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EARNINGS TODAY, WEDNESDAY, OCTOBER 28, 2026 29 companies report today. BEFORE THE OPEN • AEP (American Electric Power Company, Inc.) • APH (Amphenol Corporation) • DINO (HF Sinclair Corporation) • EXTR (Extreme Networks, Inc.) • FLEX (Flex Ltd.) • FTV (Fortive Corporation) • GEV (GE Vernova Inc.) • GNRC (Generac Holdings Inc.) • LFUS (Littelfuse, Inc.) • NI (NiSource Inc.) • PSX (Phillips 66) • TEL (TE Connectivity plc) • UMC (United Microelectronics Corporation) • VRT (Vertiv Holdings Co) AFTER THE CLOSE • 005930 (Samsung Electronics) • AWK (American Water Works Company, Inc.) • COHU (Cohu, Inc.) • EBAY (eBay Inc.) • EQIX (Equinix, Inc.) • FORM (FormFactor, Inc.) • FTNT (Fortinet Inc) • GOOGL (Alphabet Inc.) • KLAC (KLA Corporation) • MSFT (Microsoft Corporation) • MYRG (MYR Group Inc.) • NOW (ServiceNow, Inc.) • OLED (Universal Display Corporation) • SIMO (Silicon Motion Technology Corporation) • STRL (Sterling Infrastructure, Inc.)

$CRWV $NVDA $RKLB $CBRS $AMAT $CSCO October CPI and CoreWeave's Q3 both land on Tuesday. Traders go into the 8:30 am print pricing about 78% odds of a December rate hike, and CoreWeave reports after the close with consensus at $3.62B of revenue. So by Tuesday night we get the rate picture and a fresh read on what AI cloud capacity is earning, on the same day. All times US Eastern. Our names Monday after the close: Rocket Lab, call at 5 pm. The company guided $250M to $265M of revenue, and consensus is $261M. Thursday after the close: Cerebras, call at 5 pm. Guidance is about $214M to $216M of core revenue. Nvidia doesn't report this week, but its board opened an independent investigation on Sunday after reports that Jensen Huang was the target of a foreign intelligence effort. The board says it has no reason to believe national security or Nvidia secrets were compromised, and Huang stays on as CEO. Nvidia's AI Day in Seoul runs Monday and Tuesday. TSMC and ASE have to file October revenue by Tuesday. Around them Thursday after the close: Applied Materials (consensus $10.5B, call at 4:30 pm) and Cisco ($18.5B). Nebius reports Thursday morning. Cisco and Nebius dates come from earnings calendars only. Foxconn reports in Taipei on Thursday. It already put Q3 revenue at NT$3.03T, up 47%. Cohu holds an investor day Tuesday morning with an AMD keynote, and Entegris has one Monday at 1 pm. SEMICON Europa runs in Munich Tuesday through Friday. Macro China's October PPI came in at 5.7% year on year, the highest since June 2022, while CPI slowed to 0.7%. US CPI is Tuesday at 8:30 am, with consensus at +0.3% m/m and core at +0.2%. PPI is Friday at 8:30 am, expected at +0.4% after 1.3% in September. Fed Governor Waller speaks in London early Tuesday, and Governor Barr talks about AI and inequality Thursday at 10 am. Treasury sells $58B of 3-year notes Monday, $42B of 10-years Tuesday and $25B of 30-years Thursday, all at 1 pm. Wednesday is Veterans Day, so the cash bond market is closed while stocks trade. Which matters more for chip stocks this week, Tuesday's CPI or CoreWeave's guide?

