The Markets Desk — Week 37 · Thu 10 Sept 2026
Prints and catalysts / 13 open · 275 graded

I say which way it goes, before the date arrives.

A card opens before every dated catalyst we cover — an earnings print, a launch, a trial readout, an FDA decision. My lean is sealed first, yours goes in beside it, and neither can be changed afterwards. Then the week closes and we are both scored on the same rule.

A print is graded on direction over its own week: the Friday close after the print against the Friday close before it. Above is UP, below is DOWN, and an exactly equal close counts as DOWN. Graded on the week’s close, not on the EPS number.

Open

Catalysts in the next 30 days — the window shuts when the date arrives
Catalysts you can still seal a lean on
SymbolCompanyKindWhatInDateHouseYou
ORCLOracleEarnings2026-Q3T−1Sep 10 · Confirmed—Seal one
TSMTSMCEarnings2026-M09T−1Sep 10 · Expected—Seal one
SPCXSpaceXLaunchFalcon 9 Block 5 | USSF-153T−1Sep 10 · Confirmed—Seal one
SPCXSpaceXLaunchFalcon 9 Block 5 | O3b mPower 11-13T−4Sep 13 · Expected—Seal one
AVIO.MIAvioLaunchVega-C | Sentinel-3C & FLEXT−6Sep 15 · Confirmed—Seal one
JBLJabilEarnings2026-Q3T−9Sep 18 · Expected—Seal one
UECUranium EnergyEarnings2026-Q3T−15Sep 24 · Expected—Seal one
MUMicronEarningsFY26-Q4T−21Sep 30 · Confirmed—Seal one
RKLBRocket LabLaunchElectron | BlackSky Gen-3 6T−21Sep 30 · Expected—Seal one
SPCXSpaceXLaunchStarship | Flight 14T−21Sep 30 · Expected—Seal one
NVONovo NordiskFDA decisionPDUFA: Mim8 (denecimig)T−21Sep 30 · Confirmed—Seal one
PENGPenguin SolutionsEarnings2026-Q3T−28Oct 7 · Expected—Seal one
TSMTSMCEarnings2026-M10T−29Oct 8 · Expected—Seal one

