Hong Kong and U.S. operators of the AI data center buildout, from cloud to cooling.
CoreWeave is scheduled to release its next earnings report on August 18, 2026. A medium impact is estimated as earnings reports for AI infrastructure companies often drive significant volatility, scheduled.
Eaton is scheduled to announce its second quarter 2026 earnings results before the market opens on July 31, 2026. Analysts forecast an EPS of approximately $3.08, while the company has guided for adjusted EPS between $3.00 and $3.10. A 5% price impact is estimated based on historical earnings volatility scheduled
nVent Electric will report its second quarter 2026 financial results on July 31, 2026, with a conference call scheduled for 9:00 a.m. ET; earnings releases typically result in significant price volatility exceeding 5%, scheduled
Vertiv is scheduled to report its second quarter 2026 financial results before the market opens on July 29, 2026, with a conference call to follow. This release is highly anticipated given the company's recent performance and increased guidance driven by AI data center demand, expected.
Nebius Group N.V. is scheduled to release its next earnings report on July 29, 2026. Medium importance is estimated due to the typical market volatility surrounding quarterly results, expected.
Bloom Energy is scheduled to release its second quarter 2026 financial results after market close on July 28, 2026; significant price movement is expected based on historical volatility scheduled.
Applied Digital is scheduled to host a conference call to discuss its fiscal fourth quarter and full-year 2026 financial results on 2026-07-27, which will be released after market close on the same day; a neutral impact is estimated as the market awaits the actual results, scheduled.
The ex-dividend date for a regular quarterly cash dividend of $0.21 per share is July 24, 2026; dividend announcements typically have a minor market impact of at least 1%, scheduled
The stock price dropped significantly on July 19, 2026, reportedly by as much as 35%, amid concerns over potential changes in compute spending by major client Meta.
On July 17, 2026, Nebius announced it had secured its first senior secured debt facility of approximately $775 million to expand its AI cloud platform without equity dilution. The stock closed notably higher in response.
On July 16, 2026, the stock price dropped approximately 14% following a short-seller report that raised concerns about the company's supply chain.
Appointed Eric Hammersley as Chief Information Security Officer to lead the security program across its infrastructure.