AI CONFERENCES AND INVESTOR DAYS, SATURDAY, OCTOBER 31, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, Taipei Nangang Exhibition Center Hall 1. October 30 was the invitation-only opening day; October 31 is open to the public. Replay: • Outlook: Chairman Young Liu expects double-digit revenue growth next year, driven by AI data center demand, and said the industry is not in an AI bubble • AI server share: Liu said the global AI server share, now about 40%, could reach about 45% next year and 50% within a couple of years, with production capacity fully booked for at least the next year and a half and AI infrastructure reaching 60% to 65% of revenue in three to five years • OpenAI: Liu told reporters he had met OpenAI CEO Sam Altman earlier in the day and a new collaboration is in the works, with an announcement once details are confirmed and no scope or terms disclosed. It would build on last year's agreement to co-design data center racks, components and other AI hardware • Token factory: the 7th annual Tech Day ran a record 321 exhibits, about a quarter of them in the Token Factory zone, with a first showcase of the NVIDIA DSX POD, a standardized factory-built reference design to preintegrate NVIDIA Vera Rubin rack-scale AI infrastructure in modular containers, plus co-packaged optics and NVIDIA 800 VDC power distribution • Houston and robots: Foxconn has six factory buildings in Houston, Texas making AI servers for NVIDIA and sees a need for further expansion. Foxconn Industrial Internet said more than 10 humanoid robots have been deployed at its Texas facilities for internal use, with deployment to extend beyond Texas • EVs: three new reference electric vehicles, the MODEL A+ and MODEL K+ SUVs and the MODEL K kei-class compact truck, took the reference range to 12 models, offered to automotive customers through contract design and manufacturing services • Spending: Liu said planned AI spending of $3B to $5B a year could rise with deeper vertical integration, and that overinvestment will kill the company • Stock reaction: shares closed down 1.0% at TWD 245.5 on October 30, from TWD 248.0 the prior close. Next catalyst is third-quarter results on November 12 TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK No tracked events remaining this week. LATER • Tue Nov 3: PIC Summit Europe 2026, Eindhoven, Netherlands, Nov 3 to 4 • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Sun Nov 8: IEEE Photonics Conference (IPC) 2026, Denver, Nov 8 to 12 • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: Supercomputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: TomorrowX Summit 2026, Austin, Nov 17 to 18 • Tue Nov 17: XTI Aerospace at 2026 ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens • Tue Nov 24: Global Unichip at TSMC 2026 Europe OIP Ecosystem Forum, Munich • Mon Nov 30: NVIDIA GTC Washington DC, Nov 30 to Dec 3 • Thu Dec 17: Methode Electronics Investor Day, New York, 8:30 AM • Thu Dec 17: Onto Innovation Capital Markets Day, New York, 9:00 AM

AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 30, 2026 TODAY HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, 10:00 AM to 5:00 PM Taiwan time, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, Taipei Nangang Exhibition Center Hall 1. October 30 is the invitation only opening day, with registration from 9:00 AM and the keynote on AI and robotics from 10:00 AM to 12:00 PM on the main stage. October 31 is open to the public. Live streaming on the official HHTD site. Event site: • Setup: Foxconn is repositioning from assembler to AI platform company. Q2 revenue rose 41% year over year to TWD 2.53 trillion with net profit of TWD 60.0B, September revenue rose 38% to TWD 1.16 trillion on AI server demand, and third-quarter revenue, reported October 5, rose 47% year over year to TWD 3.03 trillion, above the TWD 2.83 trillion LSEG SmartEstimate, ahead of full Q3 results on November 12 • The number: Taiwan's largest GPU cluster, due in 2026 from as the group's NVIDIA Cloud Partner AI Factory, is the centerpiece claim to test • Why it matters: HHTD is where the AI server story gets product proof: the MODEL A launch, the IBM AI Factory partnership for Taiwan, the Foxconn and OpenAI work on US AI supply-chain manufacturing, plus SiC, LEO satellites and FoxBrain • Debates: How much value Foxconn captures beyond assembly in AI servers, EV timelines, and margin conversion as cloud and networking posts high double-digit growth • Watch: Partner appearances on the opening day stage, MODEL A specifics, and any capacity or US manufacturing commitments TOMORROW No tracked events tomorrow. REMAINING THIS WEEK No tracked events remaining this week. LATER • Tue Nov 3: PIC Summit Europe 2026, Eindhoven, Netherlands, Nov 3 to 4 • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Sun Nov 8: IEEE Photonics Conference (IPC) 2026, Denver, Nov 8 to 12 • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: Supercomputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: TomorrowX Summit 2026, Austin, Nov 17 to 18 • Tue Nov 17: XTI Aerospace at 2026 ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens • Tue Nov 24: Global Unichip at TSMC 2026 Europe OIP Ecosystem Forum, Munich • Mon Nov 30: NVIDIA GTC Washington DC, Nov 30 to Dec 3 • Thu Dec 17: Methode Electronics Investor Day, New York, 8:30 AM • Thu Dec 17: Onto Innovation Capital Markets Day, New York, 9:00 AM

Today's Key Events (All EST) — 10/28/2026 07:00: US MBA Mortgage Applications 08:30: US Trade Balance 14:00: FOMC Rate Statement 14:00: US FOMC Statement 14:30: Fed's Powell Press Conference Before Open 👇 05:55: Vertiv Holdings Co (VRT) 06:00: Generac Holdings (GNRC) 06:00: V.F. (VFC) 06:30: GE Vernova (GEV) 06:30: Boston Scientific (BSX) 06:30: HF Sinclair (DINO) 07:00: Phillips 66 (PSX) 07:00: Automatic Data Processing (ADP) 07:00: International Paper (IP) 07:05: Flex (FLEX) 08:00: Amphenol (APH) BMO: Biogen (BIIB) BMO: UBS Group AG (UBS) BMO: Etsy (ETSY) BMO: STLA, GPI, EDU, TEL, CSTM, SITE, AVTR, OTIS, GEHC, AON, NI, CPF, PB, SW, PSN, EVR, LII, EAT, OSW, STNG, LH, AEP, DAN, BLCO, PAG, OTLY, GRMN, IEX, MAS, KEX, LFUS, ODFL, OGE, TEX, UE, AER, AMRN, BLKB, CHEF, DBD, HAYW, SCL, SHEN, PUMP, IONS, AXGN, EXTR, UMC, CHRW, FTV, CLH, JLL, MGPI, PRG, FNMA, WING, HOPE, OSS, REPL, ULCC, FELE, JMSB, CFFN, FMX, DB, EQNR, GSK, JMKE