KEDI Global AI Cloud 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.

Q3 2026 earnings release including analyst EPS forecasts of $3.67 and company guidance of $3.63-$3.69. A price impact of 5-10% is estimated based on historical earnings volatility, and the event is scheduled.

CoreWeave is scheduled to release its next quarterly earnings report on August 18, 2026. High importance is estimated due to expected price volatility exceeding 10% scheduled.

Astera Labs is scheduled to release its financial results for the second quarter of 2026 after the market close, followed by a conference call. High volatility (>10%) is expected based on previous earnings reactions 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%.

Arista Networks is scheduled to release its financial results for the second quarter of 2026 after U.S. markets close on Tuesday, August 4, 2026, scheduled. High importance is estimated as earnings reports typically result in significant price volatility.

Q2 2026 earnings release with analysts forecasting EPS around $5.65-$5.85 on July 30, 2026 scheduled. High importance is estimated due to the historical volatility of earnings releases.

Amphenol's Q2 2026 earnings release 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.

Arm Holdings will report Q1 fiscal year 2027 results on July 29, 2026, after market close. This event is assigned medium importance as earnings reports typically drive significant volatility scheduled

Nebius Group N.V. is scheduled to release its next quarterly earnings report on July 29, 2026. Medium importance is estimated as earnings reports typically drive price movements of 5% or more, scheduled.

Corning is scheduled to release its Q2 2026 earnings results. The company has guided for Q2 sales of approximately $4.6 billion and EPS of $0.73–$0.77. The options market is pricing in a potential 11.2% stock price swing following the announcement, expected.

Celestica second quarter 2026 financial results release after market close on July 27, 2026, with a conference call on July 28 and high market impact from growth volatility expected.

Q2 2026 earnings results and conference call for July 27, 2026, with high importance estimated due to the potential for price impact exceeding 10% based on results and guidance, scheduled.

Q2 2026 earnings release and conference call scheduled. This event is estimated to have a >= 5% price impact due to typical earnings volatility, scheduled.

Q2 2026 earnings results and conference call webcast scheduled. Analysts forecast EPS of around $2.05 on revenue of $1.576 billion forecasted. Price impact is expected to be neutral as the event is scheduled.

Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026. High importance is estimated as this is a recurring event with high potential for stock price impact 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 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.

Announced a major expansion of its European infrastructure, planning to build out 200MW of AI compute capacity across France and the Nordics by the end of 2027. High importance estimated due to the significant scale of the expansion.

Announced an expanded manufacturing partnership with Flex to increase production capacity of its CS-3 AI accelerator system by approximately 7x through 2026. High importance estimated due to the massive increase in production capacity.

S&P Global Ratings downgraded Oracle's credit rating to 'BBB-/A-3' from 'BBB/A-2', citing rising business risk and weaker cash flow from the high-cost AI infrastructure buildout. The outlook is stable. This downgrade to near-speculative grade is estimated to cause a price impact of 10% or more.

CoreWeave was named a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure on July 9, 2026.

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%.

Celestica appointment of Steven Dorwart as President of CCS segment effective July 6, 2026, succeeding Jason Phillips.

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.