: stock at 52-week highs; past ACC timing wobbles have been punished. The number: 1.6T/800G and ACC (active copper cable) ramp timing. Why it matters: key read on optical DSP and copper interconnect demand in AI clusters. Watch: ACC ramp milestones; long-term financial objectives. THINKEQUITY CONFERENCE Thu Oct 15, Mandarin Oriental, New York. Single-day small-cap broker conference. AI-relevant presenters include Roadzen (RDZN, 9:30am ET) and Mobilicom (drone track, 1:30pm ET). WEEK OF OCT 19 AND BEYOND • Qnity Electronics (Mon Oct 19, ICPT planarization/CMP conference, Gangseo): semiconductor materials read. • Zoom Communications Investor Day (Tue Oct 20, 4:00pm, timezone unconfirmed). • Tempus AI (Fri Oct 23, presenting at ESMO 2026): AI healthcare name at a medical oncology conference. • Celestica Investor Day (Tue Oct 27): AI data center EMS; key read on AI server build demand. • Guidewire Investor Day (Tue Oct 27, 7:30pm, timezone unconfirmed): insurance software. • Oracle Investor Day (Wed Oct 28): OCI and AI infrastructure. Also tracked: semicap names at the 18th Annual CEO Investor Summit (Tue Oct 13, California): ACM Research, Cohu, Photronics; Kulicke & Soffa (CEO Summit, San Francisco); BE Semiconductor (SEMICON West); Zhen Ding (20th QIC CEO Week, Hong Kong). Wolfspeed at the Wolfe Research quant/macro conference (Wed Oct 14, New York). Unusual Machines at the Maxim Growth Summit (Mon Oct 12, New York).

AI CONFERENCES AND INVESTOR DAYS, TUESDAY, OCTOBER 6, 2026 TODAY AlphaSense AlphaSummit 2026 Mon Oct 5-Wed Oct 7, The Glasshouse, New York AlphaSense's annual summit on decision-grade AI: keynotes, live product demos, customer stories. Speakers include Shaquille O'Neal; George Lee, Co-Head of the Goldman Sachs Global Institute; Manish Sharma, Accenture; Andrew Feldman, Cerebras; plus Jefferies, J&J, Pfizer, Salesforce. Themes: future of work, data sovereignty, the connected enterprise, competitive intelligence from market signals. Attending. Marvell Technology Investor Day Tue Oct 6, 9:00am ET, New York Livestream 9:00am EDT via Outcome (midday, per Barron's): FY2031 revenue target $70-90B vs $8.2B in FY2026, roughly 55-60% annual growth. Stock +7.2% to $290.82. Custom silicon $30B at the midpoint, interconnect $37.5B. The FY2029 AI forecast +$2B raise off "over $10B" was RBC's pre-event expectation, not confirmed in midday coverage; $120B cumulative Google deal cited. Read: the bar was sky-high and they cleared it. The $70-90B 2031 framework is the new bull anchor; the debate shifts to execution and custom share vs Broadcom. Zscaler Investor Day Tue Oct 6, 8:30am ET, New York Webcast: The task into the print: re-rate from "conservative 17% grower" to durable 20%+ compounder. Watch: multi-year targets, sales-transition plan (new CRO, ~3% workforce shift to AI), AI monetization timeline (Agentic SOC contributes H2 FY27), net retention (was 115%). No outcome headlines as of midday. TOMORROW No tracked events for Wed Oct 7. NEXT WEEK OCP Global Summit 2026 Mon Oct 12-Thu Oct 15, San Jose Sold out; no remote option confirmed. Keynotes (PT): AMD CEO Lisa Su Mon 4:15pm (confirmed). Tracker agenda also lists NVIDIA's Ian Buck, ARM and Meta keynotes Mon and Microsoft, Intel, HPE keynotes Tue Oct 13; exact times unconfirmed. Investor watch: 800VDC spec maturity and named power suppliers; liquid-cooling standardization; Ethernet vs InfiniBand and CPO timelines; hyperscaler rack disclosures guiding 2027 content-per-rack. Read: capex-signal event, not product launches. Applied Materials Investor Day Tue Oct 13, 8:00-10:30am PT (Investor Breakfast at SEMICON West) Webcast at Watch: a firm 2027 WFE growth figure and AI-driven fab capacity plans. Workday Investor Day Tue Oct 13, 2:00pm PT, Las Vegas Webcast with 90-day replay Centerpiece: the multi-year AI monetization framework. Agentic AI ARR ~$600M (+200% YoY). Watch: FlexCredits consumption metrics; can FY28 subscription growth beat the early ~11% framework? Bar: a credible monetization bridge after the Q2 guidance selloff. Accenture Investor Day Wed Oct 14, New York Webcast. Setup: +16-18% on Q4 (record ~$84.5B FY bookings), faded somewhat since. Watch: long-term targets; a replacement AI disclosure; fixed-price/outcome-based mix; the AI-expands-the-market case vs AI-compresses-consulting. SailPoint Investor Day Wed Oct 14, 12:00pm ET, virtual One-year replay. Not a guidance event. Watch: genuinely new capability vs repackaging; AWS/NVIDIA partnerships converting to pipeline. Semtech Investor Day Thu Oct 15, 9:00am PT, San Jose (Data Center Teach-In) Webcast at The 1.6T/800G and ACC ramp read. Stock at 52-week highs; any wobble on ACC timing gets punished. ThinkEquity Conference Thu Oct 15 (Unusual Machines presenting) Presenting company list on file. Zoom Investor Day Tue Oct 20 (Zoomtopia Investor Session) The most important Zoom investor event in years: double-digit long-term growth guide? Bridge: churn stabilization, Phone/Contact Center, AI monetization. Time unconfirmed. LATER Celestica Investor Day, Tue Oct 27, virtual (tied to Q3). Premier AI-EMS read. Guidewire Analyst Day, Tue Oct 27, Las Vegas. Post-derating credibility: watch Qusar adoption, cloud ARR. Cohu Investor Day, Tue Nov 10, NYC. $850M HPC/AI pipeline; stock +213% YTD, elevated bar. Flex Innovation Day, Tue Nov 10, Austin. Flex + Axiom spin-off (AXM, expected Q1 2027). Read the Form 10 first. Munters CMD, Wed Nov 11, 8:00-11:30am ET, Stockholm. New CEO's first strategy set-piece. Methode Investor Day, Thu Dec 17, 8:30am ET, NYSE (first ever). Turnaround proof-of-concept. Onto Innovation Analyst Event, Thu Dec 17, NYSE. Advanced-packaging bellwether.