Concentrated exposure to U.S. AI data center and cloud infrastructure leaders across services, operations, and equipment.
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.
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.
Fiscal Fourth Quarter and Full Year 2026 earnings results scheduled; high impact expected as a recurring significant event.
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.
Applied Digital is scheduled to host a conference call to discuss its fiscal fourth quarter and full-year 2026 financial results on 2026-07-27, which will be released after market close on the same day; a neutral impact is estimated as the market awaits the actual results, scheduled.
Celestica will release its second quarter 2026 financial results on July 27, 2026, 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.
Stock dropped over 15% on July 15, 2026, due to profit-taking, sector rotation, and a 'Hold' rating initiation by Argus.
Appointed Eric Hammersley as Chief Information Security Officer to lead the security program across its infrastructure.