Graded

The last 90 days — lower Brier is better, 0.25 is a coin flipYour record →
Catalysts already graded
SymbolCompanyKindDateThe weekHouse saidHouse BrierReadersReader BrierBase rate
AMBAAmbarellaEarningsSep 4Ungraded——0——
PLPlanet LabsEarningsSep 3Ungraded——0——
MDTMedtronicEarningsSep 3Ungraded——0——
CIENCienaEarningsSep 3Ungraded——0——
HPEHewlett Packard EnterpriseEarningsSep 3Ungraded——0——
CRDOCredo TechnologyEarningsSep 2Ungraded——0——
FCELFuelCell EnergyEarningsSep 2Ungraded——0——
KEYSKeysight TechnologiesEarningsSep 2Ungraded——0——
CSCOCisco SystemsEarningsSep 2Ungraded——0——
SMCISuper Micro ComputerEarningsAug 31Ungraded——0——
MRVLMarvell TechnologyEarningsAug 28Ungraded——0——
HEIHEICOEarningsAug 27Ungraded——0——
ARAYAccurayEarningsAug 27Ungraded——0——
NVDANVIDIAEarningsAug 26Ungraded——0——
SMTCSemtechEarningsAug 26Ungraded——0——
SNPSSynopsysEarningsAug 26Ungraded——0——
AMATApplied MaterialsEarningsAug 20Ungraded——0——
WOLFWolfspeedEarningsAug 20Ungraded——0——
RRRichtech RoboticsEarningsAug 19Ungraded——0——
ADIAnalog DevicesEarningsAug 19Ungraded——0——
FNFabrinetEarningsAug 18Ungraded——0——
LITELumentumEarningsAug 17Ungraded——0——
COHRCoherent CorpEarningsAug 14Ungraded——0——
LWLGLightwave LogicEarningsAug 14Ungraded——0——
ASPIASP IsotopesEarningsAug 14Ungraded——0——
NMRANeumora TherapeuticsEarningsAug 14Ungraded——0——
PPTAPerpetua ResourcesEarningsAug 14Ungraded——0——
AXTIAXT IncEarningsAug 13Ungraded——0——
QSIQuantum-SiEarningsAug 13Ungraded——0——
EQEquillium, Inc.EarningsAug 13Ungraded——0——
MIDDMiddlebyEarningsAug 13Ungraded——0——
LUNRIntuitive MachinesEarningsAug 13Ungraded——0——
STEMStem IncEarningsAug 13Ungraded——0——
SPIRSpire GlobalEarningsAug 13Ungraded——0——
SIDUSidus SpaceEarningsAug 13Ungraded——0——
EUenCore EnergyEarningsAug 13Ungraded——0——
LACLithium AmericasEarningsAug 13Ungraded——0——
FRVOFervo EnergyEarningsAug 13Ungraded——0——
CRWVCoreWeaveEarningsAug 12Ungraded——0——
CBRSCerebras SystemsEarningsAug 12Ungraded——0——
ALTAltimmuneEarningsAug 12Ungraded——0——
KITTNauticus RoboticsEarningsAug 12Ungraded——0——
NUENucorEarningsAug 12Ungraded——0——
ENVXEnovixEarningsAug 12Ungraded——0——
WYFIWhiteFiberEarningsAug 12Ungraded——0——
STXSStereotaxisEarningsAug 12Ungraded——0——
ATROAstronicsEarningsAug 12Ungraded——0——
TRMBTrimbleEarningsAug 12Ungraded——0——
SPCEVirgin GalacticEarningsAug 12Ungraded——0——
ENSEnerSysEarningsAug 12Ungraded——0——
NNENano Nuclear EnergyEarningsAug 12Ungraded——0——
UAMYUnited States AntimonyEarningsAug 11Ungraded——0——
SLABSilicon LaboratoriesEarningsAug 11Ungraded——0——
KRMNKarman HoldingsEarningsAug 11Ungraded——0——
MAZEMaze TherapeuticsEarningsAug 11Ungraded——0——
MNTSMomentusEarningsAug 11Ungraded——0——
ACMAECOMEarningsAug 11Ungraded——0——
GWHESS TechEarningsAug 11Ungraded——0——
MBOTMicrobot MedicalEarningsAug 11Ungraded——0——
RKLBRocket LabEarningsAug 10Ungraded——0——
QUBTQuantum Computing IncEarningsAug 10Ungraded——0——
ASTSAST SpaceMobileEarningsAug 10Ungraded——0——
USARUSA Rare EarthEarningsAug 10Ungraded——0——
PLUGPlug PowerEarningsAug 10Ungraded——0——
VSTVistraEarningsAug 10Ungraded——0——
MVSTMicrovast HoldingsEarningsAug 10Ungraded——0——
ACHRArcher AviationEarningsAug 10Ungraded——0——
URGUr-EnergyEarningsAug 10Ungraded——0——
CEVACEVA IncEarningsAug 10Ungraded——0——
SYNASynapticsEarningsAug 10Ungraded——0——
WWRWestwater ResourcesEarningsAug 10Ungraded——0——
