August 2026 is the Q2 2026 wrap-up window — the megacaps have already printed in late July, and now the second wave of catalysts hits: $NVDA's mid-August report (the single most-watched earnings event of the year), the retail heavyweights ($WMT, $HD, $TGT), Chinese tech ($BABA), and the software / cybersecurity late reporters ($CRM, $CRWD, $DELL). The visual below is the one-page cheat sheet: every major ticker, the day it reports, and whether it prints before the open or after the close.
The full August 2026 earnings calendar — at a glance
Save this chart, screenshot it, pin it to your trading desk. It covers all five reporting weeks of August 2026, color-coded by sector, split by before-open and after-close prints. The peak-density windows are the week of Aug 3 (AI hardware + consumer discretionary), the week of Aug 10 (retail), and the week of Aug 17, which is anchored by Nvidia (NVDA) after the close on Wednesday — the single biggest single-name catalyst on the calendar.
Week of August 3 — AI hardware, consumer, pharma
The week opens with Palantir (PLTR) Monday, then AMD and Super Micro (SMCI) on Tuesday — the first read on AI server demand after Nvidia's late-July commentary and the hyperscaler capex guides from the July megacap cluster. Disney (DIS) prints Thursday for the streaming/parks read. Friday is dense: Uber (UBER), Eli Lilly (LLY) and Caterpillar (CAT) before the open; Airbnb (ABNB) and Shopify (SHOP) after the close.
Week of August 10 — retail week
Walmart (WMT) opens the retail cluster Monday, followed by Home Depot (HD) Tuesday, Cisco (CSCO) Wednesday, and Applied Materials (AMAT) Thursday for the semi-equipment read. Friday brings Deere (DE), Target (TGT), and Alibaba (BABA). The retail prints together tell you whether the U.S. consumer is still trading down or if premium categories are holding — the same debate the July airline prints kicked off.
Week of August 17 — Nvidia week
This is the week the whole quarter builds toward. Salesforce (CRM) prints Monday and Zoom (ZM) Tuesday, but the market is really waiting for Nvidia (NVDA) Wednesday after the close. Data-center revenue, forward capex tone from hyperscaler customers, and any commentary on Blackwell / next-gen ramp are the three lines that move the entire semi complex overnight. Workday (WDAY) reports Thursday and Intuit (INTU) Friday. Size hedges around Wednesday's close, not the following Monday.
Week of August 24 — security, hardware, apparel
CrowdStrike (CRWD) opens Monday with the cybersecurity read, Dell (DELL) Tuesday for AI server pull-through post-NVDA, and Marvell (MRVL) Wednesday to close out the semi cycle. Lululemon (LULU) Thursday and Gap (GAP) Friday finish the consumer discretionary tape before the Labor Day slowdown. By Friday's close, ~95% of S&P 500 Q2 reports are in the books.
How to use the calendar
1. Two weeks before each cluster, build a watchlist of the 5–8 names with the largest implied moves. 2. Size into defined-risk option structures (verticals, calendars) — never naked into earnings, and especially not into Nvidia on Aug 19. 3. Use the before-open vs after-close split to plan overnight exposure: an after-close print held into the next session is a different risk than a before-open print sized at the bell. 4. Track sector read-throughs in real time — the retail prints on Aug 10–14 will call the tune for the September consumer trade, and Nvidia on Aug 19 will re-price the entire AI capex complex within minutes.
Use this on Earnings Compass
Frequently asked questions
- When does Nvidia report Q2 2026 earnings?
- Nvidia (NVDA) reports Q2 FY2027 earnings after the close on Wednesday, August 19, 2026. It's the single most-watched print on the August calendar and typically moves the entire semiconductor complex and AI-adjacent names within minutes of the release.
- Which megacaps and heavyweights report in August 2026?
- The biggest August prints are NVDA (Aug 19), WMT and HD (retail, week of Aug 10), CRM (Aug 17), AMD and SMCI (Aug 4–5), LLY (Aug 7), BABA (Aug 14), DIS (Aug 6), and DELL / CRWD / MRVL / LULU in the week of Aug 24. Most of the mega-cap tech tape (MSFT, GOOGL, META, AAPL, AMZN) already reported in late July.
- What's the biggest catalyst in August 2026?
- Nvidia on August 19 — the data-center revenue print and forward-quarter guide reset the AI capex thesis for the whole complex. The retail cluster (WMT / HD / TGT) in the week of Aug 10 is the second-biggest driver, giving the cleanest read on the U.S. consumer heading into the fall.