Sentiment Summary
Recent Events
Next quarterly earnings release for Q3 2026 is scheduled for August 19, 2026; significant price volatility (~5%) is expected.
Palantir's Q2 2026 earnings release is scheduled for August 10, 2026, with revenue guidance of $1.797-$1.801 billion. This scheduled event is estimated to cause a 5-10% price impact scheduled.
AMD is scheduled to release its Q2 2026 financial results on August 4, 2026. Analysts forecast revenue of approximately $11.2 billion, representing around 46% year-over-year growth, driven by strong data center demand. This event is forecasted.
Meta is expected to release its Q2 2026 financial results after market close on July 29, 2026, and will host a conference call to discuss the results. High importance is estimated due to typical earnings volatility, scheduled.
AMD will host its flagship 'Advancing AI 2026' event on July 23, 2026, in San Francisco. The event, led by CEO Dr. Lisa Su, is expected to detail the company's AI strategy and may feature the unveiling of next-generation products like the Instinct MI450 AI accelerators. This event is scheduled.
Intel's Q2 2026 earnings report and conference call on 2026-07-23 are scheduled.
Q2 2026 earnings release is scheduled. Medium importance is estimated as quarterly earnings typically result in price movements of 5-10%.
IBM Q2 2026 earnings release is scheduled for July 22, 2026. Low importance is estimated as the date announcement typically has minimal price impact, scheduled.
Oracle declared a quarterly dividend of $0.50 per share. The ex-dividend date is July 10, 2026, and the payment date is July 24, 2026.
Investor Day 2026 where the company is expected to outline its growth and diversification strategy, with a focus on AI across data centers, automotive, and personal computing, scheduled.
2026 Annual Meeting of Stockholders scheduled for 2026-06-24; >1% price impact expected.
Salesforce begins the rollout of its Summer '26 product release, featuring major AI updates including Agentforce Multi-Agent Orchestration and new Tableau capabilities for AI agents. Medium importance is estimated as significant AI product updates can drive a 5% sentiment-led price increase, scheduled.
Ex-dividend date on June 15, 2026, for the company's quarterly cash dividend of $0.53 per share, announced on May 28, 2026. Low importance is estimated due to typical dividend adjustments.
Bank of America analysts issued a double upgrade on Intel's stock to "Buy" on 2026-06-12, citing a turnaround in its CPU business and long-term potential for its foundry services. This analyst upgrade is estimated to have a medium market impact of over 5%, estimated.
CEO Arash Adam Foroughi sold 22,544 shares for a total of approximately $11.16 million.
S&P Global Ratings upgraded NVIDIA's long-term credit rating to 'AA' from 'AA-' on 2026-06-11, citing strong AI-driven performance and expected revenue growth; >5% price impact expected.
The ex-dividend date for Salesforce's quarterly cash dividend of $0.44 per share is set for June 11, 2026. Low importance is assigned as ex-dividend dates typically result in price adjustments of approximately 1%, scheduled.
Announced an expanded collaboration with ServiceNow to help enterprises modernize legacy systems and utilize data for AI, with joint solutions expected in H2 2026.
Announced an expanded partnership with IBM on June 11, 2026, to help enterprises modernize legacy systems and deploy AI at scale, with joint solutions expected in the second half of 2026.
Oracle reported Q4 2026 non-GAAP EPS of $2.11 and revenue of $19.2 billion, beating analyst estimates. Total cloud revenue grew 47% to $9.9 billion, and Remaining Performance Obligations reached a record $638 billion.
Salesforce announced a second round of layoffs for 2026, affecting employees in California and other locations across teams including Agentforce, MuleSoft, and Marketing Cloud. Medium importance is estimated based on the potential for a 5% market reaction to structural cost-cutting measures, scheduled.
Oracle and OpenAI announced that OpenAI's frontier models and Codex will be available on the Oracle Cloud Infrastructure (OCI) Marketplace, allowing customers to use existing Oracle credits for procurement.
Microsoft announced its regular quarterly dividend on June 10, 2026. Low importance estimated as routine dividend announcements typically result in minimal price volatility.
Ex-dividend date on June 8, 2026, for Alphabet's quarterly cash dividend; the typical dividend adjustment is expected to result in a 1% price impact, scheduled.