Next fortnight (what to watch or listen to)

2026-10-18 to 2026-11-01 (UTC dates). Times as published by the source.

Mon 2026-10-19

[macro] MACRO China Q3 GDP (NBS): Reuters poll 4.4% y/y, 1.1% q/q (10:00 Beijing Mon (13:00 AEDT Mon; 22:00 ET Sun Oct 18)) — Q2 was 4.3%; a second quarter below 4.5% would add pressure for stimulus. Growth read for BABA, BYD and China-exposed semis. Release time 0200 GMT confirmed by Reuters.
[other] MACRO Texas TCEQ compliance report due under Abbott's data-center permit freeze (Deadline, no time set) — A reporting deadline, not an end to the pause; shows how broadly the freeze reaches (including island-mode generation) for GEV, VRT and Texas AI campuses.
[macro] MACRO China September industrial production, retail sales, fixed-asset investment and 70-city house prices (with Q3 GDP) (10:00 Beijing (13:00 AEDT Mon; 22:00 ET Sun Oct 18); house prices 09:30 Beijing) — The activity data behind the Q3 GDP print; retail sales test whether the Golden Week and the Hong Kong rebound have consumer spending behind them for the China internet names.

Tue 2026-10-20

[product] 1211 BYD second-generation Seagull launch (19:00 Beijing (22:00 AEDT Tue)) — BYD's cheapest volume EV; launch pricing is the next read on the domestic price war. Date and time from CnEVPost's events list.
[macro] MACRO US housing starts and building permits, September (08:30 ET (23:30 AEDT Tue)) — First starts print with the 30-year mortgage above 7.4%; a sharp drop would hit construction-machinery demand and the mortgage lenders on the watchlist.
[earnings] NFLX Netflix Q3 2026 results (company outlook: revenue $12.86B, operating income $4.27B, EPS $0.82) (13:01 PT Tue (16:01 ET; 07:01 AEDT Wed Oct 21); video interview 13:45 PT (07:45 AEDT Wed)) — Holding; first read on the co-CEO era's ad tier and content spend, and a consumer-internet check before AMZN, GOOGL and META at month end.
[conference] NVDA Nvidia GTC Berlin (Washington D.C. edition is Nov 30-Dec 3, keynote Dec 1) (Oct 20-22, Berlin; keynote time TBC) — Holding; European sovereign-AI and Rubin deployment announcements. Dates from Nvidia's session catalog; Nvidia's own event page for Berlin was not opened.

Wed 2026-10-21

[earnings] IBM IBM Q3 2026 results and webcast (17:00 ET (08:00 AEDT Thu Oct 22)) — Enterprise AI software and consulting demand read-through for the internet and AI names; IBM reports before the hyperscalers.
[earnings] LRCX Lam Research September-quarter (fiscal Q1 2027) results and call (14:00 PT / 17:00 ET (08:00 AEDT Thu Oct 22)) — Wafer-fab equipment orders are the cleanest signal of whether AI memory and foundry capex is still rising after the OpenAI revenue scare; direct read for Micron, TSMC and Nvidia exposure.
[macro] MACRO US Treasury 20-year bond auction (13:00 ET (04:00 AEDT Thu Oct 22)) — With the 10-year at 5.24% and Pimco talking about 6%, a weak long-bond auction is the kind of event that re-rates growth multiples; no 10- or 30-year auctions fall in the window.
[earnings] META Meta Q3 2026 results and call (confirmed Oct 12) (After US close; call 13:30 PT / 16:30 ET (07:30 AEDT Thu Oct 22)) — Holding; Meta's own release (PRNewswire, Oct 12) sets Oct 21, a week earlier than the Oct 28 third-party estimates. Same US evening as Tesla, Texas Instruments, Lam and IBM, and lands ahead of the New Mexico penalty ruling due by late October.
[earnings] SAP SAP Q3 2026 results and analyst call (22:05 CEST Wed (16:05 ET; 07:05 AEDT Thu Oct 22); call 23:00 CEST (17:00 ET; 08:00 AEDT Thu Oct 22)) — Cloud backlog is the read on enterprise AI software demand; UBS expects backlog growth to slow noticeably.
[earnings] TSLA Tesla Q3 2026 results and Q&A webcast (After US close; Q&A webcast 5:30pm ET = 8:30am AEDT Thu Oct 22) — Confirmed in Tesla's 8-K. Auto margins, energy storage and Cybercab ramp commentary.
[earnings] TXN Texas Instruments Q3 2026 results and call (Call 15:30 CT / 16:30 ET (07:30 AEDT Thu Oct 22); release after US close) — Confirmed by TI's Oct 1 release. Analog and industrial demand read for the machinery names and broad chip cycle, outside the AI-memory trade now under pressure.

