Akros U.S. AI Innovator Index
Concentrated exposure to 20 U.S. AI innovators across computing infrastructure, energy, physical AI, and cognitive AI.
Recent events
Q2 FY2027 earnings release scheduled. Analysts forecast EPS of approximately $0.15. Estimated 5% price impact based on historical earnings volatility; scheduled.
Q3 2026 earnings release scheduled; significant price impact from the previously guided approximately $29.4 billion revenue is expected.
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.
CoreWeave is scheduled to release its next earnings report on August 18, 2026. A medium impact is estimated as earnings reports for AI infrastructure companies often drive significant volatility, scheduled.
Oklo is expected to release its Q2 2026 financial results on August 10, 2026, with a conference call scheduled for the same day. Analysts forecast an EPS of -$0.16. High importance is estimated as earnings reports for growth-stage tech companies often lead to price swings exceeding 10%, forecasted.
Q3 FY2026 earnings release scheduled for after market close on August 5, 2026. The company provided Q3 guidance of $700M-$720M revenue and $80M-$85M adjusted EBITDA. This is a key event for tracking performance against guidance and backlog conversion, making a significant price impact likely scheduled
Q2 2026 earnings release and conference call scheduled. Analysts forecast EPS of approximately $3.72. Medium importance is assigned as quarterly results typically trigger price movements of 5% or more, which is expected.
Palantir Technologies to release second-quarter 2026 financial results after market close on August 3, 2026, scheduled. High impact estimated as earnings are primary volatility drivers for growth stocks.
Cameco's Q2 2026 earnings release and conference call are scheduled. Analysts forecast a year-over-year decline in EPS, making this a key event for investors monitoring performance against expectations. Event is scheduled.
Meta Platforms is scheduled to release its Q2 2026 financial results after market close on July 29, 2026, followed by a conference call; high impact is estimated as earnings reports typically drive significant volatility, and the release is scheduled.
Vertiv is scheduled to report its second quarter 2026 financial results before the market opens on July 29, 2026, with a conference call to follow. This release is highly anticipated given the company's recent performance and increased guidance driven by AI data center demand, expected.
GE Vernova is scheduled to release its second quarter 2026 financial results on July 22, 2026, before the market opens. High importance is estimated as earnings reports often result in price movements exceeding 10% scheduled.
Tesla is scheduled to report its Q2 2026 financial results on July 22, 2026; analysts forecast earnings per share of $0.52-$0.54. High importance is estimated based on historical earnings volatility exceeding 10%, scheduled.
The stock price dropped significantly on July 19, 2026, reportedly by as much as 35%, amid concerns over potential changes in compute spending by major client Meta.
Q2 2026 earnings report on July 16, 2026, with $2.89B revenue and $2.80 EPS beating estimates, but lowered guidance led to a >12% price drop, expected.
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.
A structural failure of a Haliade-X turbine at the Vineyard Wind 1 project was reported on July 16, 2026, leading to the suspension of operations and raising concerns about reliability and potential liabilities.
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.
Cameco announced on July 15, 2026, that its Cigar Lake mine resumed production after a temporary suspension that began on July 1. The company confirmed its 2026 production outlook remains unchanged.
Shares fell over 12% on July 13, 2026, after a report citing third-party data indicated a potential slowdown in new e-commerce advertiser growth in June.