Catalyst Event
NVIDIA Corporation (NVDA) · Other
From KEDI U.S. Tech100 90% Participation + Daily Options Premium Index (KUSTC100P)
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
Meta Platforms Inc (META) · Other
Meta will officially shut down VR access to its social platform Horizon Worlds on June 15, 2026, as part of a strategic shift away from its initial metaverse vision. Low importance as this strategic shift is estimated to have >=1% price impact scheduled.
6/15/2026, 12:00:00 AM
Rocket Lab Corp (RKLB) · Earnings Release
Q1 2026 earnings release, which is estimated to have a medium impact due to typical price volatility surrounding financial reports, is scheduled.
5/14/2026, 12:00:00 AM
Biogen Inc (BIIB) · Earnings Release
Q1 2026 earnings release (Low impact estimated as routine earnings releases typically see at least 1% volatility) scheduled.
5/6/2026, 12:00:00 AM
Linde Plc (LIN) · Earnings Release
First-quarter 2026 earnings release is scheduled.
4/30/2026, 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
Western Digital Corp (WDC) · Earnings Release
Western Digital is scheduled to report its Q3 2026 financial results on 2026-04-29, with analysts forecasting an EPS of approximately $2.30. A medium impact is estimated as quarterly results typically drive significant price movement, so the release is expected.
4/29/2026, 12:00:00 AM