Daily US Conference Calendar 28th September 2026: AMD, DE, COP, EOG

The bulk of the slate is energy, with a large E&P and oilfield services contingent at the PEP energy conference (COP, EOG, HAL, PTEN, MTDR, OVV and a long tail of smaller names), a pattern that has historically produced commentary on capex discipline, activity levels and well productivity rather than fresh guidance. Conference presentations of this kind rarely move the large caps on their own; where they have mattered in the past is when management signals a shift in capital return, spending or hedging posture, and when the read-across from one operator to its basin peers moves the group rather than the single name. The mining forum block and AMD's appearance at Yotta offer the main non-energy touchpoints, with semiconductor and data-centre adjacent commentary having been the more headline-prone category in recent cycles. Follow-ons worth noting are any slide decks or transcripts posted after the presentations, and whether broker notes pick up a common thread across the energy names, which is the usual mechanism by which these sessions translate into sector-level moves.