Key Highlights

  • Corning (NYSE:GLW) is expected to report USD 0.89 EPS before the open on October 27, 2026, a figure from one calendar page, with optical fibre demand from data centres a central question.
  • Seagate (NASDAQ:STX) reports after the close on October 27 with consensus of USD 7.49 EPS on USD 4.2 billion of revenue and an implied move of about 11.3%, as AI storage demand takes centre stage.
  • Vertiv (NYSE:VRT) reports before the open on October 28 and options imply a move of about 12.5%, the largest of the four, with GE Vernova at about 8.3% the same day.
  • Amazon (NASDAQ:AMZN) is expected on October 29 with an implied move of about 7.7%, and Goldman Sachs estimates about USD 7.6 trillion of AI capital spending from 2026 to 2031.

Corning (NYSE:GLW): AI optical fibre

Corning (NYSE:GLW) makes glass, optical fibre and related materials, and it is due to report before the market opens on Tuesday, October 27, 2026. Consensus is USD 0.89 EPS, from one earnings calendar page that has carried known data errors, so the number is approximate. It reports alongside three very different companies. Freeport-McMoRan is expected to post USD 0.80 EPS. S&P Global is forecast at USD 4.52 EPS. HCA Healthcare is forecast at USD 6.73 EPS. Results had not been published when this was written, so nothing here describes the actual outcome, and each figure should be refreshed once the numbers are public. Each figure is a single estimate, not a range. Corning (NYSE:GLW) is tied to optical fibre demand from data centres and telecom networks, which links it to the AI build-out. Freeport is a copper miner, so its earnings depend on the metal price, with copper at USD 6.544 a pound on the latest data. S&P Global earns fees from ratings and market data, which depend on debt issuance and trading activity. HCA Healthcare runs hospitals, so admissions, labour costs and payer mix drive its profit. HCA Healthcare (NYSE:HCA) is forecast at USD 6.73 EPS, and its mix of admissions and outpatient visits is closely watched.

Seagate (NASDAQ:STX): AI storage

Seagate (NASDAQ:STX) makes hard drives and data storage products, and it is due to report after the market closes on Tuesday, October 27, 2026. Consensus is USD 7.49 EPS on USD 4.2 billion of revenue, from one earnings calendar page that has carried known data errors. NXP Semiconductors, a maker of automotive and industrial chips, is expected to report USD 4.17 EPS on USD 3.8 billion. F5, a network software company, is also due. Options markets imply moves of about 11.3%, 12.5% and 12.2% respectively, which measure size and not direction. Reports differ on whether SK hynix reports on Tuesday after the close or on Wednesday. Results had not been released when this was written. Storage matters for AI because training and running models create huge volumes of data that must be held somewhere, and high-capacity drives are one low-cost place. The semiconductor sector bounced strongly on October 26, with Nvidia closing at USD 216.00, up 2.39%, and the iShares Semiconductor ETF (NASDAQ:SOXX) reported to have drawn a USD 5.4 billion weekly inflow, a figure from one data release. NXP and F5 add automotive, industrial and network exposure. NXP and F5 add automotive, industrial and network exposure to the evening. The main risk is that guidance disappoints after a sharp rebound, leaving the shares exposed to a quick reversal.

Vertiv (NYSE:VRT): Power and cooling

Vertiv (NYSE:VRT) is due to report before the market opens on Wednesday, October 28, 2026, and options markets imply a move of about 12.5% after the release. GE Vernova is priced for about 8.3%. These implied moves measure how big a swing traders expect, not the direction, and come from one earnings calendar page. Results had not been released when this was written, and consensus numbers for revenue and earnings were not captured, so the article cannot compare reported figures with expectations. The size of the implied move shows how much traders believe the outlook will matter for a company seen as a direct beneficiary of data-centre spending. The calendar also shows results from other companies that morning. AI data centres draw huge amounts of electricity and produce heat, so operators need power equipment and cooling systems. The company sells thermal management and power products to those facilities, while GE Vernova sells gas turbines, grid equipment and wind products to utilities and developers. Investors treat both as picks-and-shovels plays on the AI build-out. The theme drew new attention on October 26, when Meta Platforms (NASDAQ:META) announced plans to raise up to USD 95 billion for AI infrastructure and SpaceX said it had closed USD 40 billion of financing for AI chips.

Amazon (NASDAQ:AMZN): Cloud and retail

Amazon (NASDAQ:AMZN) is expected to report on Thursday, October 29, 2026, and options markets imply a move of about 7.7% after the release. Intel is priced for about 10.7%. The same calendar lists several other large reporters. Merck (NYSE:MRK) is listed for Thursday, though that comes from one source. Mastercard (NYSE:MA) is listed on the same basis. Caterpillar (NYSE:CAT) is listed as well. Eli Lilly (NYSE:LLY) is on the same calendar. Starbucks (NASDAQ:SBUX) completes the large names. Coinbase and Strategy carry implied moves of about 10.0% and 9.3%. Consensus figures were not captured, and Apple's date was not found, so this is a preview. Options prices change as the date nears, so these figures can move. Investors want to know whether the cloud arm of the online retailer is growing fast enough to justify heavy capital spending, how consumer demand is holding up, and what the company says about logistics costs and AI. Intel will be read for signs of progress in its manufacturing plans and demand for its chips. The reports follow Alphabet and Microsoft on October 28 and come after Meta Platforms (NASDAQ:META) and Tesla reported the week before. Goldman Sachs estimates about USD 7.6 trillion of AI capital spending from 2026 to 2031, an estimate that frames the debate over whether spending will earn a return.

Where Things Stand

The answer is that the four companies cover glass, storage, power and cloud, so together they test whether AI spending is flowing through the supply chain. Corning (NYSE:GLW) is the materials name. Seagate (NASDAQ:STX) is the storage name. Vertiv (NYSE:VRT) is the power and cooling name. Amazon is the cloud and retail name. Implied moves run up to 12.5% and measure size, not direction. Consensus is limited, so each article is a preview. This is not investment advice.