Akros U.S. AI Data Center TOP4 Plus Index

Q4 and Full Year 2026 earnings release is expected on or around 2026-08-27 based on past reporting schedules expected.

Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results after the market closes on August 11, 2026. High importance is estimated as earnings releases often lead to >10% price impact, scheduled.

Arista Networks is scheduled to release its Q2 2026 financial results after market close on August 4, 2026; a price impact of at least 5% is estimated based on historical volatility scheduled

Q2 2026 earnings release scheduled before market open on 2026-07-29, with a conference call at 11:00 a.m. ET. Analysts forecast EPS of $1.43, a 50.5% increase year-over-year; high impact expected due to significant growth forecast scheduled

Fiscal Q4 and Full Year 2026 earnings results and conference call scheduled for after market close on July 27, 2026. High importance as earnings results typically cause significant volatility in growth-stage tech stocks, scheduled. Analysts forecast a loss per share, forecasted.

Celestica to announce second quarter 2026 financial results after market close on 2026-07-27. High importance estimated due to typical earnings-related volatility, scheduled.

Announced $2.8 billion in new multi-year AI cloud contracts and raised its year-end 2026 annualized run-rate revenue (ARR) target from $3.7 billion to over $4 billion on 2026-07-20. The stock price surged over 10% on the news.

S&P Global downgraded Oracle's long-term credit rating to BBB-, citing risks from its aggressive AI-related capital spending plan which has led to negative free cash flow.

Barclays analyst Tom O'Malley upgraded Lumentum stock to 'Overweight' from 'Equal Weight' and maintained a $1,000 price target on July 20, 2026, citing rapidly improving profitability metrics; the stock gained over 9%.

Announced a senior secured debt facility of approximately $775 million to accelerate the global build-out of its AI cloud platform; medium importance estimated as this provides significant expansion capital.

Stock price fell approximately 14% amid a broader tech sell-off and continued investor concern over reports that major customer Meta Platforms intends to launch its own competing cloud infrastructure business.

Announced a multi-year agreement with AI startup Reflection, valued at over $1 billion, to provide AI compute capacity through 2029; high importance estimated due to the contract's massive scale relative to annual revenue.