After Hours 👇 16:00: Alphabet (GOOGL) 16:00: T-Mobile US (TMUS) 16:00: FormFactor (FORM) 16:05: Microsoft (MSFT) 16:05: KLA (KLAC) 16:05: Carvana (CVNA) 16:05: Fortinet (FTNT) 16:05: FedEx (FDX) 16:05: Tenable Holdings (TENB) 16:10: ServiceNow (NOW) 16:10: Chipotle Mexican Grill (CMG) 16:30: O'Reilly Automotive (ORLY) 17:00: Alphabet (GOOG) AMC: MRAM, SFM, VNDA, CHDN, COHU, MGRC, PRCH, EBAY, F, VKTX, ARXS, HAPN, STRL, NEO, BHE, CCS, GEN, GKOS, HONA, LENZ, TDOC, ADAM, ALKT, AMSF, BHC, CMPR, CNMD, CNXN, CSL, EFOR, EQIX, FLS, MAX, MDXG, NEWT, NXT, OLED, OPK, PBI, SPOK, T.CP, BOOT, FPI, JBSS, LARK, LXU, THG, UFPI, PI, AR, AUR, GBFH, GFL, HLI, KREF, MGM, TYL, VICI, AM, AXS, BNL, CBAN, CYH, EG, EIG, EPR, FINW, HRTG, ILPT, INVH, MAA, MYRG, NWPX, OBK, PLXS, QTWO, RJF, RSI, SCI, UVSP, EHC, FCPT, MTH, MUSA, QUAD, ALRS, AWK, CP, NNBR, PFS, ALGN, MKL, RYZ, AMRZ, WEX, AEM, KGC, AGI, EGO, PPC, WFG, WHD, CLB, FBRT, ASTL, SIMO, EPAC, VIST

EARNINGS CALENDAR: NEXT 30 DAYS 261 companies report from October 20 through November 13, 2026. TUESDAY, OCTOBER 20, 2026 BEFORE THE OPEN • NOC (Northrop Grumman Corporation) • VICR (Vicor Corporation) AFTER THE CLOSE • NFLX (Netflix, Inc.) WEDNESDAY, OCTOBER 21, 2026 BEFORE THE OPEN • NEE (NextEra Energy, Inc.) • PM (Philip Morris International Inc.) • TDY (Teledyne Technologies Incorporated) AFTER THE CLOSE • HXL (Hexcel Corporation) • IBM (International Business Machines Corporation) • LRCX (Lam Research Corporation) • META (Meta Platforms, Inc.) • SAP (SAP SE) • TSLA (Tesla, Inc.) • TXN (Texas Instruments Incorporated) THURSDAY, OCTOBER 22, 2026 BEFORE THE OPEN • BX (Blackstone) • CRS (Carpenter Technology Corporation) • DTE (DTE Energy Company) • EME (EMCOR Group, Inc.) • FIX (Comfort Systems USA, Inc.) • LMT (Lockheed Martin Corporation) • NBIS (Nebius Group N.V.) • NOK (Nokia Corporation) • PCG (PG&E Corporation) • SPOT (Spotify Technology S.A.) • VLO (Valero Energy Corporation) • WKC (World Kinect Corporation) AFTER THE CLOSE • BE (Bloom Energy Corporation) • MXL (MaxLinear, Inc.) • VRSN (VeriSign, Inc.) • WDC (Western Digital Corporation) TIME NOT SET • TTMI (TTM Technologies, Inc.) FRIDAY, OCTOBER 23, 2026 BEFORE THE OPEN • INFY (Infosys) • NVT (nVent Electric plc) • XOM (ExxonMobil Holdings Corporation) MONDAY, OCTOBER 26, 2026 AFTER THE CLOSE • AMKR (Amkor Technology, Inc.) • CDNS (Cadence Design Systems, Inc.) • CLS (Celestica Inc.) • RMBS (Rambus Inc.) TUESDAY, OCTOBER 27, 2026 BEFORE THE OPEN • CMS (CMS Energy Corporation) • CNP (CenterPoint Energy, Inc.) • GLW (Corning Incorporated) • GLXY (Galaxy Digital Inc.) • GOOGL (Alphabet Inc.) • HUBB (Hubbell Incorporated) • SKHY (SK Hynix Inc) AFTER THE CLOSE • ASMIY (ASM International NV) • EQT (EQT Corporation) • FE (FirstEnergy Corp.) • FFIV (F5, Inc.) • HOOD (Robinhood Markets, Inc.) • NXPI (NXP Semiconductors N.V.) • RBBN (Ribbon Communications Inc.) • STX (Seagate Technology Holdings plc) • TER (Teradyne, Inc.) • UCTT (Ultra Clean