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.
Sentiment Summary
Recent Events
Next quarterly earnings release is scheduled, with analysts forecasting an EPS of -$0.26. This scheduled release is expected to cause a >5% price impact scheduled.
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.
Celestica is scheduled to release its Q2 2026 financial results on July 27, 2026; market analysis predicts a price impact of over 10% based on historical volatility during earnings, scheduled.
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.
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.
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.