Akros U.S. AI Data Center TOP4 Plus Index

Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 financial results after the market closes on August 11, 2026.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Sandisk is scheduled to report fiscal fourth-quarter and full-year 2026 results and hold its earnings call on August 5, 2026.

Arista Networks is scheduled to release Q2 2026 financial results after U.S. market close on August 4, 2026.

Kioxia Holdings is scheduled to report first-quarter fiscal 2026 results on July 31, 2026 at 3:30 p.m. JST.

Samsung Electronics is scheduled to release second-quarter 2026 results and hold an earnings call on July 30, 2026.

Vertiv is scheduled to release second-quarter 2026 results before market open on July 29, 2026, followed by an 11:00 a.m. Eastern Time conference call.

Celestica is scheduled to release its second-quarter 2026 financial results after market close on July 27, 2026, followed by an 8:00 a.m. ET conference call on July 28.

Applied Digital is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on July 27, 2026, followed by a conference call.

Galaxy Digital's Helios subsidiary announced a proposed $3.507 billion senior secured notes offering to finance a Texas data center project leased to CoreWeave.

CoreWeave announced that Anam selected CoreWeave Cloud to run inference for real-time photorealistic AI avatars.

Arista Networks launched AI-driven Edge Threat Management for VeloCloud SD-WAN to provide integrated zero-trust security for enterprise branch offices.

Vertiv announced investments at its Tognana, Italy campus to expand manufacturing and integrated testing capacity for data-center cooling systems.

IREN signed $2.8 billion of new multi-year AI Cloud customer contracts and raised its year-end 2026 AI Cloud ARR target from $3.7 billion to more than $4 billion.

NVIDIA's Schedule 13G filed on July 20, 2026 disclosed beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3%, largely through a warrant acquired in its March investment.

Barclays upgraded Lumentum to Overweight from Equal Weight, citing stronger confidence in AI-networking demand and the risk/reward after the share-price pullback.