Sentiment Summary
Recent Events
Next earnings release for the first half of 2026, which is set for September 1, 2026 and has a predicted 5% price impact based on historical volatility, is scheduled.
Q2 2026 earnings release on August 6, 2026, with analysts forecasting revenue between $59 million and $65 million and an EPS of approximately -$0.05; Low importance estimated as earnings releases typically impact price by at least 1% scheduled.
Q2 2026 earnings release and conference call, with medium importance estimated due to historical price volatility during earnings, scheduled.
Mobileye is scheduled to release its Q2 2026 financial results on 2026-07-23. A price impact of >=1% is expected as earnings reports typically trigger significant volatility scheduled.
Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.
Tesla is expected to announce its Q2 2026 earnings on July 22, 2026. As a major financial disclosure, significant price movement is expected
Ex-dividend date for the HK$0.88 per share final dividend for the year ended December 31, 2025, is scheduled for July 9, 2026; low importance as a routine technical adjustment is scheduled.
Annual General Meeting is scheduled to be held in Suzhou, China on 2026-06-26 scheduled
The ex-dividend date for a final dividend of US$0.0183 per share for the year 2025 on 2026-06-23 is scheduled. Low importance is estimated as the dividend amount is within standard historical ranges.
An Extraordinary General Meeting (EGM) is scheduled for June 17, 2026, for shareholders to vote on the proposed acquisition of Zhuhai Eeasy Technology Co., Ltd. scheduled
Ex-dividend date on 2026-06-12 for a final dividend of HK$0.50 per share for the year ended December 31, 2025; medium importance estimated due to expected price adjustment on the ex-dividend date, scheduled.
Ex-dividend date for BYD's 2025 final cash dividend of RMB 0.358 per H-share on June 11, 2026; Low importance justified by typical dividend price adjustment of >1% scheduled.
Annual General Meeting of Shareholders, with low importance estimated as routine governance events usually have limited market impact, scheduled.
Ex-dividend date (June 5, 2026) for the 2025 final cash dividend of HKD 1.206 per share. Payment is scheduled for June 26, 2026. A price impact of approximately 2% is expected based on the dividend yield.
Balaji Kanigicherla, Vice President and CTO, stepped down from his role effective June 5, 2026, and interim co-heads were appointed; a price impact of ≥1% is expected.
Baidu held its 2026 Annual General Meeting (AGM) in Beijing on June 5, 2026. No proposals were submitted for shareholder approval, making it a procedural event. Low importance is assigned as the event is expected to have a minimal market impact of approximately 1%.
Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.
Repurchase and cancellation of 266,043 restricted shares approved by the board on June 4, 2026, is scheduled; impact estimated at 10% or more as a significant corporate action.
Pony AI's Hong Kong-listed Class A ordinary shares (HKEX: 2026) are scheduled to be included in the Shanghai-Hong Kong Stock Connect program on June 4, 2026, making them accessible to mainland Chinese investors. This inclusion is estimated to have a high price impact (>10%) due to significant new capital inflows from mainland China, scheduled.
Guotai Haitong Securities initiated coverage with an "Overweight" rating and a target price of HK$22.58, forecasted.
The stock went ex-dividend on June 4, 2026, for the final dividend of HKD 0.40 per share related to the 2025 fiscal year.
Quarterly dividend of $0.92 per share (an increase from $0.89) went ex-dividend on June 4, 2026, payable on June 25, 2026. Low impact expected as the increase aligns with historical growth patterns.
Announced on June 3, 2026, that it secured a new mass-production contract from FAW Toyota for its digital LiDAR, with an expected order size exceeding 500,000 units. This major contract is estimated to have a >10% price impact due to significantly improved revenue visibility, scheduled.
Valeo's stock surged after a JP Morgan report highlighted potential growth from its cooling solutions for AI data centers and a new $225 million contract for Battery Energy Storage Systems (BESS).
BYD and Sinopec strategic cooperation framework agreement to build a flash charging station network; Medium importance justified by strategic value likely causing >5% price impact scheduled.
Tesla announced the expansion of its unsupervised robotaxi service to the entire Austin, Texas metropolitan area on June 3, 2026.
Strategic cooperation agreement for 100 new energy mixer trucks in Tianjin is expected on June 3, 2026; low importance due to limited contract scale is expected.
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.
Goldman Sachs lowered its price target for Horizon Robotics to HK$13.14 from HK$15.30 while maintaining a "Buy" rating and revised its earnings forecasts for 2026 and 2027, estimated.
Stock rose ~6% on 2026-06-02 after analysts at Goldman Sachs and Morgan Stanley highlighted Hesai's role as a key supplier to partners involved in NVIDIA's new Isaac GROOT humanoid robot platform.
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.
XPeng announced it delivered 32,158 vehicles in May 2026, a 4% increase from the prior month but a 4.08% decrease year-over-year. The stock price rose following the announcement.
BYD May 2026 sales figures announcement with record overseas sales of 160,644 units, ending eight months of decline; Medium importance justified by strong growth likely causing >5% price impact expected.
XPeng announced it delivered 32,158 vehicles in May 2026, a 4% increase month-over-month; impact estimated at ≥5% due to steady delivery growth, scheduled.
At Computex 2026 on June 1, 2026, Qualcomm unveiled its 'Dragonfly' brand for data center AI inference chips, signaling a major push into the AI data center market. Medium impact expected due to strategic entry into a high-growth segment.
Announced May 2026 total sales of 237,637 units, up 1% year-over-year. New energy vehicle (NEV) sales were 133,355 units, accounting for 56% of the total, and exports surged by 184%.
May 2026 sales of 100,399 vehicles (1.79% YoY decrease) despite 46.75% growth in overseas sales are expected on June 1, 2026; impact estimated at 1% or more.
Independent Non-Executive Director Ms. Cheng Yunfeng was appointed as the chairman of the Audit Committee on June 1, 2026, following the resignation of Ms. Tang Huiyi. Minimal market impact is expected from this routine board change.
NVIDIA unveiled the RTX Spark PC superchip and expanded its Microsoft collaboration to push AI-first Windows PCs on 2026-06-01, a strategic PC-market entry that likely had an about 1% to 2% near-term share-price effect based on reported market reaction.