KEDI Global Generative AI Index

Annual Dreamforce conference on 2026-09-15 to 2026-09-17, where major product and AI strategy announcements are expected; Low importance as the event is a regular occurrence, scheduled.

Adobe's Q3 2026 earnings release is scheduled. A >=5% price impact is expected as earnings reports typically drive significant price movement.

Shopify will shut down its 'Stocky' inventory management app on August 31, 2026; a 1% price impact is estimated due to minor service disruption scheduled.

Nutanix is expected to report its Q4 and full fiscal year 2026 financial results on or around August 26, 2026, 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.

Palo Alto Networks is expected to announce its fiscal fourth quarter and full year 2026 financial results on August 17, 2026, based on past reporting schedules. This routine announcement is estimated to have a price impact of 1% or more expected.

Atlassian Q4 and full-year FY2026 earnings report on August 6, 2026, providing a full-year summary and guidance for FY2027; high importance estimated due to potential for significant price impact scheduled.

Hut 8 is expected to release its Q2 2026 earnings results on August 6, 2026, as analysts forecast based on historical reporting patterns; a 5% price impact is estimated based on historical earnings volatility forecasted.

Unity scheduled to release second quarter 2026 financial results on August 5, 2026, expected. High importance estimated due to typical high volatility during earnings calls.

Shopify's Q2 2026 earnings release and conference call are scheduled for August 5, 2026, before market open; a 5% price impact is estimated based on historical volatility scheduled.

Q2 2026 earnings release scheduled.

DigitalOcean's Q2 2026 earnings report is scheduled.

Palantir is expected to release its Q2 2026 earnings results on August 3, 2026. Analysts forecast significant year-over-year growth in earnings per share. High importance is estimated due to historical price volatility exceeding 10% during earnings releases scheduled.

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.

Cloudflare is scheduled to report its Q2 2026 financial results after the market closes, with analysts forecasting EPS of approximately $0.27 and revenue of $665 million. This release is expected.

Roblox is scheduled to report its Q2 2026 financial results after the market close on July 30, 2026, following a Q1 report where the company lowered its full-year guidance, making this release critical for assessing the impact of its safety features on user growth and bookings 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.

Q1 Fiscal Year 2027 earnings results release on July 29, 2026, 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.

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.

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.

SAP is scheduled to release its Q2 and Half-Year 2026 financial results after the market closes on 2026-07-23, with an analyst conference call scheduled. Medium importance is estimated as earnings releases typically impact stock price by over 5%.

ServiceNow is scheduled to release its Q2 2026 financial results after the market closes on July 22, 2026, followed by a conference call. This is a recurring event with high potential for stock price impact scheduled.

Starting July 14, 2026, Adobe will begin issuing security patches twice a month (on the second and fourth Tuesdays) to accelerate its response to vulnerabilities. A >=1% price impact is expected.

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.

Quarterly surveys indicated that AppLovin significantly increased its market share among e-commerce advertisers in 2026, with its share of ad budgets rising to 11%.

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.

Quarterly dividend of $1.20 per share, ex-dividend date on 2026-07-09. This routine corporate action is estimated to have a 1-5% price impact, scheduled.

SAP announced that it welcomes the European Commission's decision to conclude its competition investigation into certain aspects of SAP's on-premise maintenance and support practices on 2026-07-09.

Announced a research pilot with OpenAI to explore how network-level insights can help AI search engines discover and index content more effectively and accurately.

On July 8, 2026, Palantir announced a strategic partnership with SNP, a German software company, to accelerate and secure SAP data transformations for customers.

DigitalOcean announced preliminary record Q2 2026 results, expecting revenue growth of approximately 29% year-over-year and remaining performance obligations (RPO) to exceed $800 million, a more than tenfold increase from the prior year.

On July 7, 2026, Palantir announced a significant enterprise expansion with GNP Seguros, Mexico's largest insurance company, to scale the use of its Foundry and AI platforms across GNP's insurance portfolios.

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.