LRCXLam ResearchEarningsAug 7Ungraded——0——
IEIvanhoe ElectricEarningsAug 7Ungraded——0——
MPMP MaterialsEarningsAug 7Ungraded——0——
SKYTSkyWater TechnologyEarningsAug 7Ungraded——0——
RRRichtech RoboticsEarningsAug 7Ungraded——0——
ACMRACM ResearchEarningsAug 7Ungraded——0——
PPLPPL CorporationEarningsAug 7Ungraded——0——
KDKKodiak AIEarningsAug 7Ungraded——0——
INDIindie SemiconductorEarningsAug 7Ungraded——0——
OKLOOkloEarningsAug 7Ungraded——0——
KLACKLA CorporationEarningsAug 6Ungraded——0——
CEGConstellation EnergyEarningsAug 6Ungraded——0——
GPCRStructure TherapeuticsEarningsAug 6Ungraded——0——
RGLDRoyal GoldEarningsAug 6Ungraded——0——
CENXCentury AluminumEarningsAug 6Ungraded——0——
AMPXAmprius TechnologiesEarningsAug 6Ungraded——0——
JOBYJoby AviationEarningsAug 6Ungraded——0——
LEUCentrus EnergyEarningsAug 6Ungraded——0——
AAOIApplied OptoelectronicsEarningsAug 6Ungraded——0——
AEVAAeva TechnologiesEarningsAug 6Ungraded——0——
HYPRHyperfineEarningsAug 6Ungraded——0——
SITMSiTimeEarningsAug 6Ungraded——0——
FCXFreeport-McMoRanEarningsAug 6Ungraded——0——
OUSTOusterEarningsAug 6Ungraded——0——
DNLIDenali TherapeuticsEarningsAug 6Ungraded——0——
TROXTronox HoldingsEarningsAug 6Ungraded——0——
SBACSBA CommunicationsEarningsAug 6Ungraded——0——
SATLSatellogicEarningsAug 6Ungraded——0——
GSATGlobalstarEarningsAug 6Ungraded——0——
MTSIMACOMEarningsAug 6Ungraded——0——
GMEDGlobus MedicalEarningsAug 6Ungraded——0——
CGNXCognexEarningsAug 6Ungraded——0——
RDWRedwireEarningsAug 6Ungraded——0——
EDConsolidated EdisonEarningsAug 6Ungraded——0——
MKSIMKS InstrumentsEarningsAug 6Ungraded——0——
VSATViasatEarningsAug 6Ungraded——0——
MCHPMicrochip TechnologyEarningsAug 6Ungraded——0——
POWIPower IntegrationsEarningsAug 6Ungraded——0——
SRESempraEarningsAug 6Ungraded——0——
PDYNPalladyne AIEarningsAug 6Ungraded——0——
MVISMicroVisionEarningsAug 6Ungraded——0——
ONTOOnto InnovationEarningsAug 6Ungraded——0——
EVRGEvergyEarningsAug 6Ungraded——0——
ACLSAxcelis TechnologiesEarningsAug 6Ungraded——0——
LTBRLightbridgeEarningsAug 6Ungraded——0——
ORAOrmat TechnologiesEarningsAug 6Ungraded——0——
AMDAdvanced Micro DevicesEarningsAug 5Ungraded——0——
SYMSymboticEarningsAug 5Ungraded——0——
FLNCFluence EnergyEarningsAug 5Ungraded——0——
ALBAlbemarleEarningsAug 5Ungraded——0——
LLYEli LillyEarningsAug 5Ungraded——0——
EOSEEos Energy EnterprisesEarningsAug 5Ungraded——0——
AMGNAmgenEarningsAug 5Ungraded——0——
RUNSunrunEarningsAug 5Ungraded——0——
MTRNMaterionEarningsAug 5Ungraded——0——
ALABAstera LabsEarningsAug 5Ungraded——0——
BIOABioAge LabsEarningsAug 5Ungraded——0——
ARRYArray TechnologiesEarningsAug 5Ungraded——0——
JBTMJBT MarelEarningsAug 5Ungraded——0——
SEDGSolarEdge TechnologiesEarningsAug 5Ungraded——0——
TLNTalen EnergyEarningsAug 5Ungraded——0——
NINiSourceEarningsAug 5Ungraded——0——
PRCTPROCEPT BioRoboticsEarningsAug 5Ungraded——0——
MYOMyomoEarningsAug 5Ungraded——0——
MPWRMonolithic Power SystemsEarningsAug 5Ungraded——0——
ANETArista NetworksEarningsAug 5Ungraded——0——
ATOAtmos EnergyEarningsAug 5Ungraded——0——
ZBHZimmer BiometEarningsAug 5Ungraded——0——
DIODDiodes IncorporatedEarningsAug 5Ungraded——0——
ALNTAllientEarningsAug 5Ungraded——0——
NOVTNovantaEarningsAug 5Ungraded——0——
IRMIron MountainEarningsAug 5Ungraded——0——
CCICrown CastleEarningsAug 5Ungraded——0——
CRUSCirrus LogicEarningsAug 5Ungraded——0——
VSHVishay IntertechnologyEarningsAug 5Ungraded——0——
