Earnings dates for the AI trade — semiconductors, AI software, and neocloud names — reporting in the next ~30 days (2026-07-01 → 2026-08-05), with consensus EPS estimates.
| Date | Ticker | Company | When | Est. EPS | Group |
|---|---|---|---|---|---|
| 2026-07-14 | AEHR | Aehr Test Systems | after close | $-0.01 | Semiconductors |
| 2026-07-15 | ASML | ASML Holding | pre-market | $7.98 | Semiconductors |
| 2026-07-16 | TSM | Taiwan Semiconductor Manufacturing Company | pre-market | $3.77 | Semiconductors |
| 2026-07-22 | FLEX | Flex | pre-market | $0.92 | Semiconductors |
| 2026-07-22 | NOW | ServiceNow | after close | $0.86 | AI Software |
| 2026-07-22 | TEL | TE Connectivity | pre-market | $2.84 | Semiconductors |
| 2026-07-22 | TXN | Texas Instruments Incorporated | after close | $1.92 | Semiconductors |
| 2026-07-23 | INTC | Intel | after close | $0.21 | Semiconductors |
| 2026-07-23 | LPKFF | LPKF Laser & Electronics SE | after close | — | Semiconductors |
| 2026-07-23 | NOK | Nokia Oyj | pre-market | $0.07 | Semiconductors |
| 2026-07-27 | AMKR | Amkor Technology | after close | $0.47 | Semiconductors |
| 2026-07-27 | CDNS | Cadence Design Systems | after close | $1.62 | AI Software |
| 2026-07-27 | CLS | Celestica | intraday | $2.11 | Semiconductors |
| 2026-07-27 | NXPI | NXP Semiconductors | after close | $3.53 | Semiconductors |
| 2026-07-27 | SANM | Sanmina | after close | $2.79 | Semiconductors |
| 2026-07-28 | GLW | Corning Incorporated | pre-market | $0.75 | Semiconductors |
| 2026-07-28 | NXPI | NXP Semiconductors | after close | $3.53 | Semiconductors |
| 2026-07-28 | PYPL | PayPal Holdings | pre-market | $1.28 | AI Software |
| 2026-07-28 | QRVO | Qorvo | after close | $1.07 | Semiconductors |
| 2026-07-28 | STX | Seagate Technology Holdings | after close | $5.08 | Semiconductors |
| 2026-07-29 | APH | Amphenol | pre-market | $1.17 | Semiconductors |
| 2026-07-29 | APLD | Applied Digital | after close | $-0.17 | Neocloud |
| 2026-07-29 | ARM | Arm Holdings | after close | $0.18 | Semiconductors |
| 2026-07-29 | FORM | FormFactor | after close | $0.61 | Semiconductors |
| 2026-07-29 | HOOD | Robinhood Markets | after close | $0.40 | AI Software |
| 2026-07-29 | LRCX | Lam Research | after close | $1.67 | Semiconductors |
| 2026-07-29 | QCOM | QUALCOMM Incorporated | after close | $1.53 | Semiconductors |
| 2026-07-29 | TER | Teradyne | after close | $2.05 | Semiconductors |
| 2026-07-29 | TTMI | TTM Technologies | after close | $0.88 | Semiconductors |
| 2026-07-29 | TYL | Tyler Technologies | after close | $3.19 | AI Software |
| 2026-07-29 | UMC | United Microelectronics | pre-market | $0.16 | Semiconductors |
| 2026-07-29 | WDC | Western Digital | after close | $3.29 | Semiconductors |
| 2026-07-30 | ALGM | Allegro MicroSystems | pre-market | $0.16 | Semiconductors |
| 2026-07-30 | COHU | Cohu | after close | $0.04 | Semiconductors |
| 2026-07-30 | COIN | Coinbase Global | after close | $0.08 | AI Software |
| 2026-07-30 | KLAC | KLA | after close | $9.96 | Semiconductors |
| 2026-07-30 | MPWR | Monolithic Power Systems | after close | $4.83 | Semiconductors |
| 2026-07-30 | NET | Cloudflare | after close | $0.27 | AI Software |
| 2026-07-30 | XYZ | Block | after close | $0.87 | AI Software |
| 2026-08-03 | ON | ON Semiconductor | pre-market | $0.71 | Semiconductors |
| 2026-08-03 | PLTR | Palantir Technologies | after close | $0.27 | AI Software |
| 2026-08-04 | ACLS | Axcelis Technologies | after close | $0.69 | Semiconductors |
| 2026-08-04 | AEIS | Advanced Energy Industries | after close | $1.73 | Semiconductors |
| 2026-08-04 | AMD | Advanced Micro Devices | after close | $1.35 | Semiconductors |
| 2026-08-04 | ANET | Arista Networks | after close | $0.79 | Semiconductors |
| 2026-08-04 | CRUS | Cirrus Logic | after close | $1.45 | Semiconductors |
| 2026-08-04 | DOCN | DigitalOcean Holdings | pre-market | $0.09 | AI Software |
| 2026-08-04 | GFS | GLOBALFOUNDRIES | pre-market | $0.32 | Semiconductors |
| 2026-08-04 | GLW | Corning Incorporated | intraday | $0.76 | Semiconductors |
| 2026-08-04 | GLXY | Galaxy Digital | intraday | $-0.05 | Neocloud |
| 2026-08-04 | ICHR | Ichor Holdings | after close | $0.31 | Semiconductors |
| 2026-08-04 | PYPL | PayPal Holdings | intraday | $1.28 | AI Software |
| 2026-08-04 | QRVO | Qorvo | intraday | $0.82 | Semiconductors |
| 2026-08-04 | SLAB | Silicon Laboratories | after close | $0.17 | Semiconductors |
| 2026-08-04 | SMCI | Super Micro Computer | after close | $0.59 | Semiconductors |
| 2026-08-04 | STX | Seagate Technology Holdings | intraday | $4.89 | Semiconductors |
| 2026-08-04 | SWKS | Skyworks Solutions | after close | $0.64 | Semiconductors |
| 2026-08-04 | TER | Teradyne | intraday | $2.04 | Semiconductors |
| 2026-08-04 | TOST | Toast | after close | $0.23 | AI Software |
| 2026-08-04 | WOLF | Wolfspeed | intraday | $-2.45 | Semiconductors |
| 2026-08-05 | ACMR | ACM Research | pre-market | $0.21 | Semiconductors |
| 2026-08-05 | APP | AppLovin | after close | $3.75 | AI Software |
| 2026-08-05 | FTNT | Fortinet | after close | $0.74 | AI Software |
| 2026-08-05 | HUBS | HubSpot | after close | $0.72 | AI Software |
| 2026-08-05 | POWI | Power Integrations | intraday | $0.21 | Semiconductors |
| 2026-08-05 | VECO | Veeco Instruments | after close | $0.13 | Semiconductors |
66 AI/semi names reporting in the window. Ticker links go to that stock's Congress-trading page. EPS = analyst consensus estimate.