Selected company developments and economic releases relevant to the portfolio.
This is a selective editorial calendar, maintained separately from portfolio updates. Only the Moderna ESMO entries labelled “Personally followed” are confirmed personal watches. Other events are selected for their relevance.
The clinical data add evidence about the efficacy and safety of Moderna’s individualized cancer-therapy program.
Published symposium start; a more precise speaker slot has not been verified.
Source: 24 October 2026 at 16:30 CEST. UTC: 2026-10-24 14:30 UTC.
Official source →Management’s discussion provides context for the ESMO clinical results and the development program.
Source: 24 October 2026 at 19:00 CEST. UTC: 2026-10-24 17:00 UTC.
Official source →The early-stage study adds evidence on extending Moderna’s individualized cancer therapy beyond melanoma.
Session ends at 13:45 EET in Bucharest.
Source: 25 October 2026 at 12:00 CET. UTC: 2026-10-25 11:00 UTC.
Official source →The rate decision and policy message affect financing costs and the discount rates applied to future corporate earnings.
Press conference: 20:30 EET in Bucharest.
Source: 28 October 2026 at 14:00 EDT. UTC: 2026-10-28 18:00 UTC.
Official source →Cloud revenue, AI spending and margins help assess Microsoft’s business and demand across the portfolio’s chip suppliers.
Source: 28 October 2026 at 14:30 PDT. UTC: 2026-10-28 21:30 UTC.
Official source →PCE prices and consumer spending inform inflation and demand expectations that influence interest rates and corporate revenue.
Source: 29 October 2026 at 08:30 EDT. UTC: 2026-10-29 12:30 UTC.
Official source →The first Q3 growth estimate provides context for customer demand and business investment across the portfolio.
Source: 29 October 2026 at 08:30 EDT. UTC: 2026-10-29 12:30 UTC.
Official source →AWS growth and infrastructure spending connect Amazon’s results with demand for the portfolio’s AI and semiconductor holdings.
Source: 29 October 2026 at 17:00 EDT. UTC: 2026-10-29 21:00 UTC.
Official source →Data-center sales, margins and product commentary help assess demand for AMD’s processors and AI accelerators.
Source: 3 November 2026 at 17:00 EST. UTC: 2026-11-03 22:00 UTC.
Official source →Revenue, operating costs and pipeline updates show how Moderna is funding and developing its business.
Source: 6 November 2026 at 08:00 EST. UTC: 2026-11-06 13:00 UTC.
Official source →Employment and wage data inform consumer demand and the Federal Reserve’s assessment of the economy.
Source: 6 November 2026 at 08:30 EST. UTC: 2026-11-06 13:30 UTC.
Official source →Consumer-price data can change inflation and interest-rate expectations that feed into equity valuations.
Source: 10 November 2026 at 08:30 EST. UTC: 2026-11-10 13:30 UTC.
Official source →The event offers a scheduled opportunity to review management’s business and development priorities.
Recheck the official source for a start time.
Official source →Data-center revenue, margins and guidance provide a direct check on AI-infrastructure demand across several portfolio holdings.
Recheck the official source for a start time.
Official source →The release updates the inflation and spending picture ahead of the Federal Reserve’s December meeting.
Source: 25 November 2026 at 08:30 EST. UTC: 2026-11-25 13:30 UTC.
Official source →This calendar is not automatically maintained. A passed date does not confirm that an event took place as scheduled.