--- title: "Mid-Quarter Investor Conference Calendar: Stocks Heat Up Heading Into Autumn" type: "News" locale: "en" url: "https://longbridge.com/en/news/295681551.md" description: "Global equities are near all-time highs, driven by strong Q2 earnings growth and favorable macro factors. The S&P 500 is up low teens year-to-date, with AI capex and tariff refunds boosting profitability. However, concerns exist regarding the sustainability of these EPS-boosting factors. Key upcoming events include Intel's equity offering and major investor conferences in August and September, such as Goldman Sachs' Communacopia Technology Conference, which will focus on tech, semiconductors, and consumer trends." datetime: "2026-08-12T14:48:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295681551.md) - [en](https://longbridge.com/en/news/295681551.md) - [zh-HK](https://longbridge.com/zh-HK/news/295681551.md) --- # Mid-Quarter Investor Conference Calendar: Stocks Heat Up Heading Into Autumn Traders said _sayonara_ to the summer swoon to kick off August. The S&P 500 posted its best week since April following a slew of so-called “clearing events” that ranged from a partial hedge fund liquidation to a controversial Fed meeting to mega-cap tech earnings.​ Then, earlier this month, a surprise coordinated currency intervention between the U.S. Treasury and Japan pressured the dollar, allowing for even more gains as we approach Q3’s halfway point.​ ### A Lot Has Gone Right**​** All told, global equities are near all-time highs, despite the sharp June-July semiconductor drawdown. Fundamentally, an eye-popping 50% Q2 SPX earnings growth rate fuels the rally. Of course, it has been a perfect storm of sorts for domestic large-cap profitability. ​ Consider that gains on equity holdings for some of the largest firms are more than just icing on the earnings cake, tariff refunds are hitting corporate coffers, and AI- and OBBBA-fueled capex juices the index’s short-term aggregate profit. There may even be lingering tax refunds being spent at the consumer level, along with the late-Q2 World Cup boost.​ ### The Easy Comps Won’t Last Forever**​** Toss it all together, and the S&P 500 is up low teens this year, potentially on the way to another 20%+ annual heater. Not to cast a rain cloud over the record-high party, but it’s possible that the myriad aforementioned EPS-boosting factors could seriously raise the profit bar in the out year, and probably beyond. It’s not on investors’ minds heading into the fall conference season, but push might soon come to shove.​ ### Capex Is the New Scorecard**​** In the here and now, nothing is the talk of the Street like AI. While there are other x-factors, few headlines sway stocks like a major NVIDIA partnership or investment commitment from a hyperscaler. The last few months remind traders that the pendulum can swing both ways. As we hinted at leading into the Q2 earnings season, it’s really capex that matters more than the bottom line.​ The latest concerning news came Monday, when Intel announced a major equity offering. The move continues a trend of increasing issuance. Be on the lookout for pointed questions from analysts directed toward Intel’s management team at the upcoming Hot Chips 2026 conference, held August 23 to 25.​ ### September Could Bring the Next Catalyst**​** Then, in September, Goldman Sachs’ Communacopia Technology Conference is arguably the _coup de grâce_ of the season. Tech and Communication Services giants from around the world will flock to San Francisco from the 8th to the 11th. By then, NVIDIA earnings will be in hand, and we’ll already be looking forward to the third-quarter reporting period.​ ### Diners Ditching Salads & Pizza**​** Consumer trends are also up for debate. This summer, U.S. inflation-adjusted retail sales finally eclipsed the 2021 peak, despite lousy sentiment and this year’s gas price jump. Travel companies remain some of the biggest YTD winners, while restaurant stocks have been a mixed bag. Casual dining names are largely up, but the cyclospora outbreak prompts customers to think twice before ordering a big salad. Papa Johns, meanwhile, suspended its dividend due to troubled same-store sales. Like a buffet, there’s a little something for everyone right now.​ ### The Calendar Gets Busy From Here**​** Lots of topics. Plenty of drama. Here are the conferences to track through the end of September:​ **Information Technology & Communication Services ****August 12:** Needham Virtual AI Infrastructure Conference **August 17:** Rosenblatt Securities 6th Annual Age of AI Technology Summit **August 19:** Needham 7th Annual Semiconductor and SemiCap 1X1 Conference **August 23:** Hot Chips **August 24:** Jefferies Semiconductor, IT Hardware & Communication Technology Conference **August 26:** Deutsche Bank Technology Conference **September 1:** Barclays Media and Telecom Conference **September 8:** Citi Global Technology, Media and Telecommunications TMT Conference **September 8:** Goldman Sachs Communacopia Technology Conference **September 9:** Bank