Thu 2026-10-22

[earnings] BE Bloom Energy Q3 2026 results and call (After US close; call 14:00 PT / 17:00 ET (08:00 AEDT Fri Oct 23)) — Confirmed by Bloom Oct 12 (replaces the 2026-10-27-be-q3 estimate). Consensus EPS $0.14; FY26 guide $3.9-4.2B; shares down 9% Oct 14.
[macro] MACRO US initial jobless claims, week to Oct 17 (08:30 ET (23:30 AEDT Thu)) — Last claims print before the Oct 28 FOMC decision, inside the blackout.
[macro] MACRO Conference Board Leading Economic Index, September (August -0.1% to 99.5) (10:00 ET Thu (01:00 AEDT Fri Oct 23)) — Low-impact recession gauge; date from the Conference Board's August release.
[earnings] SPOT Spotify Q3 2026 results (Before US open Thu; Q&A call 8:00 a.m. ET (23:00 AEDT Thu)) — Confirmed by Spotify's Business Wire release of Sept 24, 2026: results Thursday Oct 22 before market open, management Q&A at 8:00 a.m. ET via webcast at investors.spotify.com, questions through Slido code #SpotifyEarningsQ326. Spotify IR pages did not render via fetch, so the release was read via Finviz's carry of the wire.

Fri 2026-10-23

[macro] MACRO S&P Global US flash manufacturing, services and composite PMIs, October (09:45 ET (00:45 AEDT Sat Oct 24)) — Prices-paid and new-orders components will set the tone into the FOMC; a hot print raises the October hike odds from 18%.
[macro] MACRO University of Michigan consumer sentiment, October final (prelim 46.3; 1-yr inflation 4.7%, 5-yr 3.5%) (10:00 ET (01:00 AEDT Sat Oct 24)) — Inflation expectations rose for a second month to the highest since May; Waller explicitly flagged de-anchoring risk, so an upward revision feeds straight into the Fed path.

Sun 2026-10-25

[other] MELI Brazil presidential runoff: Flavio Bolsonaro vs Lula (Sunday (results Mon AEDT)) — Bolsonaro led 47.1-45.1 in the first round; Brazilian assets and MELI rallied. A Lula win would reverse much of that.

Mon 2026-10-26

[earnings] CLS Celestica Q3 2026 results, call and Investor and Analyst Day (Results after US close Mon (about 07:00 AEDT Tue Oct 27); call 08:00 ET Tue Oct 27 (23:00 AEDT Tue)) — Watchlist. Q3 guide $5.25-5.55B revenue, EPS $2.88-3.08; investor day should give 2027 targets after a 9.6% drop Oct 14.

Tue 2026-10-27

[earnings] ENPH Enphase Q3 2026 results (guide revenue $290-320M, GAAP GM 42-45%) (After US close; call 16:30 ET (07:30 AEDT Wed Oct 28)) — Holding; confirmed by Enphase's Oct 6 release. Guide implies GAAP margin well below Q2's 60%.
[earnings] HOOD Robinhood Q3 2026 results and video call (After US close; call 17:00 ET (08:00 AEDT Wed)) — Confirmed by the company Oct 1. First quarter with prediction-market and Agents disclosures; watch transaction revenue and net deposits.
[macro] MACRO US September advance durable goods orders (Census) (08:30 ET Tue (23:30 AEDT Tue Oct 27)) — Core capital-goods orders are the equipment-capex read for the machinery names; lands the day the FOMC meeting starts.
[macro] MACRO US September new home sales (Census) (10:00 ET Tue (01:00 AEDT Wed Oct 28)) — Housing demand with mortgage rates near 7.5%; relevant to RKT and LDI.
[earnings] TER Teradyne Q3 2026 results (confirmed Oct 13) (Results 16:30 ET or later Tue (07:30 AEDT Wed Oct 28); call 08:30 ET Wed Oct 28 (23:30 AEDT Wed)) — Now confirmed by the company; call on Teradyne's IR calendar. Q3 guide $1.2-1.3B; AI test demand read for the semis drawdown.

