Akros U.S. AI Semiconductor Top 3 Plus Index

Q3 2026 earnings release scheduled; significant price impact from the previously guided approximately $29.4 billion revenue is expected.

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

NVIDIA is scheduled to report its Q2 FY2027 earnings on August 26, 2026. High importance is estimated due to the company's significant market influence; analysts forecast EPS around $2.01-$2.09 and revenue guidance is approximately $91 billion forecasted. This event is scheduled.

Analysts forecast an EPS of $-0.19 and revenue of $193.68M for the Q2 2026 earnings release. Medium importance is estimated as the earnings release is expected to have a price impact of at least 5%. The release is scheduled for August 19, 2026, forecasted and scheduled.

Fiscal Fourth Quarter and Full Year 2026 earnings results scheduled; high impact expected as a recurring significant event.

AMD is scheduled to report its Q2 2026 financial results after market close on August 4, 2026. High importance is estimated as earnings for major tech firms typically drive >10% volatility, scheduled.

Arm Holdings reports financial results for the first quarter of fiscal year 2027 on July 29, 2026; high impact due to AI growth focus expected

AMD is scheduled to hold its flagship 'Advancing AI 2026' event on July 23, 2026. High importance is estimated due to anticipated major product announcements in the AI sector, scheduled.

Intel Q2 2026 earnings report on July 23, 2026; analysts forecast EPS of $0.10-$0.21, with options market pricing a >15% move scheduled.

On July 18, 2026, news emerged that Chinese competitor ChangXin Memory Technologies (CXMT) filed for a large IPO to expand DRAM production, raising concerns about future oversupply and contributing to a recent decline in Micron's stock price.

NVIDIA announced a partnership with Japan's Noetra consortium on July 16, 2026, to build a national AI factory powered by 27,500 Rubin GPUs and 13,750 Vera CPUs.

Announced a long-term strategic partnership with Standard Chartered to modernize the bank's global infrastructure in 54 markets using VMware Cloud Foundation.

Announced Q2 2026 results with revenue of $40.2B (+33.7% YoY) and EPS of $4.31, beating estimates. The company also raised its full-year 2026 revenue growth forecast to over 40%. Despite strong results, the stock fell on capex concerns.

Raised 2026 capital expenditure forecast to $60B-$64B (from $52B-$56B) and announced an additional $100B investment for new fabs in Arizona, USA. The news caused a stock price drop of over 4% due to investor concerns about high spending.

Stock dropped over 15% on July 15, 2026, due to profit-taking, sector rotation, and a 'Hold' rating initiation by Argus.