Akros Enhanced World ex Australia Index

Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.

Dell Technologies is scheduled to report fiscal 2027 second-quarter results on September 3, 2026, at 3:30 p.m. CDT, after the U.S. market close.

Credo is estimated to release first-quarter fiscal 2027 results on September 2, 2026, based on its prior reporting schedule.

HPE's fiscal Q3 2026 earnings release is estimated for September 2, 2026.

Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.

Ross Stores is estimated to release fiscal Q2 2026 results on August 20, with prior guidance of 6%-7% comparable-sales growth and EPS of $1.85-$1.93.

Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.

Coherent Corp. is scheduled to release fourth-quarter and full fiscal-year 2026 financial results after the NYSE close on August 12, 2026.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 financial results after the market closes on August 11, 2026.

Canadian Natural Resources is scheduled to release its 2026 second-quarter results on August 6, 2026.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Manulife is scheduled to release its second-quarter 2026 financial results after market close on August 5, 2026.

MKS Inc. is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

Sandisk is scheduled to report fiscal fourth-quarter and full-year 2026 results and hold its earnings call on August 5, 2026.

Suncor Energy is scheduled to release its second-quarter 2026 financial results before 5:00 p.m. MT on August 4, 2026.

Astera Labs is scheduled to release its second-quarter 2026 financial results after the market closes on August 4, 2026.

Caterpillar is scheduled to release second-quarter 2026 financial results before the U.S. market opens on August 4, 2026, followed by an analyst webcast and teleconference.

Rockwell Automation is scheduled to report third-quarter fiscal 2026 results before the U.S. market opens on August 4, 2026.

Cameco is scheduled to release its 2026 second-quarter results before markets open on July 31, 2026, followed by an 8:00 a.m. ET conference call.

Leonardo's Board of Directors is scheduled to approve the First Half Report 2026 on 2026-07-30.

Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.

Cenovus Energy is scheduled to release its second-quarter 2026 operating and financial results on July 29, 2026.

Fortinet is scheduled to release second-quarter 2026 financial results after market close on July 29, 2026, followed by a 4:30 p.m. EDT conference call.

Vertiv is scheduled to release second-quarter 2026 results before market open on July 29, 2026, followed by an 11:00 a.m. Eastern Time conference call.

Bloom Energy is scheduled to release its second-quarter 2026 financial results after market close on July 28, 2026.

Corning is scheduled to report second-quarter 2026 financial results and hold its earnings call on July 28, 2026, before the U.S. market opens.

CN is scheduled to release its second-quarter 2026 financial and operating results before the market opens on July 24, 2026.

Lockheed Martin is scheduled to publish its second-quarter 2026 results before the U.S. market opens on July 23, 2026.

CN and Union Pacific signed a binding memorandum of understanding to expand reciprocal network access through Chicago and between Memphis and Eagle Pass.

Leonardo and Lockheed Martin signed an agreement to pursue expanded C-130J maintenance, repair and overhaul services across Europe and MENA.

Saudi Arabia's The Helicopter Company placed a firm additional order for 11 Leonardo AW139 intermediate twin-engine helicopters.

Leonardo and PT ESystem Solutions Indonesia signed a contract to supply Indonesia's Ministry of Defence with 12 M-346 F Block 20 multirole light fighter aircraft.

Astera Labs announced 3.2T Taurus Smart Retimers and Smart Redrivers for AI-infrastructure Ethernet connectivity on July 21, 2026.

JPMorgan raised its Bloom Energy price target to $346 from $267 and maintained its Overweight rating.

Fortinet and Intel announced a collaboration on July 21, 2026 to develop Fortinet Security Processor 6 (SP6), with Fortinet becoming Intel’s first publicly named cybersecurity silicon customer.

Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.

Vertiv announced investments at its Tognana, Italy campus to expand manufacturing and integrated testing capacity for data-center cooling systems.

NVIDIA's Schedule 13G filed on July 20, 2026 disclosed beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3%, largely through a warrant acquired in its March investment.

Barclays upgraded Lumentum to Overweight from Equal Weight, citing stronger confidence in AI-networking demand and the risk/reward after the share-price pullback.

Ross Stores announced that it opened 47 stores in June and July 2026—35 Ross Dress for Less and 12 dd's DISCOUNTS—while remaining on track for about 110 openings in fiscal 2026.

Nebius announced that its subsidiaries entered a first senior secured term-loan facility of approximately $775 million to finance AI-cloud buildout.

IDF and Oaktree announced a $1.7 billion project investment to deploy Bloom Energy fuel cells for Nebius AI cloud infrastructure.

Lockheed Martin was selected as prime contractor for USSOCOM's potential $10.5 billion, 12-year SOF GLSS II logistics and sustainment contract.

Micron completed strategic customer agreements with automotive ecosystem partners including Qualcomm, Visteon and HARMAN to support long-term memory and storage supply.