KEDI Global AI Cloud Index

Lumentum's next earnings release for Q4 2026 is scheduled for August 11, 2026; high importance as a primary volatility driver scheduled.

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.

Arm's Q1 fiscal year 2027 earnings release on July 29, 2026, with guided revenue of $1.26 billion and adjusted EPS of $0.40 expected. Importance is estimated as Low as it is a standard scheduled release.

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

Ericsson is scheduled to release its Q2 2026 earnings report on July 14, 2026, which will provide an update on financial performance and outlook; Medium importance is estimated as earnings releases typically drive price volatility over 5%, scheduled.

A quarterly cash dividend of $0.52 per share was declared, with the ex-dividend date scheduled for July 10, 2026. The dividend is payable on July 29, 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.

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.

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.

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.

Baidu held its 2026 Annual General Meeting (AGM) in Beijing on June 5, 2026. No proposals were submitted for shareholder approval, making it a procedural event. Low importance is assigned as the event is expected to have a minimal market impact of approximately 1%.

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.

Held 2026 Annual Meeting of Stockholders on June 4, 2026. Low importance estimated for routine corporate governance event. Scheduled.

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.

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.

On June 3, 2026, Zacks Research analysts cut their full-year 2026 earnings per share forecast for Akamai to $3.90 from a previous estimate of $4.21 and maintained a 'Strong Sell' rating, forecasted. This is estimated to have a negative impact as it reflects lowered growth expectations.

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.

Participation in the BofA Securities 2026 Global Technology conference on 2026-06-03, scheduled. Low importance is assigned as conference participation generally has limited immediate price impact.

Announced a collaboration with Cisco on June 3, 2026, to enhance cyber resilience for enterprises. This follows other recent partnership announcements with Red Hat (May 12) and Google Cloud (April 22).

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.

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.

Announced an expanded collaboration with NVIDIA on June 2, 2026, to integrate Akamai's security capabilities directly into NVIDIA's AI factory infrastructure, aiming to enhance Zero Trust security for AI workloads. This is estimated to have a positive impact due to the strategic importance of AI security partnerships.

Announced expansion of Taiwan operations and Cloud-Scale Interop Lab on June 2, 2026, to accelerate AI infrastructure deployment. Low importance estimated for long-term operational expansion. Scheduled.

Reported Q4 fiscal 2026 results with revenue of $437.0M (+157% YoY) and adj. EPS of $1.16, beating analyst expectations. Despite the beat and strong guidance, the stock fell over 12% in after-hours trading due to extremely high market expectations.

Announced completion of system-level validation for NVIDIA's Vera Rubin NVL72 platform on June 1, 2026, causing the stock to surge approximately 14%.

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.

Announced a private exchange of approximately $650.4 million of its 0.50% convertible senior notes due 2028 for approximately 5 million shares of common stock on June 1, 2026.

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.

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 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.