Akros U.S. AI Cloud Infrastructure Index
The index provides exposure to U.S.-listed companies highly related to AI cloud infrastructure, including neocloud providers and AI data center equipment.
Sentiment Summary
Recent Events
Lumentum's next earnings release for Q4 2026 is scheduled for August 11, 2026; high importance as a primary volatility driver scheduled.
Applied Digital analysts forecast Q4 2026 earnings with an EPS of approximately -$0.17 estimated.
Quarterly cash dividend of $0.0625 per share, with an ex-dividend date of June 12, 2026. The dividend is payable on June 25, 2026, to shareholders of record as of June 15, 2026. Low importance is assigned as routine dividends typically have <1% price impact, scheduled.
Q4 2026 earnings release scheduled. Analysts forecast strong performance in the cloud computing segment, driven by AI demand, with an expected EPS of $1.96 on $19.1 billion in revenue. High importance due to potential for significant price impact forecasted.
Held 2026 Annual Meeting of Stockholders on June 4, 2026. Low importance estimated for routine corporate governance event. Scheduled.
Participation in the BofA Securities 2026 Global Technology conference on 2026-06-03, scheduled. Low importance is assigned as conference participation generally has limited immediate price impact.
Nvidia CEO Jensen Huang called Marvell the "next trillion-dollar company" at the Computex 2026 conference on 2026-06-02, leading to a significant stock price surge.
Announced expansion of Taiwan operations and Cloud-Scale Interop Lab on June 2, 2026, to accelerate AI infrastructure deployment. Low importance estimated for long-term operational expansion. Scheduled.
Announced completion of system-level validation for NVIDIA's Vera Rubin NVL72 platform on June 1, 2026, causing the stock to surge approximately 14%.
Announced a private exchange of approximately $650.4 million of its 0.50% convertible senior notes due 2028 for approximately 5 million shares of common stock on June 1, 2026.
Announced the introduction of the first converged physical infrastructure digital twin for NVIDIA Omniverse DSX, aiming to accelerate AI factory deployment. Low importance is assigned as product launches generally result in a ~1-2% price impact, expected.