Market Briefing / Adhoc Analysis / July 2, 2026 Adhoc Analysis — July 2, 2026 Q2 Earnings Season: Hyperscalers, Memory & Storage
As of July 2, 2026 | Source: Yahoo Finance
Earnings Calendar (Ordered by Date)
Date Ticker Company Sector Date Status Jul 22, 2026 IBM IBM Hyperscaler Confirmed Jul 23, 2026 GOOG Alphabet Hyperscaler Estimated Jul 28, 2026 STX Seagate Technology Storage Estimated Jul 29, 2026 META Meta Platforms Hyperscaler Estimated Jul 29, 2026 MSFT Microsoft Hyperscaler Estimated Jul 29, 2026 WDC Western Digital Storage Estimated Jul 30, 2026 AMZN Amazon Hyperscaler Estimated Aug 4, 2026 SMCI Super Micro Computer Storage Estimated Aug 26, 2026 NVDA Nvidia Memory/HBM Estimated Aug 27, 2026 MRVL Marvell Technology Memory Estimated Aug 28, 2026 BABA Alibaba Hyperscaler Confirmed Sep 3, 2026 AVGO Broadcom Memory Estimated Sep 9, 2026 ORCL Oracle Hyperscaler Estimated Sep 23, 2026 MU Micron Technology Memory Estimated
Key Clusters
Window Names Theme Jul 22–30 IBM, GOOG, STX, META, MSFT, WDC, AMZN Hyperscaler + Storage week Aug 4 SMCI Server/storage bellwether Aug 26–28 NVDA, MRVL, BABA AI semis + China cloud Sep 3–23 AVGO, ORCL, MU Custom silicon, cloud infra, DRAM
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