Akros U.S. AI Semiconductor Top 3 Plus Index

Broadcom's next quarterly earnings report for Q3 2026 is scheduled. Medium importance is estimated as earnings releases typically result in a 5-10% price impact scheduled.

NVIDIA's Q2 FY2027 earnings report on August 26, 2026, is expected to have a high price impact (>10%) based on historical volatility and is scheduled.

An Investor Day event is scheduled for August 13, 2026, featuring presentations from the leadership team on the company's business and outlook; this event is estimated to have a >1% price impact, scheduled.

Q4 and full fiscal year 2026 earnings results are scheduled to be released on August 5, 2026; earnings announcements typically result in >5% price volatility, scheduled.

AMD is scheduled to report its fiscal second quarter 2026 financial results after the market close on August 4, 2026. The company has guided for revenue of approximately $11.2 billion and a non-GAAP gross margin of approximately 56%, which is expected. High importance is estimated as earnings releases typically cause price impacts exceeding 10%.

Arm Holdings will report Q1 fiscal year 2027 results on July 29, 2026, after market close. This event is assigned medium importance as earnings reports typically drive significant volatility scheduled

Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026. High importance is estimated as this is a recurring event with high potential for stock price impact scheduled.

AMD will host its 'Advancing AI 2026' event on July 22-23, 2026, where it is scheduled to launch its next-generation Zen 6 CPU architecture, beginning with the EPYC 'Venice' server processors, scheduled. High importance is estimated as a major architecture launch is a key price catalyst.

Q2 2026 earnings release and Q3 2026 guidance scheduled. Analysts forecast strong growth driven by AI demand; high importance is estimated due to expected price impact exceeding 10%, making the event scheduled.

Announced a major expansion of its European infrastructure, planning to build out 200MW of AI compute capacity across France and the Nordics by the end of 2027. High importance estimated due to the significant scale of the expansion.

Announced an expanded manufacturing partnership with Flex to increase production capacity of its CS-3 AI accelerator system by approximately 7x through 2026. High importance estimated due to the massive increase in production capacity.

Announced on July 9, 2026, an increased U.S. investment plan to over $250 billion through 2035 to boost domestic semiconductor production and meet long-term demand. The announcement coincided with a construction milestone at its New York fab. This massive long-term investment is estimated to have a >5% price impact expected.

NVIDIA officially denied rumors of a delay to its Kyber NVL144 AI platform on July 7, 2026, reaffirming that the product roadmap remains on schedule, which led to a stock price increase of over 1%.

Announced a long-term Strategic Customer Agreement (SCA) with Ford Motor Company on July 6, 2026, to secure the supply of memory and storage for Ford's next-generation vehicles. This partnership is estimated to have a >1% price impact expected.