KEDI US AI Tech Top 10 Index

Broadcom's next quarterly earnings report for Q3 2026 is scheduled. Medium importance is estimated as earnings releases typically result in a 5-10% price impact scheduled.

NVIDIA's Q2 FY2027 earnings report on August 26, 2026, is expected to have a high price impact (>10%) based on historical volatility and is scheduled.

AMD is scheduled to report its fiscal second quarter 2026 financial results after the market close on August 4, 2026. The company has guided for revenue of approximately $11.2 billion and a non-GAAP gross margin of approximately 56%, which is expected. High importance is estimated as earnings releases typically cause price impacts exceeding 10%.

Amazon is expected to release its Q2 2026 financial results after the market closes on July 30, 2026. Analysts forecast revenue of approximately $196 billion and EPS of $1.82. High importance is estimated due to historical earnings volatility 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.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after market close on July 29, 2026. The company has guided for Q2 revenue to be in the range of $58-$61 billion, and the market reaction is expected to be neutral until the actual release scheduled.

AMD will host its 'Advancing AI 2026' event on July 22-23, 2026, where it is scheduled to launch its next-generation Zen 6 CPU architecture, beginning with the EPYC 'Venice' server processors, scheduled. High importance is estimated as a major architecture launch is a key price catalyst.

Analysts forecast EPS around $2.87 and revenue of $113.6 billion for the Q2 2026 earnings release on July 22, 2026, with a focus on continued Cloud growth and AI monetization. This event is estimated to have a ≥5% price impact and is scheduled.

Q2 2026 financial results and webcast are scheduled for after market close on July 22, 2026. Market impact is estimated to be low as it is a routine earnings announcement, scheduled.

Q2 2026 earnings release and Q3 2026 guidance scheduled. Analysts forecast strong growth driven by AI demand; high importance is estimated due to expected price impact exceeding 10%, making the event scheduled.

On July 10, 2026, the European Commission escalated its investigation into Meta, alleging that the 'addictive design' of Facebook and Instagram may harm children's mental and physical health, a breach of the Digital Services Act (DSA). A confirmed violation could result in fines of up to 6% of global annual revenue.

Announced on July 9, 2026, an increased U.S. investment plan to over $250 billion through 2035 to boost domestic semiconductor production and meet long-term demand. The announcement coincided with a construction milestone at its New York fab. This massive long-term investment is estimated to have a >5% price impact expected.

NVIDIA officially denied rumors of a delay to its Kyber NVL144 AI platform on July 7, 2026, reaffirming that the product roadmap remains on schedule, which led to a stock price increase of over 1%.

Disclosed in a court filing on July 6, 2026, that four US states are seeking approximately $1.4 trillion in penalties in an upcoming trial related to child safety allegations. Meta stated the amount is unsupported by evidence.

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.

Announced a long-term Strategic Customer Agreement (SCA) with Ford Motor Company on July 6, 2026, to secure the supply of memory and storage for Ford's next-generation vehicles. This partnership is estimated to have a >1% price impact expected.