Catalyst Event
NVIDIA Corporation (NVDA) · Other
From KEDI U.S. Medical AI Index (KUSMAI)
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
Eli Lilly and Co (LLY) · Earnings Release
Q1 2026 earnings release scheduled; a price impact of at least 1% is expected.
4/30/2026, 12:00:00 AM
Intuitive Surgical Inc (ISRG) · Earnings Release
Q1 2026 earnings release is scheduled.
4/21/2026, 12:00:00 AM
Eli Lilly and Co (LLY) · Other
New target action date for the FDA's decision on oral obesity drug orforglipron, following an extension of the review period announced on January 15, 2026, scheduled; a price impact of at least 1% is expected.
4/10/2026, 12:00:00 AM
Caris Life Sciences Inc (CAI) · Other
The company is scheduled to present five studies at the 2026 USCAP Annual Meeting from 2026-03-21 to 2026-03-26 scheduled.
3/21/2026, 12:00:00 AM
Eli Lilly and Co (LLY) · Other
Announced positive topline results from the TRANSCEND-T2D-1 Phase 3 trial for its investigational drug retatrutide, which showed significant reductions in A1C and body weight for adults with type 2 diabetes; a price impact of over 10% is estimated.
3/19/2026, 12:00:00 AM
AbbVie Inc (ABBV) · Other
Appeals court ruling on whistleblower lawsuit regarding 340B program overcharging allegations scheduled for March 18, 2026; moderate impact expected from potential legal liabilities, scheduled.
3/18/2026, 12:00:00 AM