Sunday, November 1, 2026

NVIDIA Sets November 17 Earnings Call as the Filings Tape Goes Quiet

SharkWater Trading  •  Weekend Desk • Earnings Calendar

NVIDIA Sets November 17 Earnings Call as the Filings Tape Goes Quiet

November 1, 2026

Bottom Line Up Front

NVIDIA (Nasdaq: NVDA) will report fiscal third-quarter 2027 results on Tuesday, November 17, at 2 p.m. PT, for the quarter that ended October 25, 2026, per its October 28 press release as shown on its newsroom. EDGAR feeds for 18 issuers show no new filing dated October 30 or later. The newest watchlist entry is a Nebius (Nasdaq: NBIS) Form 4 and Form 144 pair dated October 29. The Cboe VIX page still shows Friday data: 19.42, up 12.91 percent, against a 17.20 previous close. Nothing updated over the weekend and I found no cause for the move.

The Earnings Date

NVIDIA posted "NVIDIA Sets Conference Call for Third-Quarter Financial Results" on October 28, 2026. The newsroom text reads that the company will host the call on Tuesday, November 17, at 2 p.m. PT (5 p.m. ET). That gives the watchlist a hard anchor. Cloud and data center names (NBIS, IREN, WULF) and the chip group (MU, AVGO, CBRS, WOLF) will trade into that print for the next 16 days.

I read the date off the newsroom listing, not the press release or an 8-K. The matching 8-K, if one exists, is not verified.

What the Filings Show

The newest entries by issuer, as read from EDGAR submissions feeds on November 1, 2026: Nebius, October 29 (Form 144 accession 0001950047-26-010478 and Form 4 accession 0001513845-26-000143, both already covered in the October 30 post). Cerebras (Nasdaq: CBRS), Form 4 on October 28 and Form 144 on October 27, neither opened. Orchid Island (NYSE: ORC), October 23. NVIDIA, October 13. IREN, October 13, a proxy set. Micron, October 15. Rocket Lab, October 2. Everything else last filed in September or earlier.

Issuer Newest feed entry Status
NBIS 2026-10-29 Covered Oct 30
CBRS 2026-10-28 Form contents NOT VERIFIED
ORC 2026-10-23 No change
NVDA, MU, IREN 2026-10-13 to 10-15 No change
RKLB 2026-10-02 No change
AVGO, WULF, LUNR, ASTS, OKLO, SMR, AGNC 2026-09-01 to 09-25 No change
WOLF, RDW, PL, USA 2026-06-25 to 08-25 No change

Source: SEC EDGAR submissions JSON, read 2026-11-01. The fetch tool cut most feeds before the form-type array, so dates and accession numbers are verbatim but form types are not for most rows. A quiet feed is strong evidence, not proof, that nothing was filed.

The Volatility Read

The Cboe VIX page printed a spot of 19.42, a change of +12.91 percent (2.22), an open of 18.43 and a previous close of 17.20, labeled "Data as of 8:15 PM 10/30/2026." The 52-week range is 13.38 to 35.30. This is the same reading as yesterday. The markets are closed, so a refresh would carry no new information until Monday. The page lists its most active VIX call at the 22 strike expiring 11/11/2026 and its most active put at the 11 strike expiring 11/24/2026. I did not pull a chain and do not state premiums.

A harbor on Sunday looks calm because the boats are tied up. The tide table still says what Monday morning looks like.

What I Could Not Verify

No primary-source price or volume exists for any name, so the 5 percent and double-volume screens did not run. Rocket Lab, Intuitive Machines and AST SpaceMobile newsrooms were unreadable (two errors and one robots block). The SEC daily index returned an error. FLY, KEEL, XE, RVI, VCX, ARKVX and THTA did not resolve on EDGAR, so distributions, NAV and premium or discount for the income and pre-IPO group are NOT VERIFIED. The last Destiny Tech100 NAV I have is $34.30 per share as of June 30, 2026.

The Bull Case

  • Known catalyst date. November 17 is fixed, so the watchlist has a dated reason to be repriced.
  • No company shock. No new filing from 18 issuers sits behind Friday's VIX jump.
  • Volatility still low in range. 19.42 is under the midpoint of the 13.38 to 35.30 band.

The Bear Case

  • Event risk is priced in the open. A single print 16 days out can drag every AI-linked name with it.
  • Unexplained VIX jump. A 12.91 percent move with no identified cause is a risk with no handle on it.
  • Blind coverage. No verified price or volume means a move in any name could already be underway.

The SharkWater Take

I am not building a trade off a calendar date and a stale volatility print. The November 17 call is the real event on my board, and everything on the watchlist should be read against it. Until I have Monday's tape, a live chain from my broker and a cause for the VIX move, the setup is not worth taking.

Tight lines, SharkWater

Educational and informational purposes only. Not personalized investment advice. All figures sourced as noted and accurate as of publication. The author may hold positions in securities discussed. Do your own work.