KEDI Global Generative AI Index
Invest in companies redefining industries with generative AI.
Sentiment Summary
Recent Events
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.
Pegasystems Q2 2026 financial results expected; importance is low as the date is estimated based on past schedules with no current market impact.
Q2 2026 earnings release scheduled. The company has provided guidance for revenue between $1.555 billion and $1.595 billion and non-GAAP EPS between $2.02 and $2.08. Market reaction is estimated to be neutral as guidance is already public scheduled.
Next quarterly earnings for Q2 2026 are scheduled to be released on July 22, 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.
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.
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%).
Adobe is scheduled to report its Q2 2026 earnings on 2026-06-11 after the market closes. Analysts forecast EPS of ~$5.83 on revenues of ~$6.46 billion. A price impact of ≥5% is estimated based on historical earnings volatility. This event is scheduled.
Quarterly cash dividend of $0.44 per share with an ex-dividend date of June 11, 2026; low importance as dividends typically have minimal price 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.
Hut 8's subsidiary, Beacon Point DC LLC, to offer $4.25 billion in senior secured notes for a Texas AI data center campus on June 4, 2026. High importance is estimated due to the massive scale of financing relative to market cap, scheduled.
ServiceTitan announced fiscal Q1 2027 results, beating analyst estimates with revenue of $268.8 million. The company also raised its full-year revenue and operating income guidance, causing the stock to surge over 12% in after-hours trading.
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.
Announced an expanded partnership with Cognizant on June 4, 2026, to integrate Cognizant's Neuro AI Trust platform with the ServiceNow AI Control Tower, aiming to provide continuous, automated AI governance and assurance for enterprises; positive impact expected from AI service expansion.
On June 4, 2026, Snap announced the acquisition of Illumix, a spatial augmented reality (AR) company, to enhance the capabilities of its Specs smart glasses project. The stock rose over 7% on the news.
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.
Announced the integration of NVIDIA's 'Build Your Own Transaction Foundation Model' developer example into its AI offerings to help financial institutions build transaction intelligence applications.
Hut 8 to appoint Mark Eidelman as Head of Investor Relations and Senior Vice President of Strategic Finance on June 4, 2026. Low importance is estimated as non-CEO executive changes typically have minimal price impact, scheduled.
Salesforce to unveil a new suite of autonomous AI agents at its Connections event on June 3, 2026; medium importance estimated for significant product launch scheduled.
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.
S&P Global Ratings upgraded Snap's issuer credit rating to 'BB-' from 'B+' with a positive outlook, citing improving financial performance, lower leverage, and better free cash flow.
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.
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.
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.
Wix announced it was selected as a partner for OpenAI's Codex Enterprise launch, providing a plugin to enable users to create business websites directly through the AI platform by connecting to Wix Headless.
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.
CFO Matt Steinfort sold 10,000 shares for approximately $1.7 million under a pre-arranged 10b5-1 trading plan.
Announced completion of system-level validation for NVIDIA's Vera Rubin NVL72 platform on June 1, 2026, causing the stock to surge approximately 14%.
Cadence announced the industry's first fully autonomous virtual agentic AI design engineer, powered by NVIDIA Nemotron models, extending its ChipStack AI Super Agent.