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.
Akros SCHK HK-U.S. Tech 100 Index
100 Hong Kong and U.S. technology leaders under one Stock Connect umbrella.
Recent events
Broadcom's next quarterly earnings report for Q3 2026 is scheduled. Medium importance is estimated as earnings releases typically result in a 5-10% price impact scheduled.
Shopify will shut down its 'Stocky' inventory management app on August 31, 2026; a 1% price impact is estimated due to minor service disruption scheduled.
FDA decision (PDUFA date) for the once-daily HIV single-tablet regimen, bictegravir/lenacapavir (BIC/LEN), is 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.
Applied Materials is scheduled to report Q3 2026 earnings on August 13, 2026; high importance estimated due to potential for significant price impact from company revenue guidance of $8.95 billion and EPS of $3.36, expected.
Quarterly dividend ex-date of $1.10 per share on August 7, 2026. The dividend is payable on August 21, 2026. Low importance is estimated as dividend ex-dates typically have minor price impact. This event is scheduled.
Shopify's Q2 2026 earnings release and conference call are scheduled for August 5, 2026, before market open; a 5% price impact is estimated based on historical volatility 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%.
Q2 2026 earnings release and conference call scheduled for 2026-08-04; estimated >10% price impact based on historical volatility scheduled.
Arista Networks is scheduled to release its financial results for the second quarter of 2026 after U.S. markets close on Tuesday, August 4, 2026, scheduled. High importance is estimated as earnings reports typically result in significant price volatility.
Q2 2026 earnings release scheduled for August 4, 2026. Analysts forecast adjusted EPS of $3.08, which is forecasted. Medium importance is estimated based on historical earnings volatility. This event is expected.
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.
Amazon is expected to release its Q2 2026 financial results after the market closes on July 30, 2026. Analysts forecast revenue of approximately $196 billion and EPS of $1.82. High importance is estimated due to historical earnings volatility exceeding 10%. This event is scheduled.
Apple Q3 2026 earnings release is scheduled for July 30, 2026. During its Q2 call, the company guided for 14% to 17% year-over-year revenue growth for the third quarter. Low importance is assigned as the market expects a >1% impact based on the provided guidance, scheduled.
Lam Research is scheduled to host its quarterly financial conference call and webcast for the June 2026 quarter (fiscal Q4 2026) on July 29, 2026. High importance is assigned due to the potential for a >10% price impact, 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.
Boeing is scheduled to release its financial results for the second quarter of 2026 on July 28, 2026. High importance is estimated due to the potential for significant price impact exceeding 10%, scheduled.
Q4 2026 earnings and full fiscal year results to be released after market close on July 28, 2026. Neutral impact is estimated as the market awaits the actual financial data, scheduled.
Q2 2026 earnings conference call, the first report reflecting the new company structure post-spin-off and reverse stock split, scheduled. High impact from the first financial results after restructuring expected.
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.
Second quarter 2026 earnings results and conference call on 2026-07-23 scheduled.
RTX Corp is scheduled to release its second quarter 2026 earnings results on July 23, 2026, before the market opens. Analysts forecast EPS of $1.66, an increase from the prior year. This event is scheduled.
Thermo Fisher Scientific is scheduled to release its financial results for the second quarter of 2026 before the market opens, with a conference call to follow. This major earnings announcement is expected to impact the stock price, justifying a Medium importance estimate, and is 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.
Texas Instruments is scheduled to release its Q2 2026 earnings results on July 22, 2026, with revenue guidance of $5.00-$5.40 billion and EPS of $1.77-$2.05; high importance estimated due to typical volatility following semiconductor earnings 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.
GE Aerospace is scheduled to release its Q2 2026 earnings results before the market opens on July 16, 2026; analysts forecast earnings of $1.86 per share on revenue of $11.8 billion. High importance is estimated as earnings releases typically trigger significant price movement scheduled.
Q2 2026 earnings release is scheduled for 2026-07-16. Analysts forecast EPS around $2.48 on revenue of approximately $2.82 billion. High importance estimated due to typical price volatility following earnings reports, scheduled.
Abbott is scheduled to report its Q2 2026 financial results before the market opens on July 16, 2026. Analysts forecast EPS of $1.28 on revenue of $12.52 billion. The company's guidance for the quarter is an adjusted EPS of $1.25 to $1.31. Medium importance is estimated as earnings for large-cap stocks often cause 5-10% price movement, and this event is scheduled.
Netflix is scheduled to announce its second quarter 2026 financial results after market close on July 16, 2026. A 5% price impact is estimated based on historical earnings volatility scheduled.
Johnson & Johnson is scheduled to report its Q2 2026 financial results before the market opens on July 15, 2026. Analysts forecast EPS around $2.86 on revenues of approximately $25.06 billion. High importance is assigned as major earnings surprises can lead to price impacts exceeding 10%. This is scheduled.
On July 13, 2026, Netflix exclusively streamed the MLB T-Mobile Home Run Derby live, a significant move in its expansion into live sports broadcasting. A 1% price impact is estimated based on the strategic nature of the event expected.
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.
JPMorgan initiated coverage with a "Neutral" rating and a $255 price target on July 10, 2026, citing a balanced risk/reward profile, analysts forecasted. A 1% price impact is estimated as the market adjusts.
Argus initiated coverage with a "Buy" rating and a $275 price target on July 10, 2026, noting the company's leading market positions, analysts forecasted. A 2% price impact is estimated due to the buy recommendation.
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.
Announced on July 9, 2026, an increased U.S. investment plan to over $250 billion through 2035 to boost domestic semiconductor production and meet long-term demand. The announcement coincided with a construction milestone at its New York fab. This massive long-term investment is estimated to have a >5% price impact expected.
Announced a collaboration with FranklinWH Energy Storage Inc. on July 9, 2026, to integrate Eaton's smart breakers with FranklinWH's home energy systems, making Eaton the preferred supplier for load management.
The Board of Directors declared a quarterly cash dividend of $0.47 per common share, payable on October 15, 2026, to shareholders of record as of September 15, 2026.
Updated its full-year 2026 financial guidance to reflect the 1-for-2 reverse stock split, with adjusted EPS revised to $7.90-$8.30.
Morgan Stanley initiated coverage with an "Equal Weight" rating and a $255 price target on July 8, 2026; the stock reportedly fell 5.7% following the announcement, analysts forecasted.
On July 8, 2026, Palantir announced a strategic partnership with SNP, a German software company, to accelerate and secure SAP data transformations for customers.
On July 7, 2026, GE Aerospace announced it signed a 10-year maintenance and overhaul agreement with Japan Airlines for its Boeing 787 fleet's avionics systems.
Secured two U.S. defense contracts on 2026-07-07 worth a combined $607.4 million for Apache helicopter support and GPS upgrades.
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.
The company's Applied Biosystems RapidINTEL Plus Cartridge received approval from the FBI's National DNA Index System (NDIS) for use with qualifying forensic crime scene samples, making it the first Rapid DNA workflow eligible for the national CODIS database.
Boeing's new 737 MAX North Line in Everett became operational on July 6, 2026, part of a $1 billion investment to increase the monthly production rate from 42 to 47 aircraft.
Announced a definitive agreement on 2026-07-06 to acquire Ultra Maritime for $3.45 billion, which resulted in a nearly 5% stock price increase.
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.
Announced a long-term Strategic Customer Agreement (SCA) with Ford Motor Company on July 6, 2026, to secure the supply of memory and storage for Ford's next-generation vehicles. This partnership is estimated to have a >1% price impact expected.