KEDI Global Generative AI Index

Adobe is estimated to report FY2026 third-quarter results on September 10, 2026, with company revenue guidance of $6.67 billion to $6.72 billion.

Salesforce is expected to report Q2 FY27 results on September 2, 2026, providing the next test of its $11.27 billion-$11.35 billion quarterly revenue outlook.

Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.

Synopsys is scheduled to report third-quarter fiscal 2026 results after the market closes on August 26, 2026.

Intuit is estimated to report fiscal fourth-quarter 2026 results after market close on August 20, although the company has not yet confirmed the date.

Third-party earnings calendars list Palo Alto Networks as scheduled to report fiscal Q4 2026 financial results on August 17, 2026.

Jury selection in the multistate youth-safety lawsuit against Meta is scheduled to begin on August 12, 2026, with opening statements scheduled for August 18.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Atlassian is scheduled to release fourth-quarter and full fiscal-year 2026 financial results after market close on August 6, 2026.

Cloudflare is scheduled to report financial results for the quarter ended June 30, 2026 after the U.S. market closes on August 6, 2026.

Datadog is scheduled to report second-quarter fiscal 2026 financial results before U.S. markets open on August 6, 2026.

Shopify plans to report financial results for the quarter ended June 30, 2026 before markets open on August 5, 2026.

AppLovin is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

Unity is scheduled to release second-quarter 2026 financial results before the market opens on August 5, followed by an 8:30 a.m. ET webcast.

DigitalOcean is scheduled to report second-quarter 2026 financial results before the market opens on August 4, 2026.

Electronic Arts is estimated to release first-quarter fiscal 2027 results for the quarter ended June 30, 2026, on August 4, 2026.

Hut 8 is scheduled to release second-quarter 2026 financial results before market open on August 4, 2026, followed by an 8:30 a.m. ET conference call.

Palantir is scheduled to release results for the quarter ended June 30, 2026 after the U.S. market close on August 3, 2026.

Corina Cacovean is scheduled to become AppLovin's Chief Legal Officer on August 1, 2026, when Chief Administrative and Legal Officer Victoria Valenzuela retires.

Amazon Leo's FCC waiver takes effect at the July 30, 2026 interim deployment milestone, with later-deployed satellites temporarily losing spectrum-coordination priority until the waiver condition is satisfied.

Amazon is scheduled to hold its second-quarter 2026 financial-results conference call on July 30, 2026.

Roblox is scheduled to report second-quarter 2026 financial results after the market close on July 30, 2026.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after the market closes on July 29, 2026.

Microsoft is scheduled to publish fiscal 2026 fourth-quarter financial results after market close on July 29, 2026.

Moonshot AI plans to release Kimi K3’s full model weights by July 27, creating a near-term validation catalyst for the open-source EDA-disruption concern that drove Cadence’s July 17 selloff.

Cadence is scheduled to report second-quarter 2026 financial results after the market close on July 27, 2026.

Cato Networks announced generally available integrations between its SASE Platform and CrowdStrike Falcon to unify network and endpoint security operations.

The European Commission cleared PIF's acquisition of sole control of Electronic Arts under the EU Merger Regulation, advancing the proposed $55 billion take-private transaction.

SAP reported Q2 2026 results, with current cloud backlog up 26% at constant currencies and its non-IFRS operating-profit outlook reduced by €0.1 billion to reflect July acquisitions.

Galaxy Digital's Helios subsidiary announced a proposed $3.507 billion senior secured notes offering to finance a Texas data center project leased to CoreWeave.

CoreWeave announced that Anam selected CoreWeave Cloud to run inference for real-time photorealistic AI avatars.

CrowdStrike and Cerebras announced a strategic partnership to power Falcon AI Detection and Response with Cerebras inference and secure Cerebras with Falcon.

Intuit launched the Intuit Business Credit Card, a World Elite Business Mastercard that natively syncs spending and receipt data with QuickBooks for U.S. small businesses.

ServiceNow reported second-quarter 2026 results that exceeded revenue and adjusted-profit estimates and raised its full-year subscription-revenue outlook.

Workday made Workday Learning, powered by Sana, generally available globally as an integrated learning solution for Workday HCM customers.

Morgan Stanley downgraded Adobe to Underweight from Equalweight and reduced its price target to $240 from $365.

Morgan Stanley downgraded Intuit to Equal Weight from Overweight and cut its price target to $335 from $580.

Palo Alto Networks expects its proposed acquisition of Embrace to close in fiscal Q1 2027, subject to customary closing conditions.

Morgan Stanley analyst Adam Wood downgraded Salesforce to Equalweight from Overweight and cut the price target to $185 from $287, citing a gap between AI momentum and weakening subscription-revenue growth.

Unity announced the Unity 7 roadmap at Unite Seoul, with an early beta planned for December 2026 and full release scheduled for Q1 2027.

At Unite Seoul, Unity demonstrated a Unity game rendering natively in Unreal Engine in real time, with the planned Unity-to-Fortnite integration targeted for early access in 2027.

NVIDIA's Schedule 13G filed on July 20, 2026 disclosed beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3%, largely through a warrant acquired in its March investment.

Cloudflare made Internal DNS generally available, extending its enterprise Gateway offering with integrated authoritative and recursive private DNS.

Hut 8 fully commercialized its 1 GW Beacon Point campus through a second 15-year, $9.8 billion lease for 352 MW of IT capacity with the existing unnamed high-investment-grade tenant.

Microsoft and AMD expanded their strategic partnership to deploy AMD Helios rackscale infrastructure and new AMD-powered Azure virtual-machine series for AI inference, data pipelines and chip design.

Palantir USG filed a pre-award protest challenging the Defense Intelligence Agency’s ASTRA solicitation for custom software development.