Akros U.S. Tech 100 Index
Exposure to 100 large-cap U.S. technology companies driving innovation.
Sentiment Summary
Recent Events
Lumentum's next earnings release for Q4 2026 is scheduled for August 11, 2026; high importance as a primary volatility driver scheduled.
Second Quarter 2026 financial results and conference call are scheduled for 2026-08-06 scheduled.
Fortinet is scheduled to announce its Q2 2026 earnings results on August 5, 2026 expected. Medium importance estimated as earnings releases typically cause >5% price volatility.
High importance is estimated as earnings reports typically drive significant volatility; Q2 2026 earnings release with revenue guidance of $1.15B-$1.25B and non-GAAP EPS of $1.86-$2.15 is scheduled.
Market impact is estimated at Medium (>=5%) based on historical earnings volatility; Axon's Q2 2026 earnings report is scheduled.
Amazon's Q2 2026 earnings release is expected on July 30, 2026. The company guided for net sales between $194.0 billion and $199.0 billion. Low importance is assigned as the market reaction has not yet occurred expected.
On 2026-07-30, Q2 2026 earnings release is scheduled and analysts forecast EPS of around $5.85 forecasted. Low importance is estimated as earnings releases typically result in at least a 1% price impact scheduled.
Meta Platforms is expected to release its Q2 2026 financial results after market close on July 29, 2026. Due to historical volatility during earnings for mega-cap tech stocks, a high price impact (>10%) is expected.
Lam Research is expected to report its Q4 2026 earnings on July 29, 2026. Analysts forecast an EPS of approximately $1.65-$1.68. Market impact is estimated at Medium as earnings reports typically drive significant price volatility, scheduled.
Q2 2026 earnings results and conference call for July 29, 2026, before market open scheduled
Q2 2026 earnings release and conference call, with medium importance estimated due to historical price volatility during earnings, scheduled.
Q2 2026 earnings release scheduled. The company has provided guidance for revenue between $1.555 billion and $1.595 billion and non-GAAP EPS between $2.02 and $2.08. Market reaction is estimated to be neutral as guidance is already public scheduled.
Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.
Next quarterly earnings for Q2 2026 are scheduled to be released on July 22, 2026, scheduled
Tesla is expected to announce its Q2 2026 earnings on July 22, 2026. As a major financial disclosure, significant price movement is expected
IBM's Q2 2026 earnings announcement is scheduled for July 22, 2026, scheduled
Q2 2026 earnings release and conference call scheduled. Market impact is estimated to be low (>=1%) as a routine announcement scheduled.
Q2 2026 earnings release, importance estimated as High as earnings reports are major catalysts for stock price movement, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast EPS of approximately $0.79. The company has guided for 13% revenue growth and a 32.6% operating margin for the quarter; impact is neutral as the market awaits actual results scheduled.
Abbott is expected to announce its Q2 2026 earnings results on July 16, 2026. This key quarterly financial update is estimated to have a moderate price impact of at least 5%, scheduled.
A board-approved 4-for-1 stock split, structured as a stock dividend, with the record date on June 25, 2026 and split-adjusted trading beginning on July 2, 2026 scheduled. Market reaction is estimated to be neutral as stock splits do not change company fundamentals.
Confirmed planned spin-off/distribution of Honeywell Aerospace from Honeywell International Inc.; Honeywell Aerospace is expected to begin trading on Nasdaq as HONA, and the remaining company is expected to be renamed Honeywell Technologies and continue trading as HON. This qualifies as a trading issue because it is a confirmed corporate action affecting Honeywell shareholders through a share distribution/spin-off.
The company will host a Masterclass webcast on DRAM and advanced packaging on June 25, 2026. Medium importance is estimated as technical masterclasses can reveal significant roadmap updates driving >= 5% price impact, scheduled.
Micron Technology is scheduled to report its fiscal third-quarter 2026 financial results on June 24, 2026, which is expected to have a significant price impact due to strong AI memory chip demand and positive forward guidance, scheduled.
Quarterly cash dividend of $0.74 per share, with an ex-dividend date of June 24, 2026.
The annual Prime Day shopping event is scheduled to begin on June 23, 2026, running for an expanded four-day period until June 26, 2026. This is expected to boost Q2 retail sales. Medium importance is estimated based on historical revenue impact scheduled.
Ex-dividend date for a quarterly cash dividend of $0.65 per share on June 22, 2026. This routine corporate action, with payment on June 30, 2026, typically results in a minor price adjustment of approximately 1% expected.
