Akros SCHK HK-U.S. AI Index

Annual Dreamforce conference on 2026-09-15 to 2026-09-17, where major product and AI strategy announcements are expected; Low importance as the event is a regular occurrence, scheduled.

NVIDIA's Q2 FY2027 earnings report on August 26, 2026, is expected to have a high price impact (>10%) based on historical volatility and is scheduled.

Q3 2026 earnings release and conference call scheduled for August 19, 2026, with continued strong growth forecasted by analysts; Medium importance estimated due to high market anticipation, scheduled and forecasted.

Palo Alto Networks is expected to announce its fiscal fourth quarter and full year 2026 financial results on August 17, 2026, based on past reporting schedules. This routine announcement is estimated to have a price impact of 1% or more expected.

Q2 2026 earnings release scheduled.

AMD is scheduled to report its fiscal second quarter 2026 financial results after the market close on August 4, 2026. The company has guided for revenue of approximately $11.2 billion and a non-GAAP gross margin of approximately 56%, which is expected. High importance is estimated as earnings releases typically cause price impacts exceeding 10%.

Palantir is expected to release its Q2 2026 earnings results on August 3, 2026. Analysts forecast significant year-over-year growth in earnings per share. High importance is estimated due to historical price volatility exceeding 10% during earnings releases scheduled.

Microsoft will report its fiscal year 2026 fourth-quarter and full-year financial results on July 29, 2026, with high importance estimated due to the potential for >10% price movement, scheduled.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after market close on July 29, 2026. The company has guided for Q2 revenue to be in the range of $58-$61 billion, and the market reaction is expected to be neutral until the actual release scheduled.

Qualcomm is scheduled to release its fiscal Q3 2026 earnings results on July 29, 2026, after the market closes. Analysts forecast earnings per share of approximately $1.53, which would be a decline from the prior year. A medium impact is estimated for this scheduled event.

Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026. High importance is estimated as this is a recurring event with high potential for stock price impact scheduled.

AMD will host its 'Advancing AI 2026' event on July 22-23, 2026, where it is scheduled to launch its next-generation Zen 6 CPU architecture, beginning with the EPYC 'Venice' server processors, scheduled. High importance is estimated as a major architecture launch is a key price catalyst.

ServiceNow is scheduled to release its Q2 2026 financial results after the market closes on July 22, 2026, followed by a conference call. This is a recurring event with high potential for stock price impact scheduled.

Analysts forecast EPS around $2.87 and revenue of $113.6 billion for the Q2 2026 earnings release on July 22, 2026, with a focus on continued Cloud growth and AI monetization. This event is estimated to have a ≥5% price impact and is scheduled.

IBM Q2 2026 earnings release is scheduled. Analysts forecast revenue around $18 billion and EPS of approximately $3.03 forecasted. Medium importance estimated based on historical earnings volatility scheduled.

On July 10, 2026, the European Commission escalated its investigation into Meta, alleging that the 'addictive design' of Facebook and Instagram may harm children's mental and physical health, a breach of the Digital Services Act (DSA). A confirmed violation could result in fines of up to 6% of global annual revenue.

Quarterly surveys indicated that AppLovin significantly increased its market share among e-commerce advertisers in 2026, with its share of ad budgets rising to 11%.

S&P Global Ratings downgraded Oracle's credit rating to 'BBB-/A-3' from 'BBB/A-2', citing rising business risk and weaker cash flow from the high-cost AI infrastructure buildout. The outlook is stable. This downgrade to near-speculative grade is estimated to cause a price impact of 10% or more.

On July 8, 2026, Palantir announced a strategic partnership with SNP, a German software company, to accelerate and secure SAP data transformations for customers.

NVIDIA officially denied rumors of a delay to its Kyber NVL144 AI platform on July 7, 2026, reaffirming that the product roadmap remains on schedule, which led to a stock price increase of over 1%.

On July 7, 2026, Palantir announced a significant enterprise expansion with GNP Seguros, Mexico's largest insurance company, to scale the use of its Foundry and AI platforms across GNP's insurance portfolios.

Disclosed in a court filing on July 6, 2026, that four US states are seeking approximately $1.4 trillion in penalties in an upcoming trial related to child safety allegations. Meta stated the amount is unsupported by evidence.

Microsoft announced on July 6, 2026, that it is eliminating approximately 4,800 roles, or 2.1% of its global workforce, with cuts concentrated in the Xbox and commercial business units.