AI Market Watch · Calendar
The next six months
The results, listings and rate decisions that could move a pillar between now and six months out. The timeline starts at today's date, so events drop off as they pass.
Firm dates are drawn solid. A window from press reports, and results not yet announced, are drawn in dashed outline. The small ticks on the rates lane are the monthly jobs and inflation releases. Select any event for the detail below.
- Date announced by the organiser
- Date given by the company, not yet formally announced
- Window from press reports; the company has not set a date
- Not yet announced; placed where the same event fell last year
November 2026
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Anthropic IPO: roadshow, pricing and first trade
The roadshow can start no earlier than 10 November under the SEC's 15-day rule. The Wall Street Journal and Reuters reported a debut as soon as the week of 16 November, and IFR reported 20 November. With Thanksgiving on 26 November the window is narrow, and the date could slip into December. The share count and price range are still blank; IFR reported a raise of $75bn to $100bn. On 5 November Reuters reported that potential investors doubt the roadshow can start the week of 9 November in time for a November listing. On 6 November The Information reported that Anthropic plans to go ahead with the roadshow next week. On 9 November Bloomberg reported that formal marketing could begin as early as 10 November, with some investors discussing a valuation of $1.1tn to $1.3tn. Anthropic has not announced a date, and its latest filing, of 2 November, still has no price range.
Yahoo Finance: Everything you need to know ahead of Anthropic's IPO; Reuters (via Investing.com): AI backlash could threaten Anthropic IPO timing, potential investors say; The Information (via Benzinga): Anthropic to Proceed With IPO Roadshow Next Week; Investing.com (citing Bloomberg): Anthropic IPO targets November debut as valuation expectations fall; IFR: Anthropic takes to stormy waters with US$100bn sink-or-swim IPO -
CoreWeave third-quarter results
The biggest neocloud. Whether debt is still growing faster than revenue, and whether it can raise money other than through secured, contract-backed loans.
CoreWeave: CoreWeave announces date of third quarter 2026 financial results and conference call -
SoftBank Group second-quarter results (fiscal 2026)
The most leveraged backer of OpenAI. Its five-year CDS hit 466bp on 6 November, the widest since October 2022. Watch how it is funding the OpenAI stake and how much more it plans to borrow. The report is due at 3:30pm Tokyo time, before the London open.
SoftBank Group: Earnings Results for Q2 FY2026 -
US inflation (CPI) for October
The other main input to the December rate decision. A hot reading would push yields higher, toward the 5.25% Stressed line.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index -
Nebius third-quarter results
The second large listed neocloud to report after the election. Bloomberg and CNBC reported that Microsoft is tightening oversight of Nebius projects and plans to use fewer neoclouds. Watch for delays, capex guidance and how it plans to fund the build-out.
Nebius Group: Nebius Group announces date of third quarter 2026 results and conference call -
Nvidia third-quarter results (fiscal 2027)
The supplier at the centre of the money loop. Its guidance sets the tone for chip stocks, and much of the money it has invested in customers comes back as orders for its chips.
Nvidia: NVIDIA sets conference call for third-quarter financial results -
Microsoft Ignite, San Francisco
Microsoft's main product conference, opening with Satya Nadella's keynote on 17 November. What it says about Copilot and agent take-up is the demand side of its capital spending.
Microsoft: Secure what's next: your guide to Microsoft Security at Microsoft Ignite 2026
December 2026
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US jobs report for November
The last labour-market reading before the Fed decides.
US Bureau of Labor Statistics: Schedule of releases for the Employment Situation -
Earliest date Stage 3 can be downgraded
The stage moves down only after a month with no new entry evidence. Fresh evidence before then restarts the clock.
Set by the scorecard's own rule: how stages move -
SpaceX: 180-day lock-up ends
The last shares under the standard lock-up can be sold, which completes the staged releases since August. Elon Musk's shares stay locked until June 2027. The next release follows its fourth-quarter results, which have no date yet.
SpaceX (SEC filing): Final prospectus (Form 424B4), lock-up agreements -
Broadcom fourth-quarter results
The custom-chip supplier to Google, Anthropic, OpenAI and Meta, against its own guide of $21.7bn of AI revenue for the quarter. Results come after the US close, with a call at 5pm New York time.
Broadcom: Broadcom Inc. to announce fourth quarter and fiscal year 2026 financial results on Wednesday, December 9, 2026 -
Fed rate decision and projections
The decision on a further rise, with new projections for the path of rates. Every AI bond is priced as a spread over the Treasury yields that follow it.
Federal Reserve: Meeting calendars and information -
US inflation (CPI) for November
Lands the day after the Fed decision, so it shapes how long any rise is expected to last.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index
January 2027
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OpenAI IPO: first quarter of 2027, if it comes
OpenAI filed a confidential draft S-1 in June. Sam Altman has ruled out 2026, and Greg Brockman said on 4 November he thinks it will be ready in 2027. Senior Wall Street executives told the New York Post they expect the first quarter. OpenAI has not set a date.
New York Post: Here's when top Wall Street executives expect OpenAI will launch its blockbuster IPO; The Next Web (citing Reuters): OpenAI will be ready for an IPO in 2027, says Greg Brockman -
US jobs report for December
The first labour-market reading after the December decision.
US Bureau of Labor Statistics: Schedule of releases for the Employment Situation -
US inflation (CPI) for December
The last inflation reading before the January Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index -
Hyperscaler fourth-quarter results
Microsoft, Meta, Alphabet and Amazon set their 2027 capital-spending plans. In the September quarter the five biggest spenders, counting Oracle, spent 116% of the cash their operations brought in. Last year they reported between 28 January and 5 February; none has announced a date yet.
Meta: Meta to announce fourth quarter and full year 2025 results (28 January 2026); Amazon: Amazon.com to webcast fourth quarter 2025 financial results conference call (5 February 2026) -
Fed rate decision
The first meeting of 2027, likely in the same week as the first hyperscaler results if they keep last year's timing.
Federal Reserve: Meeting calendars and information
February 2027
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US jobs report for January
The first labour-market reading after the January decision.
US Bureau of Labor Statistics: Schedule of releases for the Employment Situation -
US inflation (CPI) for January
Input to the March Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index -
Nvidia fourth-quarter results (fiscal 2027)
The first read on whether the hyperscalers' 2027 budgets are turning into chip orders. Last year Nvidia reported on 25 February; it has not announced this year's date.
Nvidia: NVIDIA announces financial results for fourth quarter and fiscal 2026 (25 February 2026)
March 2027
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US jobs report for February
Input to the March Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Employment Situation -
US inflation (CPI) for February
The last inflation reading before the March Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index -
Nvidia GTC, San Jose
Nvidia's annual conference and Jensen Huang's keynote, where it sets out its product roadmap.
Nvidia: NVIDIA GTC 2027 -
Fed rate decision and projections
A meeting with new projections, the same week as Nvidia's GTC.
Federal Reserve: Meeting calendars and information
April 2027
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US jobs report for March
Input to the April Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Employment Situation -
US inflation (CPI) for March
The last inflation reading before the April Fed meeting.
US Bureau of Labor Statistics: Schedule of releases for the Consumer Price Index -
Fed rate decision
The last scheduled meeting inside this six-month view.
Federal Reserve: Meeting calendars and information
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