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KEDI US AI Electric Power Infrastructure Index

Modernizing power: U.S. innovators shaping energy infrastructure for an AI-enabled future.

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Sentiment Summary

Positive
6
Neutral
12
Negative
2

Recent Events

8/10/2026, 12:00:00 AM
Oklo Inc (OKLO)
Earnings Release

Next quarterly earnings release for Q2 2026 is expected.

8/6/2026, 12:00:00 AM
NuScale Power Corp (SMR)
Earnings Release

Next quarterly earnings release is on or around August 6, 2026, based on past reporting schedules expected. (Medium importance estimated based on typical volatility during earnings).

8/6/2026, 12:00:00 AM
Constellation Energy Corp (CEG)
Earnings Release

Q2 2026 earnings release on August 6, 2026, with low importance estimated based on historical price movements, is expected.

7/31/2026, 12:00:00 AM
nVent Electric plc (NVT)
Earnings Release

Second quarter 2026 earnings release scheduled for 2026-07-31. High importance due to estimated price impact of 10% or more as earnings releases are primary drivers of stock price volatility; scheduled.

7/30/2026, 12:00:00 AM
Quanta Services Inc. (PWR)
Earnings Release

As the market positions itself ahead of the report, analysts forecast that a price impact of at least 1% is estimated; Q2 2026 earnings release for 2026-07-30 is scheduled.

7/22/2026, 12:00:00 AM
GE Vernova Inc (GEV)
Earnings Release

High importance is estimated due to potential 10% price impact for the Q2 2026 earnings release and conference call scheduled.

6/18/2026, 12:00:00 AM
EnerSys (ENS)
Other

Ex-dividend date on 2026-06-18 for a quarterly cash dividend of $0.2625 per share; estimated low impact as it is a routine quarterly dividend, scheduled.

6/12/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Other

Quarterly cash dividend of $0.0625 per share, with an ex-dividend date of June 12, 2026. The dividend is payable on June 25, 2026, to shareholders of record as of June 15, 2026. Low importance is assigned as routine dividends typically have <1% price impact, scheduled.

6/11/2026, 12:00:00 AM
EnerSys (ENS)
Other

EnerSys will host an Investor Day on 2026-06-11 to present its 'EnerGize' strategic framework and growth opportunities; estimated low impact as it is a scheduled informational event, scheduled.

6/9/2026, 12:00:00 AM
Entergy corporation (ETR)
Other

Entergy will host its 2026 Investor Day on 2026-06-09 to discuss long-term growth expectations and strategy, following a significant increase in its capital expenditure plan announced in Q1. This event is scheduled. A Medium impact is estimated as investor days often clarify multi-year growth trajectories which can shift valuation multiples by 5% or more.

Ex-dividend date (2026-06-09) for the Q2 2026 quarterly cash dividend of $0.67 per share, which was declared on April 21, 2026.

6/4/2026, 12:00:00 AM
Centrus Energy Corp (LEU)
Other

Centrus Energy announced the selection of Geiger Brothers as the construction contractor for the expansion of its uranium enrichment capacity at the Piketon, Ohio plant. This is part of the major expansion project where Fluor Corporation is the engineering, procurement, and construction (EPC) contractor, scheduled. Medium importance is estimated due to the significant scale of the infrastructure expansion contract.

6/4/2026, 12:00:00 AM
Exelon Corp (EXC)
Other

Ex-dividend date on 2026-06-04 for a regular quarterly cash dividend of $0.42 per share, declared on April 28, 2026, scheduled. Importance reflects standard price adjustment on ex-dividend dates.

6/4/2026, 12:00:00 AM
GE Vernova Inc (GEV)
Other

Announced a contract with Powerica Limited to supply 28 wind turbines for a 106.4 MW project in Gujarat, India, with deliveries scheduled to begin in Q4 2026.

6/2/2026, 12:00:00 AM
NuScale Power Corp (SMR)
Other

Announced the appointment of two new members, Stuart A. Harshaw and Dr. Dale E. Klein, to its Board of Directors, effective May 29, 2026. (Low importance as board changes typically have minimal immediate stock impact).

6/1/2026, 12:00:00 AM
Oklo Inc (OKLO)
Other

CFO Richard Craig Bealmear and CEO Jacob Dewitte sold 73,081 and 60,000 shares, respectively, on 2026-06-01 under a pre-arranged 10b5-1 trading plan, leading to an 11% stock price decline.

6/1/2026, 12:00:00 AM
Talen Energy Corp (TLN)
Other

Announced on June 1, 2026, that it received the final outstanding regulatory approvals, including from FERC, for its acquisition of the Lawrenceburg, Waterford, and Darby power plants. High importance estimated due to the significant scale of the asset acquisition.

6/1/2026, 12:00:00 AM
Cameco Corp (CCJ)
Other

On 2026-06-01, Cameco announced an agreement to acquire an additional 2.871% interest in the Cigar Lake Joint Venture for $115.75 million, with closing expected in Q3 2026; a medium price impact is estimated due to increased ownership in a core asset scheduled

6/1/2026, 12:00:00 AM
Constellation Energy Corp (CEG)
Other

Announced pricing of a secondary public offering of 11,000,000 shares by certain shareholders at $281.00 per share on June 1, 2026, alongside a 2,000,000 share repurchase intention; the stock declined 6.6% on the day of the announcement.

6/1/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Other

Announced the introduction of the first converged physical infrastructure digital twin for NVIDIA Omniverse DSX, aiming to accelerate AI factory deployment. Low importance is assigned as product launches generally result in a ~1-2% price impact, expected.

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