Akros Google Value Chain Index

Lumentum's next earnings release for Q4 2026 is scheduled for August 11, 2026; high importance as a primary volatility driver scheduled.

Celestica is scheduled to release its Q2 2026 financial results on July 27, 2026; market analysis predicts a price impact of over 10% based on historical volatility during earnings, scheduled.

Importance is estimated as the event is in the future. Q2 2026 earnings release scheduled.

Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.

Q2 2026 financial results scheduled.

Cash dividend of TWD 5.5 per share (ex-date 2026-07-08, payment 2026-07-31). Significant dividend payout is expected to result in a >10% price impact; scheduled.

Cash dividend ex-date for a payment of NT$24.5 per share on 2026-07-07; low impact expected as price typically adjusts by the dividend amount scheduled.

Ex-dividend date for 2025 cash dividend. The dividend was adjusted on 2026-06-04 to TWD 9.8122978 per share from the original TWD 10 due to convertible bond conversions.

Quarterly dividend of $0.25 per share, with an ex-dividend date of June 23, 2026, and payable on July 15, 2026.

Ex-dividend date for a quarterly cash dividend of $0.65 per share on June 22, 2026. This routine corporate action, with payment on June 30, 2026, typically results in a minor price adjustment of approximately 1% expected.

Amie Thuener is scheduled to succeed Kirsten Spears as Chief Financial Officer, effective June 12, 2026. This executive transition, announced on April 2, 2026, is expected to have a low market impact scheduled.

TSMC's shares will trade ex-dividend on 2026-06-11 for a declared quarterly cash dividend of approximately $0.95 per share to be paid in July 2026; a price impact of over 5% is estimated based on the dividend yield scheduled

On 2026-06-08, 324,450 shares from the company's third employee stock incentive plan are scheduled to be listed.

Participated in an investor conference held by Citibank on 2026-06-05, following a Goldman Sachs conference on 2026-06-02, to discuss operational overview.

Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.

May 2026 revenue of TWD 208.4 billion (162.14% YoY increase). Record-breaking revenue growth is expected to result in a >10% price impact; expected.

Ciena reported fiscal Q2 2026 results with revenue of $1.57B and adj. EPS of $1.64, beating expectations and raising full-year guidance, but the stock fell over 15% due to unmet AI growth expectations.

Investor conference stating AI business reached 79% of Q1 2026 revenue. Transformation into an AI 'super integrator' is expected to result in a >5% price impact; expected.

Broadcom reported Q2 2026 revenue of $22.2B and non-GAAP EPS of $2.44 on June 3, 2026, beating analyst estimates. However, the stock fell over 14% in after-hours trading as its Q3 AI revenue guidance of ~$16B fell short of elevated investor expectations.

The UK's Competition & Markets Authority (CMA) announced on June 3, 2026, new conduct requirements for Google's AI-powered search, giving publishers more control over their content.

Nvidia CEO Jensen Huang called Marvell the "next trillion-dollar company" at the Computex 2026 conference on 2026-06-02, leading to a significant stock price surge.

Announced new investments in France on 2026-06-02, including a semiconductor packaging joint venture and AI infrastructure partnership. Low importance is estimated as strategic impact is positive but immediate reaction is limited; scheduled.

Alphabet announced an $80 billion equity capital raise on June 1, 2026, to fund AI infrastructure, including a $10 billion investment from Berkshire Hathaway. The offering was upsized to approximately $85 billion on June 3, 2026, due to high demand. This massive capital raise is expected to have a high price impact due to significant dilution.

Announced a private exchange of approximately $650.4 million of its 0.50% convertible senior notes due 2028 for approximately 5 million shares of common stock on June 1, 2026.

MediaTek doubled its 2026 revenue forecast for its data center AI ASIC business to $2 billion at a pre-COMPUTEX press conference on 2026-05-29; high impact expected due to significant growth revision in a key sector scheduled.

At the annual shareholders' meeting on 2026-05-29, the company approved a record-high cash dividend of NT$7.2 per share and set a long-term EPS goal of over NT$20. Medium importance is estimated due to the record dividend; scheduled.

At the annual shareholder meeting on May 29, 2026, the company confirmed strong AI server demand with visibility until 2030 and approved a cash dividend of NT$15.60 per share for the 2025 fiscal year. Management also addressed margin concerns, stating plans to shift to a consignment model with some clients.