CWENClearway EnergyEarningsAug 5Ungraded——0——
CATCaterpillarEarningsAug 5Ungraded——0——
SLDPSolid PowerEarningsAug 5Ungraded——0——
UUUUEnergy FuelsEarningsAug 5Ungraded——0——
SMRNuScale PowerEarningsAug 5Ungraded——0——
RRXRegal RexnordEarningsAug 5Ungraded——0——
VECOVeeco InstrumentsEarningsAug 5Ungraded——0——
VRTXVertex PharmaceuticalsEarningsAug 4Ungraded——0——
PLTRPalantirEarningsAug 4Ungraded——0——
SHLSShoals TechnologiesEarningsAug 4Ungraded——0——
PEGPublic Service Enterprise GroupEarningsAug 4Ungraded——0——
DUKDuke EnergyEarningsAug 4Ungraded——0——
WECWEC Energy GroupEarningsAug 4Ungraded——0——
ZBRAZebra TechnologiesEarningsAug 4Ungraded——0——
STRLSterling InfrastructureEarningsAug 4Ungraded——0——
ICHRIchor HoldingsEarningsAug 4Ungraded——0——
NRGNRG EnergyEarningsAug 4Ungraded——0——
ROKRockwell AutomationEarningsAug 4Ungraded——0——
POWLPowell IndustriesEarningsAug 4Ungraded——0——
FORMFormFactorEarningsAug 4Ungraded——0——
PNWPinnacle West CapitalEarningsAug 4Ungraded——0——
LSCCLattice SemiconductorEarningsAug 4Ungraded——0——
EMREmerson ElectricEarningsAug 4Ungraded——0——
ENTGEntegrisEarningsAug 4Ungraded——0——
ATKRAtkoreEarningsAug 4Ungraded——0——
CMICumminsEarningsAug 4Ungraded——0——
GNRCGenerac HoldingsEarningsAug 4Ungraded——0——
LUMNLumen TechnologiesEarningsAug 4Ungraded——0——
DBRGDigitalBridge GroupEarningsAug 4Ungraded——0——
EVEXEve HoldingEarningsAug 4Ungraded——0——
JJacobs SolutionsEarningsAug 4Ungraded——0——
UCTTUltra Clean HoldingsEarningsAug 4Ungraded——0——
NXTNextpower (ex-Nextracker)EarningsAug 3Ungraded——0——
BWXTBWX TechnologiesEarningsAug 3Ungraded——0——
AEEAmerenEarningsAug 3Ungraded——0——
ESEversource EnergyEarningsAug 3Ungraded——0——
SATSEchoStarEarningsAug 3Ungraded——0——
DDD3D SystemsEarningsAug 3Ungraded——0——
ONON SemiconductorEarningsAug 3Ungraded——0——
AMZNAmazon (AWS)EarningsJul 31Ungraded——0——
SCCOSouthern CopperEarningsJul 31Ungraded——0——
NVTnVent ElectricEarningsJul 31Ungraded——0——
APHAmphenolEarningsJul 31Ungraded——0——
DLRDigital Realty TrustEarningsJul 31Ungraded——0——
DDominion EnergyEarningsJul 31Ungraded——0——
ALGMAllegro MicroSystemsEarningsJul 31Ungraded——0——
SYKStrykerEarningsJul 31Ungraded——0——
TERTeradyneEarningsJul 31Ungraded——0——
IESCIES HoldingsEarningsJul 31Ungraded——0——
SPXCSPX TechnologiesEarningsJul 31Ungraded——0——
LNTAlliant EnergyEarningsJul 31Ungraded——0——
ETNEatonEarningsJul 31Ungraded——0——
LINLindeEarningsJul 31Ungraded——0——
PRLBProto LabsEarningsJul 31Ungraded——0——
METAMeta PlatformsEarningsJul 30Ungraded——0——
AAAlcoaEarningsJul 30Ungraded——0——
BFLYButterfly NetworkEarningsJul 30Ungraded——0——
UNITUniti GroupEarningsJul 30Ungraded——0——
FSLRFirst SolarEarningsJul 30Ungraded——0——
EMEEMCOR GroupEarningsJul 30Ungraded——0——
SOSouthern CompanyEarningsJul 30Ungraded——0——
MTZMasTecEarningsJul 30Ungraded——0——
MODModine ManufacturingEarningsJul 30Ungraded——0——
PWRQuanta ServicesEarningsJul 30Ungraded——0——
APGAPi GroupEarningsJul 30Ungraded——0——
EIXEdison InternationalEarningsJul 30Ungraded——0——
AEPAmerican Electric PowerEarningsJul 30Ungraded——0——
EXCExelonEarningsJul 30Ungraded——0——
WCCWESCO InternationalEarningsJul 30Ungraded——0——
TTTrane TechnologiesEarningsJul 30Ungraded——0——
APDAir Products & ChemicalsEarningsJul 30Ungraded——0——
XELXcel EnergyEarningsJul 30Ungraded——0——
MSFTMicrosoftEarningsJul 29Ungraded——0——
VKTXViking TherapeuticsEarningsJul 29Ungraded——0——