FDA action date (PDUFA) for supplemental applications for WELIREG in combination with KEYTRUDA for the adjuvant treatment of certain patients with renal cell carcinoma (RCC) is scheduled for June 19, 2026, scheduled.
Quarterly dividend ex-date for a payment of $0.26 per share, as declared on May 21, 2026.
Quarterly dividend ex-date of $1.05 per share, with payment scheduled for June 26, 2026. Impact estimated at ~5% based on dividend yield scheduled.
Meta declared a quarterly cash dividend of $0.525 per share, with an ex-dividend date of June 15, 2026. This dividend announcement is estimated to have a low price impact (>=1%).
Quarterly dividend of $0.85 per share has an ex-dividend date of June 15, 2026, scheduled.
KLA's 10-for-1 stock split takes effect on June 12, 2026, with split-adjusted trading beginning that day; shareholders of record on June 4, 2026 receive nine additional shares after the close on June 11, 2026, scheduled
Ex-dividend date for the regular quarterly dividend of $1.70 per share, which was declared on April 8, 2026.
Amie Thuener is scheduled to succeed Kirsten Spears as Chief Financial Officer, effective June 12, 2026. This executive transition, announced on April 2, 2026, is expected to have a low market impact scheduled.
Adobe is scheduled to report its Q2 2026 earnings on 2026-06-11 after the market closes. Analysts forecast EPS of ~$5.83 on revenues of ~$6.46 billion. A price impact of ≥5% is estimated based on historical earnings volatility. This event is 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.
Investor day for Honeywell Technologies (RemainCo) on June 11, 2026. Low importance is estimated as investor days typically have limited immediate 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.
Annual General Meeting of Shareholders, with low importance estimated as routine governance events usually have limited market impact, scheduled.
Cloudflare is scheduled to host its 2026 Investor Day at the New York Stock Exchange on 2026-06-09; such events typically result in a ~1-2% price impact, scheduled.
Apple's annual Worldwide Developers Conference (WWDC) is scheduled to begin on 2026-06-08, with major announcements expected for new software versions like iOS 27 and AI advancements; analysts estimate a 5% price impact based on historical trends scheduled.
Honeywell Technologies (RemainCo) 2026 outlook update call on June 8, 2026. Low importance is estimated for this routine financial update, scheduled.
Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.
Ciena reported fiscal Q2 2026 results with revenue of $1.57B and adj. EPS of $1.64, beating expectations and raising full-year guidance, but the stock fell over 15% due to unmet AI growth expectations.
Announced a major investment initiative of over €10 billion on June 4, 2026, to modernize its European fulfillment network with advanced robotics and to accelerate international delivery services. The plan includes creating 25,000 new jobs.
Announced on 2026-06-04 that the U.S. FDA granted Breakthrough Therapy Designation for salanersen. A Medium importance is estimated as this designation significantly accelerates the regulatory path for a key asset, estimated.
Gilead announced the successful completion of the acquisition of Ouro Medicines on 2026-06-04, adding gamgertamig to its inflammation pipeline; Medium importance estimated as it strengthens the portfolio, expected.
IBM and Google Cloud announced a strategic partnership on June 4, 2026, to launch a new Google Cloud Practice within IBM Consulting to help scale enterprise AI solutions using Google's Gemini models.
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.
Announced a strategic collaboration with Inceptive Nucleics on June 4, 2026, to use AI in the discovery of RNAi therapies. The deal is valued at up to $2 billion, including a $30 million upfront payment, and the stock rose approximately 4%.
The May 2026 Steam Hardware Survey showed AMD's CPU market share among users increased by 0.79% month-over-month to 44.97%, while its GPU share also saw a slight increase to 19.13%. Low importance justified by incremental market share gains likely causing ≥1% price impact.
Pinterest announced a new agreement on June 4, 2026, to spend $4 billion on Amazon Web Services (AWS) cloud services through 2031, highlighting continued major customer commitments to the AWS platform.
Announced it received an export license from the U.S. Department of Commerce for its Armenian facility, allowing the use of advanced technology and hardware for research and development in areas like FPGAs.
Annual Meeting of Stockholders held on June 4, 2026.
Announced a strategic collaboration with CytoDyn to use its ctDNA platform to support CytoDyn's metastatic colorectal cancer development program.
Quarterly dividend of $0.92 per share (an increase from $0.89) went ex-dividend on June 4, 2026, payable on June 25, 2026. Low impact expected as the increase aligns with historical growth patterns.
