KEDI US AI Value Chain TOP3Plus Index

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.

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.

Nokia's Q2 2026 and half-year financial report is scheduled for 2026-07-23. High importance is estimated as quarterly results typically drive significant price movement; scheduled.

Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.

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.

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.

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%).

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.

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.

TSMC's shares will trade ex-dividend on 2026-06-11 for a declared quarterly cash dividend of approximately $0.95 per share to be paid in July 2026; a price impact of over 5% is estimated based on the dividend yield 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.

Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.