EVENTS:   The AI Boom Will Flame Out, but the Next Cycle Will Still Be Capex-Led - Gerard Minack/Minack Advisors - 27 Oct 26     ROADSHOWS: US Communication Equipment and Cloud Infrastructure - Mike Genovese /Rosenblatt Securities   •   London   21 - 21 Oct 26       China Macro, Policy & Global Markets Outlook - William Hess & Song Gao /PRC Macro   •   London   22 - 22 Oct 26       Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26