of America Media, Communications & Entertainment Conference **September 9:** Wolfe Research TMT Conference **September 10:** JP Morgan Rising Tech Leaders Forum **September 15:** BMO TMT Conference **September 15:** Salesforce DREAMFORCE **Health Care** **August 19:** 19th Annual Piper Sandler MedTech and Diagnostics California Bus Tour **September 3:** Jefferies ‘Back to School’ Healthcare Fireside Chat **September 4:** Wells Fargo Healthcare Conference **September 8:** Wells Fargo 21st Annual Healthcare Conference **September 9:** Cantor Fitzgerald Global Healthcare Conference **September 9:** CITI Biopharma Back to School Summit **September 10:** UBSs Athletic Training & Lifestyle Innovation Day **September 14:** Morgan Stanley 24th Annual Global Healthcare Conference **September 16:** Deutsche Bank Healthcare Summit **September 15:** Baird Global Healthcare Conference **September 22:** Bank of America Global Healthcare Conference​ **Consumer Discretionary & Consumer Staples ****August 12:** JP Morgan Auto Conference **September 8:** Berenberg Food Ingredients & Chemicals Conference **September 15:** Goldman Sachs 33rd Annual Global Retailing Conference **September 17:** UBS Luxury Conference **September 22:** Wells Fargo 9th Annual Consumer Conference **September 23:** Bernstein Consumer Conference **September 24:** JP Morgan Beauty Conference​ **Financials & Real Estate ****August 13:** 8th Annual Needham Virtual Fintech & Digital Transformation Conference **September 3:** Goldman Sachs Real Estate Equity and Debt Conference, London **September 8:** Barclays Global Consumer Staples Conference **September 9:** KBW Keefe, Bruyette & Woods (KBW) Insurance Conference **September 9:** Evercore ISI 18th Annual Evercore Real Estate Conference **September 13:** Barclays Global Financials CEO Conference **September 14:** Barclays 24th Global Financial Services Conference **September 15:** Oppenheimer Fintech Leaders Conference **September 16:** UBS Fintech One-on-One Conference **September 16:** Bank of America Securities Global Real Estate Conference **September 22:** Bank of America Securities 31st Annual Financials CEO Conference**​** **Industrials ****August 12:** Barclays 10th Annual Building & Building Products Conference **August 12:** Raymond James Virtual Industrials Showcase **August 17:** Needham 15th Annual Industrial Tech, Robotics, & Power 1×1 Conference **September 8:** BNP Paribas Global Aerospace & Defense Conference **September 8:** Deutsche Bank 16th Annual Aviation Forum **September 8:** Morgan Stanley Industrial CEOs Unplugged **September 9:** UBS Business Services and Leisure and Transport Conference **September 9:** Jefferies Industrials Conference **September 22:** BNP Paribas Business and Leisure & Transport Conference **Energy & Utilities** **September 1:** Deutsche Bank dbAccess Back to School Utilities Conference **September 8:** Barclays 40th Annual Energy-Power Conference **September 9:** Jefferies Renewables, Clean Energy and E&C Conference **September 16:** Exane BNP Paribas ESG Conference **September 23:** BNP Paribas Annual Power Up Conference **September 23:** TD Cowen 3rd Annual Energy Conference **September 29:** Wolfe Research Utilities, Midstream & Clean Energy Conference​ **Materials** **September 9:** UBS Global Materials Conference **September 22:** Precious Metals Summit Beaver Creek 2026 **September 27:** Mining Forum Americas (Denver Gold Forum) 2026 **September 29:** Bank of America Building Materials & Construction Conference​ **Regional** **August 31:** Goldman Sachs Asia Leaders Conference **September 1:** HSBC 13th Annual China Conference **September 2:** Deutsche Bank dbAccess European TMT Conference **September 8:** Citi Global Emerging Markets (GEMS) Conference **September 9:** UBS Global Emerging Markets (GEM) Conference **September 9:** JP Morgan European Leveraged Finance Conference **September 13:** Morgan Stanley Annual Latin America Conference **September 15:** Goldman Sachs European Communacopia Conference **September 15:** JP Morgan Emerging and Frontier Markets Opportunities Conference **September 15:** Morgan Stanley European Utilities and Energy Summit **September 18:** Morgan Stanley European Technology, Media & Telecom (TMT) Conference **September 20:** Berenberg/Goldman Sachs 15th German Corporate Conference (GCC) **September 22:** Citi China Industrial SMID Transport Conference​ **Investor-Specific & Multi-Sector ****August 12:** Mizuho Industrials & Chemicals Conference **August 19:** Sidoti August Virtual Micro-Cap Conference **August 24:** JP Morgan Aspen Summit **September 14:** Piper Sandler 5th Annual Growth Frontiers Conference **September 15:** Morgan Stanley 14th Annual Laguna Conference **September 22:** JP Morgan U.S. All Stars Conference **September 24:** Deutsche Bank Investor & Issuer Bond Forum **September 28:** Deutsche Bank 34th Annual Leveraged Finance Conference **Twitter: @ChristineLShort** _The author may hold positions in mentioned securities. 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