Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
July 2026
- 30mediumEarningsPWRQuanta Services Q2 2026 resultsTests whether the record $48.5B backlog is translating into accelerating electric-power and data-center connection revenue, the EPC choke on grid build-out.
August 2026
- 05mediumEarningsETNEaton Q2 2026 resultsWatch whether the ~240% data-center order growth and 48% electrical backlog build sustain, confirming the distribution-equipment layer as a durable chokepoint rather than a pull-forward.
Past
- 2026-07-22GE Vernova Q2 2026 results
- 2026-07-07PJM 2028/2029 Base Residual Auction closes