Holdings, Inc.) • V (Visa) TIME NOT SET • FCX (Freeport-McMoRan Inc.) WEDNESDAY, OCTOBER 28, 2026 BEFORE THE OPEN • AEP (American Electric Power Company, Inc.) • APH (Amphenol Corporation) • DINO (HF Sinclair Corporation) • EXTR (Extreme Networks, Inc.) • FTV (Fortive Corporation) • KLAC (KLA Corporation) • MYRG (MYR Group Inc.) • PSX (Phillips 66) • TEL (TE Connectivity plc) • UMC (United Microelectronics Corporation) • VRT (Vertiv Holdings Co) • WOLF (Wolfspeed, Inc.) AFTER THE CLOSE • AWK (American Water Works Company, Inc.) • EBAY (eBay Inc.) • EQIX (Equinix, Inc.) • FORM (FormFactor, Inc.) • MSFT (Microsoft Corporation) • NOW (ServiceNow, Inc.) • OLED (Universal Display Corporation) • SIMO (Silicon Motion Technology Corporation) TIME NOT SET • ACMR (ACM Research, Inc.) • FLEX (Flex Ltd.) • GEV (GE Vernova Inc.) THURSDAY, OCTOBER 29, 2026 BEFORE THE OPEN • AES (The AES Corporation) • ALGM (Allegro MicroSystems, Inc.) • AMZN ( Inc.) • ASX (ASE Technology Holding Co., Ltd.) • BTU (Peabody Energy Corporation) • CARR (Carrier Global Corporation) • COHU (Cohu, Inc.) • COIN (Coinbase Global, Inc.) • CTSH (Cognizant Technology Solutions) • ENTG (Entegris, Inc.) • GSAT (Globalstar, Inc.) • IEP (Icahn Enterprises L.P.) • KTOS (Kratos Defense & Security Solutions, Inc.) • MA (Mastercard) • MCHP (Microchip Technology Incorporated) • ONTO (Onto Innovation Inc.) • PBF (PBF Energy Inc.) • PGY (Pagaya Technologies Ltd.) • PPL (PPL Corporation) • PWR (Quanta Services, Inc.) • RKT (Rocket Companies, Inc.) • SILC (Silicom Ltd.) • STM (STMicroelectronics N.V.) • SWKS (Skyworks Solutions, Inc.) • VISN (Vistance Networks, Inc.) • WCC (WESCO International, Inc.) • XEL (Xcel Energy Inc.) AFTER THE CLOSE • AXTI (AXT, Inc.) • DAR (Darling Ingredients Inc.) • DLR (Digital Realty Trust, Inc.) • EIX (Edison International) • FTAI (FTAI Aviation Ltd.) • INTC (Intel Corporation) • LNT (Alliant Energy Corporation) • MPWR (Monolithic Power Systems, Inc.) • MSTR (Strategy Inc.) • SNDK (Sandisk Corporation) TIME NOT SET • TECK (Teck Resources Limited) FRIDAY, OCTOBER 30, 2026 BEFORE THE OPEN • BP (BP PLC) • CVX (Chevron Corporation) • EXC (Exelon Corporation) • SRE (Sempra) MONDAY, NOVEMBER 2, 2026 BEFORE THE OPEN • BRK/A (Berkshire Hathaway Inc. (Class A)) • CVI (CVR Energy, Inc.) • ON (ON Semiconductor Corporation) • PEG (Public Service Enterprise Group Incorporated) • TSEM (Tower Semiconductor Ltd.) AFTER THE CLOSE • AAPL (Apple Inc.) • BWXT (BWX Technologies, Inc.) • ICHR (Ichor Holdings, Ltd.) • LSCC (Lattice Semiconductor Corporation) • PLTR (Palantir Technologies Inc.) • WMB (The Williams Companies, Inc.) TIME NOT SET • AEHR (Aehr Test Systems) TUESDAY, NOVEMBER 3, 2026 BEFORE THE OPEN • ADTN (ADTRAN Holdings, Inc.) • AEIS (Advanced Energy Industries, Inc.) • AME (AMETEK, Inc.) • APO (Apollo Global Management, Inc.) • ETN (Eaton Corporation plc) • IPGP (IPG Photonics Corporation) • LFUS (Littelfuse, Inc.) • MPC (Marathon Petroleum Corporation) • NLST (Netlist, Inc.) • SMCI (Super Micro Computer, Inc.) • WEC (WEC Energy Group, Inc.) AFTER THE CLOSE • ALAB (Astera Labs, Inc.) • AMD (Advanced