Catalyst Event
NVIDIA Corporation (NVDA) · Other
From KEDI Global AI Cloud Index (KGAIC)
3/16/2026, 12:00:00 AM
At the GTC 2026 conference on March 16, 2026, CEO Jensen Huang provided a major update, stating the company has visibility into $1 trillion in cumulative orders through 2027 for its Blackwell and Rubin platforms, doubling the $500 billion forecast from late 2025. The company also provided a deep dive into its next-generation 'Vera Rubin' AI platform. A high price impact (>10%) is estimated due to the massive order visibility, scheduled.
Korean Translation
2026년 3월 16일 GTC 2026 컨퍼런스에서 CEO 젠슨 황은 블랙웰 및 루빈 플랫폼에 대해 2027년까지 1조 달러의 누적 주문을 확보했다고 발표했으며, 이는 2025년 말 전망치인 5,000억 달러에서 두 배 증가한 수치임. 또한 차세대 '베라 루빈' AI 플랫폼에 대한 상세 정보를 공개함. 대규모 주문 확보에 따른 10% 이상의 주가 영향이 예상되며, 해당 행사는 2026년 3월 16일 진행될 예정됨.
Related Recent Events
Dynatrace Inc (DT) · Earnings Release
Q4 and full fiscal year 2026 earnings release is scheduled for May 20, 2026. The date is an estimate based on past reporting schedules, and a Low impact is estimated as the market typically anticipates these regular reporting dates, scheduled.
5/20/2026, 12:00:00 AM
Amazon.com Inc (AMZN) · Earnings Release
Amazon's Q1 2026 earnings release is scheduled. The company guided for net sales between $173.5 billion and $178.5 billion. Medium importance is estimated as earnings reports typically drive significant market volatility.
4/29/2026, 12:00:00 AM
Microsoft Corp (MSFT) · Earnings Release
Microsoft is expected to announce its fiscal year 2026 third-quarter financial results on April 28, 2026, with analysts forecasting an EPS of around $4.07. The earnings report is estimated to have a ~5% impact on the stock price; this result is forecasted.
4/28/2026, 12:00:00 AM
Telefonaktiebolaget LM Ericsson (publ) (ERIC) · Earnings Release
Ericsson is scheduled to publish Q1 2026 results on 2026-04-17; as a major quarterly catalyst and given the strong post-Q4 share move, a mid-single-digit share reaction is plausible, expected.
4/17/2026, 12:00:00 AM
Oracle Corp (ORCL) · Other
The ex-dividend date for a quarterly cash dividend of $0.50 per share is April 9, 2026. The dividend was declared on March 10, 2026, with a payment date of April 24, 2026, scheduled.
4/9/2026, 12:00:00 AM
Lumentum Holdings Inc (LITE) · Other
Scheduled to be added to the S&P 500 index, effective March 23, 2026. This inclusion is estimated to have a ~5% price impact due to passive fund inflows, scheduled.
3/23/2026, 12:00:00 AM