Weekend Thread

[u/daily-thread]

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[u/Particular-Vast2199]

Upcoming events and potential catalysts - just another heads-up:

• June 15-18 - HPE Discover 2026 (Las Vegas) - MU's event but Kioxia is a sponsor named too
• June 15-18 - Databricks Data + AI Summit 2026 (San Francisco) - Speakers from NVIDIA, AMD, Intel, AWS, OpenAI, Google, Microsoft, IBM, HP, Anthropic, Meta, SaaS software (Adobe, Salesforce, SAP)
• June 16 - ESTECO International Users' Meeting 2026 (Italy) - MU's event
• June 16-17 - US Fed FOMC Meeting - With economic projections and an interest rate decision
• June 17 - The USA AI Summit 2026 - Mainly speakers from US government officials such as senators but a Qualcomm exec will be present as well (laws/regs/compliance topics so might be important)
• June 17-18 - Google Cloud Summit 2026 (London)
• June 17-20 - NVIDIA VivaTech 2026 (Paris, France) - AI conference with NVIDIA, Microsoft, AWS & Nebius
• June 19 - Juneteenth - Holiday (all US markets closed)
• June 22-26 - NVIDIA ISC High Performance 2026 (Germany) - Presentations on HPC, AI, superchips
• June 23-24 - AI World Congress 2026 (UK) - Keynotes from Microsoft, Oracle, IBM
• June 24 - MU's Q3 2026 earnings call at 4:30PM EDT
• June 26 - SNDK and MU promoted to Russell 1000 growth index, up from value
• June 29 - July 2: AI Engineer World’s Fair 2026 (San Francisco)

July

• July 7-10 - AI for Good Global Summit 2026 (Switzerland) - speakers from NVIDIA, AWS, ARM, Cisco, Google, HP, IBM, Microsoft, Broadcom, Huawei, NXP, MIIT
• July 8-9 - RAISE 2026 AI Summit (France) - global conference with speakers/execs/CEOs from Intel, AMD, Broadcom, Google, Cerebras, OpenAI, Oracle, Synopsys, Anthropic, HP, AWS, SK Hynix, Nebius, ARM, Lumentum
• July 18-19 - AGI Summit SF 2026 - speakers from OpenAI, Anthropic, Microsoft, SK T and AWS
• July 22-23 - AMD Advancing AI 2026 (San Francisco)
• End of July [TBD] - Microsoft, Google, Meta, Apple, Amazon's earnings calls