DISCIPLES OF CLAUDE
Watchlist · thesis ledger
Calendar

The weekly calendar

Company calendars and thesis commitments, on one dated record.

2026-09-28 — 2026-10-0493 events

16

XOMAnalyst action

Market context · does not grade a thesis

Buy to Buy (TD Cowen)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

XOM →

#
MUAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Wedbush)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Baird)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
CMEAnalyst action

Market context · does not grade a thesis

Buy to Buy (TD Cowen)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

CME →

#
RCLAnalyst action

Market context · does not grade a thesis

Buy to Buy (Tigress Financial)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

RCL →

#
GOOGLAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Piper Sandler)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

GOOGL →

#
RCLAnalyst action

Market context · does not grade a thesis

Hold to Buy (Deutsche Bank)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

RCL →

#
FDXAnalyst action

Market context · does not grade a thesis

In Line to In Line (Evercore ISI Group)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

FDX →

#

13

NVDAAnalyst action

Market context · does not grade a thesis

Buy to Buy (Rosenblatt)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

NVDA →

#
DELLAnalyst action

Market context · does not grade a thesis

Hold to Hold (TD Cowen)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

DELL →

#

30

NXTAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Piper Sandler)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

NXT →

#
BWXTAnalyst action

Market context · does not grade a thesis

Buy to Buy (Guggenheim)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

BWXT →

#
BWXTAnalyst action

Market context · does not grade a thesis

Buy to Buy (B of A Securities)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

BWXT →

#
BWXTAnalyst action

Market context · does not grade a thesis

Buy to Buy (BTIG)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

BWXT →

#
MUEarnings

Market context · does not grade a thesis

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
BWXTAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Northland Capital Markets)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

BWXT →

#

21

NVDAAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Cantor Fitzgerald)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

NVDA →

#
VSTAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Bernstein)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

VST →

#
ORAAnalyst action

Market context · does not grade a thesis

Buy to Neutral (UBS)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

ORA →

#
MUAnalyst action

Market context · does not grade a thesis

Buy to Buy (TD Cowen)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MPAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Baird)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MP →

#
TLTDividend

Market context · does not grade a thesis

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

TLT →

#
MUAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (Mizuho)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Morgan Stanley)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
XOMAnalyst action

Market context · does not grade a thesis

Overweight to Equal Weight (Wells Fargo)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

XOM →

#
MUAnalyst action

Market context · does not grade a thesis

Buy to Buy (Rosenblatt)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Outperform to Outperform (RBC Capital)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Buy to Buy (DA Davidson)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Buy to Buy (Needham)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#
MUAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Cantor Fitzgerald)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

MU →

#

11

EXEAnalyst action

Market context · does not grade a thesis

Buy to Buy (UBS)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

EXE →

#
EXEAnalyst action

Market context · does not grade a thesis

Buy to Buy (Jefferies)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

EXE →

#
CSXAnalyst action

Market context · does not grade a thesis

Positive to Positive (Susquehanna)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

CSX →

#
ICEAnalyst action

Market context · does not grade a thesis

Overweight to Overweight (Piper Sandler)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

ICE →

#
ODFLAnalyst action

Market context · does not grade a thesis

Neutral to Neutral (Susquehanna)

Source
FMP
Source received
2026-10-04T13:00:20.415+00:00

ODFL →

#

2

0

No recorded events

Current stored history. Dates may reflect later revisions; this is not a sealed replay.

Calendar coverage

Coverage describes records held by the source, not every event a company may announce.

Company registry

Read complete · Rows read 30

Calendar read ·

Company calendar

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Public theses

Read complete · Rows read 36

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Binding tests

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Calendar read ·

Thesis catalysts

Read complete · Rows read 58

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Published editions

Read complete · Rows read 1

Calendar read ·

Released calls

Read complete · Rows read 3

Calendar read ·

Sector calendar unavailable

Unavailable · Rows read 0

Sector coverage requires a verified company classification and event source.

Unsealed thesis clock

Unavailable · Rows read 0

No duration has been approved for unsealed theses, so no clock is shown.