Wed 2026-10-28

[central_bank] FED FOMC decision (meeting Oct 27-28): October hike odds about 15-16% after Warsh gave no signal (14:00 ET statement, 14:30 ET press conference (05:00 / 05:30 AEDT Thu Oct 29)) — Odds fell from about a third after Thursday's hot PPI; December hike still about 89% priced. Blackout from Oct 17.
[earnings] GEV GE Vernova Q3 2026 results and webcast (07:30 ET (22:30 AEDT Wed)) — Confirmed on the IR events page (7:30-8:30am EDT). Q2 EPS missed; watch gas orders, wind losses and FY guide after JPMorgan's target cut.
[earnings] GOOGL Alphabet Q3 2026 results and call (Call 13:30 PT / 16:30 ET (07:30 AEDT Thu Oct 29)) — Holding; confirmed on Alphabet IR. Cloud growth and capex guide are the AI read; lands hours after the FOMC decision.
[macro] MACRO Australia CPI, September (ABS) (11:30 AEDT Wed (20:30 ET Tue Oct 27)) — On the ABS release calendar; key input for the RBA after the September hike to 4.60%.
[earnings] MSFT Microsoft fiscal Q1 2027 results and webcast (After US close; webcast 14:30 PT / 17:30 ET (08:30 AEDT Thu Oct 29)) — Azure growth and capex guidance the same evening as Alphabet and ServiceNow; webcast time from Microsoft's Oct 7 release.
[earnings] NOW ServiceNow Q3 2026 results and call (After US close; call 14:00 PT / 17:00 ET (08:00 AEDT Thu Oct 29)) — Confirmed by the company. Enterprise AI agent demand read the same evening as Alphabet and Microsoft; shares rose 6.2% Oct 15 in the rotation into software.
[earnings] SKHY SK hynix Q3 2026 results and call (confirmed Oct 14) (Call 09:00 KST Wed (11:00 AEDT Wed Oct 28; 20:00 ET Tue Oct 27)) — Company 6-K sets Oct 28 Seoul time, settling the Oct 27/28 conflict. HBM pricing and capex read for MU, NVDA and TSM.
[earnings] VRT Vertiv Q3 2026 results and call (confirmed Oct 14) (Before US open Wed; call 11:00 ET (02:00 AEDT Thu Oct 29)) — Guided Q3 revenue $3.65-3.85B, EPS $1.77-1.83. Data-center power and cooling read in the same week as the hyperscaler capex guides.

Thu 2026-10-29

[earnings] 005930 Samsung Electronics full Q3 2026 results and call (Results and call 10:00 KST Thu (12:00 AEDT Thu Oct 29; 21:00 ET Wed Oct 28)) — Detail behind the Oct 8 preliminary miss: memory margins and HBM4 progress, the day after SK hynix. Memory read for MU.
[earnings] 6861 Keyence fiscal Q2 results (TBC (estimated date)) — StockAnalysis lists Oct 29 (previous refresh had Oct 28-29). Order trends in China and US automation.
[earnings] AMZN Amazon Q3 2026 results and call (confirmed Oct 15) (After US close Thu; call 14:00 PT / 17:00 ET (08:00 AEDT Fri Oct 30)) — AWS growth and capex guide; last of the big four hyperscalers to report that week.
[earnings] AXOS Axos Financial fiscal Q1 2027 results and call (After 16:00 ET; call 17:00 ET (08:00 AEDT Fri Oct 30)) — Holding; company release confirms Oct 29 (one calendar wrongly shows Oct 30).
[central_bank] ECB ECB monetary policy decision and press conference (Governing Council Oct 28-29, decision and press conference Oct 29; time not on ECB calendar (Europe is on CET from Oct 25, so a mid-afternoon Frankfurt announcement lands after midnight AEDT Fri Oct 30) - TBC) — Dates confirmed on the ECB calendar. Relevant for European exposure such as SAP and ASML; lands the day before the BoJ.
[earnings] INTC Intel Q3 2026 results and call (Release after US close; call 14:00 PT / 17:00 ET (08:00 AEDT Fri Oct 30)) — Confirmed by Intel's Oct 6 release. Foundry and PC-CPU demand read for the semis, the day after the FOMC.
[macro] MACRO US Q3 GDP, advance estimate (BEA) (08:30 ET Thu (23:30 AEDT Thu Oct 29)) — Lands the day after the FOMC decision; first full read on Q3 growth with energy prices up 20% y/y.
[macro] MACRO US September personal income and outlays, PCE inflation (BEA) (08:30 ET Thu (23:30 AEDT Thu Oct 29), same slot as GDP) — The Fed's preferred inflation gauge; after a 0.3% core CPI, a hot core PCE would back a December hike.
[earnings] RKT Rocket Companies Q3 2026 results (date not confirmed) (TBC (estimated after US close, call 16:30 ET = 07:30 AEDT Fri Oct 30)) — Holding. No company notice yet; MarketBeat and Investing.com estimate Oct 29, AJ Bell Oct 30, Yahoo Nov 5. Last year's notice came Oct 16 for an Oct 30 report.

Fri 2026-10-30

[product] AAPL Apple HomePod mini 2 ($149) ships (Availability Fri Oct 30) — First of the new home products to reach customers; Siri AI comes later via software update.
[central_bank] BOJ Bank of Japan policy decision and Outlook Report (Meeting Oct 29-30; statement after the meeting ends Fri Oct 30, time TBC (usually Tokyo midday, early afternoon AEDT); Outlook Report Oct 30) — Yen near 158 per dollar; a BoJ move matters for Japanese chip and machinery names and for global yields.
[macro] MACRO US Employment Cost Index, Q3 2026 (BLS) (08:30 ET Fri (23:30 AEDT Fri Oct 30)) — Wage-cost gauge the Fed watches; lands two days after the FOMC and a day after PCE, feeding the December hike debate.

Nothing here is financial advice. Holdings and opinions are my own; the "agent" sections are written by an automated research skill and may be wrong. Built 2026-10-18 22:56 UTC.