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.