KEDI US AI Software Index

Annual Dreamforce conference on 2026-09-15 to 2026-09-17, where major product and AI strategy announcements are expected; Low importance as the event is a regular occurrence, scheduled.

Adobe's Q3 2026 earnings release is scheduled. A >=5% price impact is expected as earnings reports typically drive significant price movement.

Palo Alto Networks is expected to announce its fiscal fourth quarter and full year 2026 financial results on August 17, 2026, based on past reporting schedules. This routine announcement is estimated to have a price impact of 1% or more expected.

Q2 2026 earnings release scheduled.

Palantir is expected to release its Q2 2026 earnings results on August 3, 2026. Analysts forecast significant year-over-year growth in earnings per share. High importance is estimated due to historical price volatility exceeding 10% during earnings releases scheduled.

Cloudflare is scheduled to report its Q2 2026 financial results after the market closes, with analysts forecasting EPS of approximately $0.27 and revenue of $665 million. This release is expected.

Fortinet is scheduled to announce its second quarter 2026 financial results on July 29, 2026. High importance is estimated as earnings releases typically result in price movements exceeding 10%. This event is scheduled.

Microsoft will report its fiscal year 2026 fourth-quarter and full-year financial results on July 29, 2026, with high importance estimated due to the potential for >10% price movement, scheduled.

Nebius Group N.V. is scheduled to release its next quarterly earnings report on July 29, 2026. Medium importance is estimated as earnings reports typically drive price movements of 5% or more, scheduled.

SAP is scheduled to release its Q2 and Half-Year 2026 financial results after the market closes on 2026-07-23, with an analyst conference call scheduled. Medium importance is estimated as earnings releases typically impact stock price by over 5%.

ServiceNow is scheduled to release its Q2 2026 financial results after the market closes on July 22, 2026, followed by a conference call. This is a recurring event with high potential for stock price impact scheduled.

Starting July 14, 2026, Adobe will begin issuing security patches twice a month (on the second and fourth Tuesdays) to accelerate its response to vulnerabilities. A >=1% price impact is expected.

Quarterly surveys indicated that AppLovin significantly increased its market share among e-commerce advertisers in 2026, with its share of ad budgets rising to 11%.

S&P Global Ratings downgraded Oracle's credit rating to 'BBB-/A-3' from 'BBB/A-2', citing rising business risk and weaker cash flow from the high-cost AI infrastructure buildout. The outlook is stable. This downgrade to near-speculative grade is estimated to cause a price impact of 10% or more.

SAP announced that it welcomes the European Commission's decision to conclude its competition investigation into certain aspects of SAP's on-premise maintenance and support practices on 2026-07-09.

Announced a research pilot with OpenAI to explore how network-level insights can help AI search engines discover and index content more effectively and accurately.

On July 8, 2026, Palantir announced a strategic partnership with SNP, a German software company, to accelerate and secure SAP data transformations for customers.

On July 7, 2026, Palantir announced a significant enterprise expansion with GNP Seguros, Mexico's largest insurance company, to scale the use of its Foundry and AI platforms across GNP's insurance portfolios.

Microsoft announced on July 6, 2026, that it is eliminating approximately 4,800 roles, or 2.1% of its global workforce, with cuts concentrated in the Xbox and commercial business units.