Akros U.S. AI Cloud Infrastructure Index

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

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.

Coherent is expected to announce its Q4 2026 earnings results with company-guided non-GAAP EPS between $1.52 and $1.72; high importance is estimated due to typical earnings volatility on this projected date, scheduled.

Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results on August 11, 2026. With guidance of $960M-$1.01B revenue and $2.85-$3.05 EPS, a price impact of at least 5% is estimated based on historical volatility scheduled.

Astera Labs is scheduled to release its financial results for the second quarter of 2026 after the market close on August 4, 2026, with a conference call to follow; high importance estimated due to typical high volatility surrounding earnings for high-growth semiconductor companies scheduled.

Arista Networks is scheduled to release its financial results for the second quarter of 2026 after the market closes on August 4, 2026, with a conference call to follow. Analysts forecast revenue of approximately $2.85 billion and EPS of $0.88, which is forecasted. A price impact of ≥5% is estimated based on historical earnings volatility. The event is 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.

Q2 2026 earnings release for July 27, 2026, with an EPS of -$0.06 analysts forecast, with Medium importance estimated due to typical volatility, 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.

Coherent announced that it was named to TIME's list of America's Best Companies 2026; low importance is estimated based on positive brand recognition.