Micro Devices, Inc.) • ANET (Arista Networks, Inc.) • NVTS (Navitas Semiconductor Corporation) • PARR (Par Pacific Holdings, Inc.) TIME NOT SET • PNW (Pinnacle West Capital Corporation) • SUN (Sunoco LP) • TLN (Talen Energy Corporation) WEDNESDAY, NOVEMBER 4, 2026 BEFORE THE OPEN • ACLS (Axcelis Technologies, Inc.) • CAT (Caterpillar Inc.) • DHT (DHT Holdings, Inc.) • ETR (Entergy Corporation) • GFS (GlobalFoundries Inc.) • GNRC (Generac Holdings Inc.) • HUT (Hut 8 Corp.) • MELI (MercadoLibre, Inc.) • NI (NiSource Inc.) • Q (Qnity Electronics, Inc.) • RDDT (Reddit, Inc.) • SHAZ (SharonAI Holdings, Inc.) • UBER (Uber Technologies, Inc.) • VPG (Vishay Precision Group, Inc.) • VSH (Vishay Intertechnology, Inc.) • VVV (Valvoline Inc.) AFTER THE CLOSE • APP (AppLovin Corporation) • ARM (Arm Holdings plc) • ATO (Atmos Energy Corporation) • DASH (DoorDash, Inc.) • EMR (Emerson Electric Co.) • MKSI (MKS Inc.) • ORA (Ormat Technologies, Inc.) • SEI (Solaris Energy Infrastructure, Inc.) • SITM (SiTime Corporation) • VIAV (Viavi Solutions Inc.) TIME NOT SET • CRCL (Circle Internet Group, Inc.) • RAL (Ralliant Corporation) THURSDAY, NOVEMBER 5, 2026 BEFORE THE OPEN • AAOI (Applied Optoelectronics, Inc.) • AMTX (Aemetis, Inc.) • CMI (Cummins Inc.) • CNR (Core Natural Resources, Inc.) • DCO (Ducommun Incorporated) • DDOG (Datadog, Inc.) • DIOD (Diodes Incorporated) • DUK (Duke Energy Corporation) • EVRG (Evergy, Inc.) • FWONA (Liberty Media Corporation (Series A)) • INOD (Innodata Inc.) • MTSI (MACOM Technology Solutions Holdings, Inc.) • NRG (NRG Energy, Inc.) • NVMI (Nova Ltd.) • PDFS (PDF Solutions, Inc.) • SO (The Southern Company) • SPCX (Space Exploration Technologies Corp.) • SYNA (Synaptics Incorporated) • TRGP (Targa Resources Corp.) • TTD (The Trade Desk, Inc.) • WIX ( Ltd.) AFTER THE CLOSE • AKAM (Akamai Technologies, Inc.) • AOSL (Alpha and Omega Semiconductor Limited) • ATEN (A10 Networks, Inc.) • CLNE (Clean Energy Fuels Corp.) • ED (Consolidated Edison, Inc.) • EOG (EOG Resources, Inc.) • LITE (Lumentum Holdings Inc.) • NET (Cloudflare, Inc.) • PSIX (Power Solutions International, Inc.) • WLDN (Willdan Group, Inc.) TIME NOT SET • HIMX (Himax Technologies, Inc.) FRIDAY, NOVEMBER 6, 2026 BEFORE THE OPEN • ALMU (Aeluma, Inc.) • CLMT (Calumet, Inc.) • VST (Vistra Corp.) TIME NOT SET • WULF (TeraWulf Inc.) MONDAY, NOVEMBER 9, 2026 BEFORE THE OPEN • CAPL (CrossAmerica Partners LP) • CEG (Constellation Energy Corporation) • CENX (Century Aluminum Company) • DOCN (DigitalOcean Holdings, Inc.) • FN (Fabrinet) • KKR (KKR & Co. Inc.) • SANM (Sanmina Corporation) • STRL (Sterling Infrastructure, Inc.) • VECO (Veeco Instruments Inc.) AFTER THE CLOSE • HIMS (Hims & Hers Health, Inc.) TIME NOT SET • VG (Venture Global, Inc.) TUESDAY, NOVEMBER 10, 2026 BEFORE THE OPEN • AIP (Arteris, Inc.) • AXON (Axon Enterprise, Inc.) • RIOT (Riot Platforms, Inc.) • TEM (Tempus AI, Inc.) WEDNESDAY, NOVEMBER 11, 2026 BEFORE THE OPEN • AEE (Ameren Corporation) • AEVA (Aeva Technologies, Inc.) • ASM (Avino Silver & Gold Mines Ltd) • CIFR (Cipher Digital Inc.) • COHR (Coherent Corp.) • CORZ (Core Scientific, Inc.) • DK (Delek US Holdings, Inc.) • DKL (Delek Logistics Partners, L.P.) • ECHO (EchoStar Corporation) • ENS (EnerSys) • KGS (Kodiak Gas Services, Inc.) • LEU (Centrus Energy Corp.) • MARA (MARA Holdings, Inc.) • POWI (Power Integrations, Inc.) • QCOM (QUALCOMM Incorporated) • SKM (SK Telecom Co., Ltd.) • SU (Suncor Energy Inc (Canada)) • TE (T1 Energy Inc.) AFTER THE CLOSE • UGP (Ultrapar Participacoes SA) THURSDAY, NOVEMBER 12, 2026 BEFORE THE OPEN • BTBT (Bit Digital, Inc.) • FRMI (Fermi Inc.) • PANW (Palo Alto Networks) • POET (POET Technologies Inc.) • SBET (Sharplink, Inc.) • SLNH (Soluna Holdings, Inc.) • WYFI (WhiteFiber, Inc.) AFTER THE CLOSE • AMAT (Applied Materials, Inc.) TIME NOT SET • BDCO (Blue Dolphin Energy Company) • TRT (Trio-Tech International) FRIDAY, NOVEMBER 13, 2026 BEFORE THE OPEN • MOVE (Corvex, Inc.)

AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 16, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS SEMTECH CORP INVESTOR DAY Thu Oct 15, San Jose Replay: • Q3 FY27 outlook raised at the day: net sales to $417.5M plus or minus $2.5M, from $410.0M plus or minus $5.0M, up 56% year over year at the midpoint, with adjusted EPS raised to $1.14 plus or minus $0.02, adjusted gross margin guided to 59.0% (64% excluding the cellular modules business being divested) and adjusted operating margin to 33.0% • New FY30 framework: $3.2B of net sales, including $2.1B from data center, with 70% adjusted gross margin, 48% to 50% adjusted operating margin, free cash flow at 35% of sales, and adjusted diluted EPS of $12.40 to $13.00; CEO Hong Hou said the FY30 growth is mostly driven by data center and LoRa • Balance sheet: net debt down to $299M at the end of Q2 FY27 from $1.3B at the end of FY24, with net leverage down to 1.1x from 10.5x and a target of below 1x, then below zero net leverage longer term; the cellular modules divestiture is expected to close in fiscal Q4, pending regulatory clearances • Stock reaction: shares fell 10.0% to close at $144.21 on Oct 15, after trading down nearly 17% intraday, as the FY30 framework landed below elevated market hopes despite the raised near term guide; chip stocks were also weak on the day, and MACOM fell more than 10% midday following the Semtech comments • Analyst backdrop: BMO Capital had raised its target to $230 from $155 with an Outperform rating on Oct 13 ahead of the day; consensus stands at Strong Buy with an average target near $219, and no post event target changes were confirmed by the morning after TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Five9 at Gartner IT Symposium/Xpo 2026 • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Five9 at ServiceNow World Forum London • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Macronix International Investor Day, 4:00 AM • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Five9 at ServiceNow World Forum Amsterdam • Wed Oct 28: Oracle Investor Day • Wed Oct 28: Investor Day, Elevate 26, 2:00 PM • Fri Oct 30: Hon Hai Precision Hon Hai Technology Day • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM