Akros U.S. AI Software TOP4 Plus Index
Concentrated exposure to U.S. AI software leaders across platforms and verticals.
Sentiment Summary
Recent Events
Fastly is scheduled to report its Q2 2026 financial results after market close on August 5, 2026, with revenue guidance of $170M–$176M and non-GAAP EPS of $0.05–$0.08; high importance is estimated based on historical earnings volatility scheduled.
Next quarterly earnings for Q2 2026 are scheduled to be released on July 22, 2026, scheduled
Quarterly cash dividend of $0.44 per share with an ex-dividend date of June 11, 2026; low importance as dividends typically have minimal 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.
Announced an expanded partnership with Cognizant on June 4, 2026, to integrate Cognizant's Neuro AI Trust platform with the ServiceNow AI Control Tower, aiming to provide continuous, automated AI governance and assurance for enterprises; positive impact expected from AI service expansion.
The 2026 Annual Meeting of Shareholders was held virtually. This routine administrative event is estimated to have a >1% price impact, scheduled.
Salesforce to unveil a new suite of autonomous AI agents at its Connections event on June 3, 2026; medium importance estimated for significant product launch scheduled.
Investor Michael Burry reiterated his bearish view on Palantir stock on June 3, 2026, calling it a "sand castle" and citing a topping pattern in the stock's chart.
Hosted its 2026 Investor Day as part of the Snowflake Summit (June 1-4), outlining its strategic vision for AI and the 'agentic enterprise,' leading to multiple analyst price target upgrades.
Fastly management participated in a presentation at the William Blair 46th Annual Growth Stock Conference on June 2, 2026.
Tempus announced FDA approval on 2026-05-29 for a tumor-only indication for its xT CDx platform, enabling migration of its DNA solid tumor portfolio; shares rose about 3.5% on the news.