KEDI US AI Value Chain TOP3Plus Index

Q3 2026 earnings release scheduled; significant price impact from the previously guided approximately $29.4 billion revenue is expected.

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

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.

Astera Labs is scheduled to release its financial results for the second quarter of 2026 after the market close on August 4, 2026, with a conference call to follow; high importance estimated due to typical high volatility surrounding earnings for high-growth semiconductor companies scheduled.

AMD is scheduled to report its Q2 2026 financial results after market close on August 4, 2026. High importance is estimated as earnings for major tech firms typically drive >10% volatility, scheduled.

Arista Networks is scheduled to release its financial results for the second quarter of 2026 after the market closes on August 4, 2026, with a conference call to follow. Analysts forecast revenue of approximately $2.85 billion and EPS of $0.88, which is forecasted. A price impact of ≥5% is estimated based on historical earnings volatility. The event is scheduled.

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.

Amazon's second quarter 2026 financial results release is set for July 30, 2026; high impact expected due to historical earnings volatility 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.

Microsoft is scheduled to release its fiscal fourth-quarter 2026 earnings after the market closes on July 29, 2026; neutral impact estimated as market reaction depends on Azure growth and AI capital expenditure returns, 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.

AMD is scheduled to hold its flagship 'Advancing AI 2026' event on July 23, 2026. High importance is estimated due to anticipated major product announcements in the AI sector, scheduled.

Alphabet is scheduled to release its second-quarter 2026 financial results after the market closes on July 22, 2026; analysts forecast focus on Google Cloud and AI growth, with high importance estimated.

On July 18, 2026, news emerged that Chinese competitor ChangXin Memory Technologies (CXMT) filed for a large IPO to expand DRAM production, raising concerns about future oversupply and contributing to a recent decline in Micron's stock price.

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.

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.