Broadcom reported Q2 2026 revenue of $22.2B and non-GAAP EPS of $2.44 on June 3, 2026, beating analyst estimates. However, the stock fell over 14% in after-hours trading as its Q3 AI revenue guidance of ~$16B fell short of elevated investor expectations.
Reported Q4 and full-year fiscal 2026 results on June 3, 2026, with quarterly revenue of $9.8 billion, beating estimates, and non-GAAP EPS of $1.55. The company delivered its highest annual revenue growth in 10 years and provided FY27 organic revenue growth guidance of 6.75% to 7.25%.
Presented new Phase 3 data for UPLIZNA at the EULAR 2026 Congress, showing a 0% flare rate over one year in patients with IgG4-Related Disease who continued treatment. Medium importance as positive clinical data supports market share, expected.
U.S. White House announced a reduction in Section 232 tariffs on key equipment like bulldozers and forklifts from 25% to 15%, effective June 8, 2026. The news caused the stock to rally ~5%.
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.
Reported Q1 FY2027 earnings on 2026-06-03, with revenue of $1.39 billion (+26% YoY) and record net new ARR of $255.8 million (+32% YoY), beating estimates. The company also raised its full-year guidance. The stock declined approximately 7% post-announcement, attributed to high investor expectations.
Johnson & Johnson announced on June 3, 2026, that its monoclonal antibody, nipocalimab, met the primary endpoint in the Phase 2 JASMINE study for SLE; positive clinical data for a major pipeline candidate is estimated to have a 5-10% market impact, expected.
Announced on June 3, 2026, the submission of 510(k) filings to the FDA to expand the indications for its Hugo robotic-assisted surgery system to include general and gynecologic surgeries, major growth areas.
The Board of Directors approved an increase in the quarterly dividend to $0.72 per share on June 3, 2026, marking the 49th consecutive year of dividend increases. The ex-dividend date is June 26, 2026.
It was reported on June 3, 2026, that the U.S. FTC broadened its antitrust probe into Microsoft's cloud and AI practices. Medium importance is estimated based on the typical 5% market reaction to increased regulatory scrutiny.
Tesla announced the expansion of its unsupervised robotaxi service to the entire Austin, Texas metropolitan area on June 3, 2026.
The company's stock price reached a 52-week low of $283.58 on June 3, 2026, marking a decline of nearly 43% from its 52-week high.
Michael Xie, VP of Engineering & CTO, sold 3,907 shares for approximately $572,000 on June 3, 2026, under a Rule 10b5-1 plan. Low importance estimated as scheduled insider sales typically have <5% price impact.
The UK's Competition & Markets Authority (CMA) announced on June 3, 2026, new conduct requirements for Google's AI-powered search, giving publishers more control over their content.
Hosted an investor day for the upcoming Honeywell Aerospace spin-off company on June 3, 2026, outlining its strategy and financial targets. The stock price fell 3.55% on this day.
On June 3, 2026, Meta unveiled an enterprise AI agent for businesses on its messaging platforms, aiming to compete in the enterprise AI market. The stock rose over 3% following the announcement.
Appointed oncology leaders Dr. Thomas Lynch and Dr. Eric Rubin to the company's board of directors.
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.
RTX's Raytheon business was awarded a $515 million contract modification from the U.S. Navy for continued support and upgrades for the SPY-6 family of radars.
Nvidia CEO Jensen Huang called Marvell the "next trillion-dollar company" at the Computex 2026 conference on 2026-06-02, leading to a significant stock price surge.
Microsoft held its Build 2026 conference from June 2-3, 2026, unveiling AI updates like the Microsoft IQ intelligence layer, Autopilots agents, and a Mayo Clinic collaboration. High importance is estimated as major AI platform launches typically drive significant market valuation changes.
Announced positive results from the Phase 3 IDEAL study for Livdelzi on 2026-06-02; Medium importance estimated due to high probability of future approval, expected.
Palo Alto Networks is expected to report fiscal Q3 2026 results on June 2, 2026. Analysts forecast revenue of $3.0 billion and non-GAAP EPS of $0.85, which would beat previous estimates. Importance is Medium as an earnings beat and raised guidance typically result in a 5-10% price impact. expected
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.
Quarterly dividend of $1.10 per share went ex-dividend on June 2, 2026, with payment scheduled for June 16, 2026. Low price impact is expected.
