KEDI US AI Software Index

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.

Next quarterly earnings for Q2 2026 are scheduled to be released on July 22, 2026, 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.