The Markets Desk — Week 37 · Sat 12 Sept 2026
The week ahead / 30 scheduled catalysts · prices live

What gets tested next, on the names we cover.

Earnings, revenue prints and lock-ups on names we already research. The book and live calls lead; the rest of the watchlist follows by horizon.

A machined aluminium flip calendar on a copper hinge, on paper.

Our book & calls

Names we hold or have a live view onThe calls →
Our book and live calls
SymbolCompanyCatalystInFri closeCoverageStance
MUMicronEarnings · Sep 23T−11975.26StaleLONG
TSMTSMCEarnings · Oct 15T−33433.24FreshLONG
000660.KSSK HynixEarnings · Oct 27T−451812000.00StaleLONG
LITELumentumEarnings · Nov 6T−55927.03StaleLONG
NVDANVIDIAEarnings · Nov 18T−67230.36StaleLONG

This week

Catalysts in the next 7 days
This week
SymbolCompanyCatalystInFri closeCoverageStance
JBLJabilEarnings · Sep 18T−6318.08StaleWATCH

Further out

The rest of the scheduled calendar
Further out
SymbolCompanyCatalystInFri closeCoverageStance
PENGPenguin SolutionsEarnings · Oct 7T−25—StaleWATCH
JNJJohnson & JohnsonEarnings · Oct 15T−33265.58StaleWATCH
APLDApplied DigitalEarnings · Oct 15T−33—FreshWATCH
AAAlcoaEarnings · Oct 16T−3448.26FreshWATCH
ISRGIntuitive SurgicalEarnings · Oct 21T−39369.15StaleWATCH
STLDSteel DynamicsEarnings · Oct 21T−39—FreshWATCH
TDYTeledyne TechnologiesEarnings · Oct 22T−40—StaleWATCH
TXNTexas InstrumentsEarnings · Oct 22T−40—StaleWATCH
CLFCleveland-CliffsEarnings · Oct 23T−4112.06StaleWATCH
FCXFreeport-McMoRanEarnings · Oct 23T−41—StaleWATCH
IRDMIridium CommunicationsEarnings · Oct 23T−4147.30StaleWATCH
KALUKaiser AluminumEarnings · Oct 23T−41—StaleWATCH
MXLMaxLinearEarnings · Oct 23T−4174.57StaleWATCH
QSQuantumScapeEarnings · Oct 23T−41—StaleWATCH
CCICrown CastleEarnings · Oct 23T−4175.62StaleWATCH
GEVGE VernovaEarnings · Oct 23T−41957.27StaleWATCH
OIIOceaneering InternationalEarnings · Oct 23T−4151.09StaleWATCH
INTCIntelEarnings · Oct 23T−41102.94StaleWATCH
TSLATeslaEarnings · Oct 23T−41—StaleWATCH
APHAmphenolEarnings · Oct 23T−4183.92FreshWATCH
EAFGrafTech InternationalEarnings · Oct 26T−446.58StaleWATCH
NEENextEra EnergyEarnings · Oct 26T−4482.31StaleWATCH
HONHoneywellEarnings · Oct 26T−44202.36StaleWATCH
PCGPG&E CorporationEarnings · Oct 26T−4413.80StaleWATCH

Bet with me

Seal a lean on any of these prints before the company reportsThe prints →

The same dates, played rather than watched: state which way the week closes, seal it, and get scored against everyone else who did. Graded on the week’s close, not on the EPS number.

Why we track catalysts

Earnings and scheduled reports are when a thesis gets tested — the print either confirms the story or breaks it, and price tends to gap around the date. Knowing what reports when, on names we already cover, is how we put the work in before the move, not after it.