KEDI Global AI Cloud Index

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

Ciena's fiscal Q3 2026 earnings release is scheduled for September 3, 2026, with analysts forecasting EPS of $1.67-$1.73; a 5% price impact is estimated and the event is scheduled.

Ex-dividend date on 2026-08-31 for a quarterly dividend of $0.28 per share, declared on June 24, 2026. Low importance is estimated as dividend impact is typically minimal scheduled.

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.

Analysts forecast an EPS of $-0.19 and revenue of $193.68M for the Q2 2026 earnings release. Medium importance is estimated as the earnings release is expected to have a price impact of at least 5%. The release is scheduled for August 19, 2026, forecasted and scheduled.

CoreWeave is scheduled to release its next earnings report on August 18, 2026. A medium impact is estimated as earnings reports for AI infrastructure companies often drive significant volatility, scheduled.

Coherent is expected to announce its Q4 2026 earnings results with company-guided non-GAAP EPS between $1.52 and $1.72; high importance is estimated due to typical earnings volatility on this projected date, scheduled.

Cisco is scheduled to announce its Q4 and full-year fiscal 2026 financial results after the market close on August 12, 2026; analysts forecast EPS of approximately $1.13. Medium importance is estimated as earnings releases typically drive significant price movement scheduled.

Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results on August 11, 2026. With guidance of $960M-$1.01B revenue and $2.85-$3.05 EPS, a price impact of at least 5% is estimated based on historical volatility 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.

Monolithic Power Systems is scheduled to report its second quarter 2026 financial results after the market closes on July 30, 2026, followed by a Q&A webinar; high importance estimated due to potential for significant price volatility scheduled.

Amphenol is scheduled to report its Q2 2026 earnings results on 2026-07-29, with analysts forecasting EPS around $1.17-$1.19. The company has guided for sales between $8.1 billion and $8.2 billion and adjusted EPS of $1.14-$1.16. High importance is estimated as earnings releases for major tech components companies typically drive significant price movement. This event is scheduled.

Arm Holdings reports financial results for the first quarter of fiscal year 2027 on July 29, 2026; high impact due to AI growth focus expected

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

Q2 2026 earnings release on 2026-07-29; analysts forecast EPS of $0.92, with company guidance at $0.82-$0.88; high importance due to historical volatility estimated.

Nebius Group N.V. is scheduled to release its next earnings report on July 29, 2026. Medium importance is estimated due to the typical market volatility surrounding quarterly results, expected.

Corning is scheduled to release its Q2 2026 financial results on 2026-07-28, with analysts forecasting EPS around $0.76. High importance is estimated due to historical earnings volatility forecasted.

Q2 2026 earnings results and conference call on July 27, 2026. This is a recurring event with high potential for stock price impact scheduled.

Rambus is scheduled to announce its second quarter fiscal year 2026 financial results after market close on July 27, 2026, scheduled. High importance is estimated due to typical earnings-related price volatility.

Amkor Technology to announce its financial results for the second quarter of 2026 after the close of trading, scheduled. Medium importance estimated based on historical earnings volatility.

Celestica will release its second quarter 2026 financial results on July 27, 2026, scheduled.

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.

Intel Q2 2026 earnings report on July 23, 2026; analysts forecast EPS of $0.10-$0.21, with options market pricing a >15% move 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.

The stock price dropped significantly on July 19, 2026, reportedly by as much as 35%, amid concerns over potential changes in compute spending by major client Meta.

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.

Stock price dropped over 10% on July 17, 2026. Reports suggest the drop was not tied to a specific company announcement but rather profit-taking ahead of earnings, valuation concerns, and potential regulatory headwinds.

On July 17, 2026, Nebius announced it had secured its first senior secured debt facility of approximately $775 million to expand its AI cloud platform without equity dilution. The stock closed notably higher in response.

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.

Significant insider selling by executives, including the COO selling over $12M in shares on July 15 and the CTO selling shares on July 14, contributed to a stock decline; estimated >5% impact based on transaction volume, estimated.

CEO Gary Smith and SVP Gage Brodie sold company shares under pre-arranged 10b5-1 trading plans on July 15, 2026.

Coherent announced that it was named to TIME's list of America's Best Companies 2026; low importance is estimated based on positive brand recognition.

Analysts at KeyCorp reiterated an "Overweight" rating and a $2,000 price target on the stock, forecasting FY2026 EPS of $21.05, above the consensus of $20.23 forecasted.