CFO Brice Hill presented at the BofA Securities Global Technology Conference on June 2, 2026, reiterating a strong growth outlook. Low importance is estimated as reiterating existing outlook typically has >= 1% price impact, scheduled.
On June 2, 2026, Roblox officially announced 'Brand Link,' a new product to streamline brand and creator partnerships on the platform, aiming to improve brand safety and create a more formal advertising ecosystem.
RTX's Collins Aerospace business announced the opening of an expanded manufacturing facility in Poland to increase landing gear production capacity by nearly 25%.
Julie Knecht was appointed as the next Chief Financial Officer on June 2, 2026, effective August 1, 2026. Market impact is estimated to be low (>=1%) as internal successions typically maintain stability scheduled.
European Commission granted marketing authorization for IMDYLLTRA (tarlatamab) for the treatment of adults with extensive-stage small cell lung cancer (ES-SCLC) with disease progression on or after platinum-based chemotherapy. High importance due to major drug approval potential, expected.
Alphabet announced an $80 billion equity capital raise on June 1, 2026, to fund AI infrastructure, including a $10 billion investment from Berkshire Hathaway. The offering was upsized to approximately $85 billion on June 3, 2026, due to high demand. This massive capital raise is expected to have a high price impact due to significant dilution.
Reported Q2 FY2026 revenue of $10.7B (up 40% YoY) and non-GAAP EPS of $0.79, beating estimates, driven by strong AI server demand and the Juniper acquisition. The company raised its full-year 2026 guidance, causing the stock to surge by over 15%.
Announced a private exchange of approximately $650.4 million of its 0.50% convertible senior notes due 2028 for approximately 5 million shares of common stock on June 1, 2026.
The U.S. FDA accepted Vertex's Biologics License Application (BLA) for povetacicept for the treatment of IgA nephropathy (IgAN) on June 1, 2026, granting it priority review. High importance is estimated due to the potential for >10% valuation impact from this major pipeline asset, with a PDUFA date of November 30, 2026, expected.
Cadence announced the industry's first fully autonomous virtual agentic AI design engineer, powered by NVIDIA Nemotron models, extending its ChipStack AI Super Agent.
Announced on June 1, 2026, that the Phase 3 LITESPARK-012 study of a Keytruda-based triplet therapy in first-line advanced clear cell renal cell carcinoma (RCC) did not meet its primary endpoints.
At Computex 2026 on June 1, 2026, Qualcomm unveiled its 'Dragonfly' brand for data center AI inference chips, signaling a major push into the AI data center market. Medium impact expected due to strategic entry into a high-growth segment.
Announced with partner UCB on 2026-06-01 that full results from the Phase 3 PHOENYCS GO trial of dapirolizumab pegol were published in The Lancet. A Low importance is estimated as journal publications usually have a limited impact on stock price, estimated.
Datadog's CTO sold 53,912 shares ($14.6M) under a 10b5-1 plan for tax obligations. Low importance is estimated as routine tax-related insider sales typically result in ≈1% price impact. Scheduled.
NVIDIA unveiled the RTX Spark PC superchip and expanded its Microsoft collaboration to push AI-first Windows PCs on 2026-06-01, a strategic PC-market entry that likely had an about 1% to 2% near-term share-price effect based on reported market reaction.
Ganesh Srinivasan, former VP of Product Management for AI, Cloud, and Enterprise, departed to join Wolfspeed as Senior Vice President of their data center solutions team on 2026-06-01. (Low importance: executive changes below C-level typically have minimal price impact of >=1%).
Announced several new products at Computex 2026, including the Ryzen 7 7700X3D and a Ryzen 7 5800X3D Anniversary Edition CPU, the global launch of the Radeon RX 9070 GRE GPU, and extended support for the AM5 platform through 2029. Medium importance justified by major product launches likely causing ≥5% price impact.
On May 31, 2026, Johnson & Johnson announced positive final results from the Phase 3 PROTEUS study of ERLEADA in prostate cancer; successful Phase 3 results for an oncology blockbuster typically drive a 5-10% price impact, expected.
Received FDA Breakthrough Therapy designation for calderasib (MK-1084) on May 29, 2026. Medium importance as this designation accelerates the development of a key oncology candidate.
A court filing on May 29, 2026, sought preliminary approval for a $175 million settlement to resolve a shareholder lawsuit concerning disclosures related to sales to Huawei.
Ex-dividend date on 2026-05-29 for the quarterly dividend of $0.28 per share declared on 2026-04-30. Low importance as dividends typically result in a minor 1% price adjustment scheduled.