Daily US Conference Calendar - 26th August 2026

A routine conference calendar, dominated today by a sell-side technology conference drawing the larger-cap names (Oracle, Intel, Cadence, Qualcomm, with Marvell and Equifax also on the slate) alongside a small-cap investor day format. Conference presentations of this kind rarely carry fresh guidance; the historical pattern is that they reiterate existing messaging, and the sessions that have moved single names have been the ones where management uses the fireside format to pre-announce, update on a contested metric, or take questions on a live issue. The distinctions worth drawing are between the timed slots and the untimed entries, since the former give a precise window for headline risk and the latter can drop at any point, and between the large-cap tech names, where sell-side notes and transcriptions follow quickly, and the small-cap conference, where coverage is thin and any move tends to be a liquidity event rather than information. Past episodes of this kind have produced follow-through mainly when a presentation lands against an already live debate in the stock, such as an AI capex or foundry narrative for the semiconductor names here. Otherwise the calendar is a scheduling reference, not a catalyst in itself.