Akros U.S. AI Data Center TOP4 Plus Index
Concentrated exposure to U.S. AI data center and cloud infrastructure leaders across services, operations, and equipment.
Recent events
CoreWeave is scheduled to release its next quarterly earnings report on August 18, 2026. High importance is estimated due to expected price volatility exceeding 10% scheduled.
An Investor Day event is scheduled for August 13, 2026, featuring presentations from the leadership team on the company's business and outlook; this event is estimated to have a >1% price impact, scheduled.
Q4 and full fiscal year 2026 earnings results are scheduled to be released on August 5, 2026; earnings announcements typically result in >5% price 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.
High importance is estimated due to expected market volatility for the Q4 2026 earnings release (quarter ending May 31, 2026) scheduled for 2026-07-29; analysts forecast an EPS of -$0.20 to -$0.24, scheduled.
Nebius Group N.V. is scheduled to release its next quarterly earnings report on July 29, 2026. Medium importance is estimated as earnings reports typically drive price movements of 5% or more, scheduled.
Vertiv is scheduled to report its Q2 2026 earnings on July 29, 2026, with analysts forecasting EPS of approximately $1.43, a significant year-over-year increase, analysts forecast, estimated. Estimated impact is Medium as earnings releases for high-growth tech infrastructure companies typically result in price movements exceeding 5%, scheduled.
Celestica second quarter 2026 financial results release after market close on July 27, 2026, with a conference call on July 28 and high market impact from growth volatility expected.
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.
CoreWeave was named a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure on July 9, 2026.
Celestica appointment of Steven Dorwart as President of CCS segment effective July 6, 2026, succeeding Jason Phillips.