Always a highlight of #SnapdragonSummit#! Thank you to the @Snapdragon Insiders for making the trip to Maui, for the questions, and for the passion you bring to this community every year.

In Maui ahead of #SnapdragonSummit#. This year the conversation is about how AI is changing the way we use the devices we rely on every day. More tomorrow, with partners from across the industry. Livestream:

$QCOM ripping on their snapdragon summit If only people had a way to keep track of upcoming catalysts on stocks 😏 -> always know what’s on the radar for your favorite stocks

Just arrived in Maui for $QCOM Snapdragon Summit. $QCOM exploded nearly 10% today along with other CPU players! So this week I'll be hunting for asymmetric upside around $QCOM's role in AI, wearables, robotics and more. Even interviewing the CFO for deeper insights.

Surface Pro and Surface Laptop arrive in Maui for Qualcomm Snapdragon Summit 2026. Both built to be as productive at home as well as on the go. With security and privacy that just works, and Windows to help you find what you need, instantly.

Qualcomm's plans to make your phone an AI hub that powers everything from your headphones, watches, and more. Get all the biggest takeaways from the Snapdragon Summit on In the Loop with @cryptopunk7213:

$QCOM +8% Qualcomm is rallying after unveiling a new AI data-center interconnect architecture with Lumentum and Corning, aimed at high-bandwidth, low-power chip-to-chip connectivity. The move also comes ahead of this week’s Snapdragon Summit, where Qualcomm is expected to unveil new 2nm flagship chips and updates on its agentic AI push.

AI Conferences and Investor Days — Wednesday, October 7, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS Marvell Investor Day (Oct 6, NYC) Replay via • FY28 revenue raised to ~$20B (from $18B), above $18.2B Street; data center alone near $18B • FY29 custom revenue raised to $12B (from $10B+), matching RBC's pre-event call • New FY2031 frame: $70-90B revenue (midpoint $80B) vs $46.85B consensus; adj EPS >$30; interconnect ~$37.5B framed larger than custom ~$30B • MRVL +5.8% to $287.01; 18+ analysts raised targets (Jefferies $450 Buy, Evercore $433) • Optical names rode along: Ciena +14%, Lumentum +3.8%, Coherent +1.5%, Broadcom +3.7% Zscaler Investor Day (Oct 6, NYC) Replay via • Guidance reaffirmed, not raised: FY27 revenue $3.908-3.938B (+16.6-17.5%), $10B ARR target with no date • Product push: Agentic SecOps (50+ AI agents), AI Gateway, Security for AI ~$70M ARR • ZS +2.9% to $207.79; no analyst revisions yet; stock -5.8% YTD • Read: narrative day, not numbers day; SASE competition question unresolved NEXT WEEK OCP Global Summit (Oct 12-15, San Jose McEnery) Sold out, no onsite; no public livestream announced; promo-code redemption expired Oct 6 • Lisa Su keynote confirmed Mon Oct 12, 4:15pm PT; NVIDIA keynote speaker confirmed (Ian Buck, Monday) • Lattice/AMI keynote Tue ~10am PT; OIF half-day workshop Tue 1-5pm PT (448G, CPO/NPO) • Wed networking track: Ultra Ethernet vs MRC panel (AMD/HPE/Broadcom/OpenAI), Bechtolsheim 400G/lane panel Workday Rising (Oct 12-15, Las Vegas) Digital passes now confirmed: All-Access $299, Essentials FREE; in-person $2,595 • Theme: agentic HR and agentic finance; Workday AI platform monetization read • Monness $218 Buy / Needham $230 Buy ahead of the event SEMICON West (Oct 13-15, Moscone SF) All-In $1,230, Thought Leadership $945, Expo Plus $340; no virtual pass • Ghazi fireside Tue 9:20am; design session Tue 10:30am-4:30pm PT (Cerebras CS-4/Nexus, Lam on agentic AI in manufacturing) • Equipment and advanced packaging checkpoint Applied Materials Investor Breakfast (Tue Oct 13, 8:00-10:30am PT) Free live webcast at replay same day • Watch for a firm 2027 WFE growth figure; Dickerson now sees CY26 WFE up >30% (was >20%) • Backdrop rich: Intel named founding EPIC partner Oct 6; UBS sees 2027 WFE +43%, memory equipment +53% Workday Financial Analyst Day (Tue Oct 13, 2:00pm PT / 5:00pm ET) Live webcast on Workday IR site, replay 90 days • Agentic HR/finance monetization read; partner announcements already timed to Rising Accenture Investor Day (Wed Oct 14, 8:30-11:30am ET) Virtual per IR events page; CEO's "see you in New York" suggests hybrid • Must answer the Oct 1 guide: ~1% organic (Stifel) vs 2% consensus; stock -6% to $200.34 Oct 2 • Watch FY27 organic growth bridge and AI metrics disclosure SailPoint Analyst Webcast (Wed Oct 14, 12:00pm ET, virtual) replay one year • Recap of Navigate announcements (Oct 6): Autonomous Agents, Agentic Fabric, Zero Standing Privilege • Not to be confused with Zscaler's similarly named products Semtech Data Center Teach-In (Thu Oct 15, 9:00am PT, San Jose) Limited in-person; live webcast at • 1.6T/800G and ACC ramp read; Q2 beat with Q3 guide $410M midpoint vs $357.7M consensus LATER NVIDIA GTC Berlin (Oct 20-22) Huang keynote Wed Oct 21, 11am-1pm CEST, free livestream • New: "NVIDIA GTC Live" pregame 9-11am CEST with Gavin Baker and Deirdre Bosa Oracle AI World (Oct 25-28, Venetian Las Vegas) New "Oracle AI World On Air" remote tier: 3 keynotes + 4 spotlights live, 90+ sessions on demand; price not yet visible • OCI GPU capacity and AI Database 23ai announcements; in-person $1,999 ($2,399 late) Celestica Investor and Analyst Day (Tue Oct 27, 8:00am ET) Webcast with replay ~2h after via Q3 results Mon Oct 26 post-close • Operations, strategy, growth, outlook; Midtown lunch forum for institutional/sell-side only NEW INVESTOR DAY • Hyperscale Data (GPUS) Investor Day, Thu Nov 12, 1:15-3:30pm PT, virtual: Michigan AI campus expansion and strategic alternatives; 2027 revenue guide $300-350M TBA list quiet: AMD Advancing AI, Snapdragon Summit, and OpenAI DevDay 2026 editions already happened; CoreWeave London still rescheduled to 2027; Nebius investor hub quiet.