EQIXEquinixEarningsJul 29Ungraded——0——
QCOMQualcommEarningsJul 29Ungraded——0——
VRTVertiv HoldingsEarningsJul 29Ungraded——0——
GRMNGarminEarningsJul 29Ungraded——0——
GLWCorningEarningsJul 29Ungraded——0——
CDNSCadence Design SystemsEarningsJul 29Ungraded——0——
MYRGMYR GroupEarningsJul 29Ungraded——0——
HUBBHubbellEarningsJul 29Ungraded——0——
PIImpinjEarningsJul 29Ungraded——0——
JCIJohnson ControlsEarningsJul 29Ungraded——0——
AURAurora InnovationEarningsJul 29Ungraded——0——
APLDApplied DigitalEarningsJul 29Ungraded——0——
STLDSteel DynamicsEarningsJul 28Ungraded——0——
BEBloom EnergyEarningsJul 28Ungraded——0——
AMTAmerican TowerEarningsJul 28Ungraded——0——
CMSCMS EnergyEarningsJul 28Ungraded——0——
FEFirstEnergyEarningsJul 28Ungraded——0——
ENPHEnphase EnergyEarningsJul 28Ungraded——0——
CNPCenterPoint EnergyEarningsJul 28Ungraded——0——
AMKRAmkor TechnologyEarningsJul 28Ungraded——0——
QRVOQorvoEarningsJul 28Ungraded——0——
SWKSSkyworks SolutionsEarningsJul 28Ungraded——0——
NXPINXP SemiconductorsEarningsJul 28Ungraded——0——
CARRCarrier GlobalEarningsJul 28Ungraded——0——
DTEDTE EnergyEarningsJul 28Ungraded——0——
RMBSRambusEarningsJul 28Ungraded——0——
CLSCelesticaEarningsJul 27Ungraded——0——
NVTSNavitas SemiconductorEarningsJul 27Ungraded——0——
INTCIntelEarningsJul 24Ungraded——0——
QSQuantumScapeEarningsJul 24Ungraded——0——
EAFGrafTech InternationalEarningsJul 24Ungraded——0——
NEENextEra EnergyEarningsJul 24Ungraded——0——
TDYTeledyne TechnologiesEarningsJul 24Ungraded——0——
TXNTexas InstrumentsEarningsJul 24Ungraded——0——
GOOGLAlphabetEarningsJul 23Ungraded——0——
TSLATeslaEarningsJul 23Ungraded——0——
KALUKaiser AluminumEarningsJul 23Ungraded——0——
CLFCleveland-CliffsEarningsJul 23Ungraded——0——
MXLMaxLinearEarningsJul 23Ungraded——0——
HONHoneywellEarningsJul 23Ungraded——0——
JNJJohnson & JohnsonEarningsJul 23Ungraded——0——
OIIOceaneering InternationalEarningsJul 23Ungraded——0——
PCGPG&E CorporationEarningsJul 23Ungraded——0——
FIXComfort Systems USAEarningsJul 23Ungraded——0——
IRDMIridium CommunicationsEarningsJul 22Ungraded——0——
GEVGE VernovaEarningsJul 22Ungraded——0——
ISRGIntuitive SurgicalEarningsJul 21Ungraded——0——
PENGPenguin SolutionsEarningsJul 7Ungraded——0——
JBLJabilEarningsJun 30Ungraded——0——
MUMicronEarningsJun 25Ungraded——0——
CBRSCerebras SystemsEarningsJun 24Ungraded——0——
FRVOFervo EnergyEarningsJun 23Ungraded——0——
ORCLOracleEarningsJun 22Ungraded——0——
MDTMedtronicEarningsJun 18Ungraded——0——
CRDOCredo TechnologyEarningsJun 15Ungraded——0——

PDUFA dates via pdufa.bio

How a catalyst is graded

A print is graded on direction over its own week: the Friday close after the print against the Friday close before it. Above is UP, below is DOWN, and an exactly equal close counts as DOWN. Graded on the week’s close, not on the EPS number. An earnings print, a launch window and an FDA decision are all graded the same way, because the week’s close is the same fact whichever kind of date it was. There is no consensus EPS number here, because buying one needs a data vendor and we would rather grade on something anyone can check for free. A lean is a direction and a confidence between 50% and 99%; the score is the squared distance between what you said and what happened, so being confident and wrong costs more than being unsure and wrong. Sealed means sealed — there is no edit.