KEDI Nvidia Fixed Tech100 Index

Netflix is estimated to report Q3 2026 financial results on October 20, 2026, with consensus EPS of approximately $0.82-$0.84.

Electronic Arts plans to launch EA SPORTS NHL 27 worldwide for PlayStation 5 and Xbox Series X|S on September 11, 2026.

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.

Third-party earnings calendars now place Credo's first-quarter fiscal 2027 results on September 9, 2026, replacing the prior September 2 estimate.

ADP's calendar now lists an additional weekly National Employment Report Pulse publication for September 9, 2026, following the previously scheduled July 28 and August 11, 18, and 25 releases.

Broadcom is estimated to release its fiscal third-quarter 2026 results on September 3, 2026.

ADP is scheduled to release its August 2026 National Employment Report on September 2, 2026.

Thomas Dittrich is scheduled to become Amgen's executive vice president and chief financial officer on September 1, 2026, succeeding retiring CFO Peter Griffith.

Apple’s previously announced leadership transition is scheduled to take effect on September 1, 2026, with John Ternus becoming CEO and Tim Cook becoming executive chair.

CrowdStrike is scheduled to host its Day Zero Threat Research Summit from August 30 to September 1 and Fal.Con 2026 in Las Vegas from August 31 to September 3.

Electronic Arts and Lucasfilm Games plan to launch Star Wars Zero Company for PC, PlayStation 5, and Xbox Series X|S on August 27, 2026.

Marvell is expected, but has not yet confirmed, to report second-quarter fiscal 2027 financial results after market close on August 27, 2026.

Third-party earnings calendars now show conflicting estimated Baidu Q2 2026 reporting dates of August 19 and August 26, while Baidu had not officially announced a date as of July 28.

Baidu's July 27 EGM notice scheduled an August 26 shareholder vote on mandates, a 2026 share incentive plan and articles amendments required to prepare for its Hong Kong dual-primary listing conversion.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial 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.

Workday's fiscal 2027 second-quarter earnings release is estimated for August 20, 2026, although the company had not confirmed the date as of July 27.

Analog Devices confirmed it will release fiscal Q3 2026 results on August 19, 2026, at 7:00 a.m. ET and hold an earnings call at 10:00 a.m. ET.

The FDA is expected to decide on Regeneron’s priority-reviewed garetosmab BLA for adults with fibrodysplasia ossificans progressiva in August 2026, with catalyst calendars listing August 19.

Microchip will hold its 2026 virtual annual meeting of stockholders on August 18, 2026, at 9:00 a.m. PDT.

Chief Operating Officer Richard J. Simoncic will resign from Microchip effective August 17, 2026, to become chief executive officer of private company Menlo Microsystems.

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

Applied Materials formally confirmed that it will report fiscal Q3 2026 results and hold its earnings call on August 13, 2026.

Netflix is scheduled to stream MLB's August 13, 2026 Field of Dreams game between the Philadelphia Phillies and Minnesota Twins live from Dyersville, Iowa.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

Cisco confirmed that it will report Q4 fiscal 2026 results and hold its earnings call on August 12, 2026, at 1:30 p.m. Pacific time.

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.

Micron executives are scheduled to participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026 at 8:00 a.m. Mountain Time.

Rocket Lab formally confirmed that it will release second-quarter 2026 financial results after the U.S. market close on August 10, 2026, followed by a 5:00 p.m. ET conference call.

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

EA SPORTS Madden NFL 27 begins seven-day early access and Madden NFL 27 Arcade Edition launches exclusively on Apple Arcade on August 6, 2026.

Microchip is estimated to release first-quarter fiscal 2027 results on August 6, 2026.

Natera is estimated to report second-quarter 2026 results on August 6, 2026, with consensus EPS estimates around a loss of $0.51 to $0.52.

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.

ADP is scheduled to release its July 2026 National Employment Report on August 5, 2026.

AMD is scheduled to report fiscal second-quarter 2026 financial results after market close on August 4, 2026.

Amgen has officially scheduled its Q2 2026 earnings conference call for August 4, 2026 at 1:30 p.m. PDT, following the U.S. market close.

Booking Holdings is scheduled to release second-quarter 2026 financial results at approximately 4:00 p.m. ET on August 4, followed by a 4:30 p.m. ET conference call.

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

Gilead is scheduled to release second-quarter 2026 financial results and guidance after the market closes on August 4, 2026.

SpaceX confirmed that it will release second-quarter 2026 financial and operational results after market close on August 4, 2026, followed by a management webcast.

Johnson & Johnson scheduled an August 3 investor call to discuss OTTAVA’s U.S. authorization and planned select-customer commercial launch, creating a competitive read-through for Intuitive.

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.

Honeywell Technologies expects its $1.4 billion all-cash sale of Productivity Solutions and Services to Brady Corporation to close in early August 2026.

Netflix is scheduled to stream WWE SummerSlam internationally on August 1-2, 2026, while the event will be available on ESPN in the United States.

Linde plc is scheduled to release its second-quarter 2026 financial results by 06:00 EDT on July 31, 2026.

Alnylam is scheduled to report second-quarter 2026 financial results before U.S. market open on July 30, 2026.

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.

Apple is scheduled to report fiscal Q3 2026 results after the market closes on July 30, 2026.

Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.

Regeneron is scheduled to report second-quarter 2026 financial and operating results before U.S. market open on July 30, 2026.

Sanofi is scheduled to publish its second-quarter 2026 financial results on July 30, 2026.

ADP is scheduled to release fourth-quarter and fiscal 2026 financial results before the Nasdaq opens on July 29, 2026.

Biogen is scheduled to report second-quarter 2026 financial results before U.S. markets open on July 29, 2026.

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

Fortinet is scheduled to release second-quarter 2026 financial results after market close on July 29, 2026, followed by a 4:30 p.m. EDT conference call.

Lam Research is scheduled to host its June 2026 quarter financial conference call on July 29, 2026.

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

Qualcomm is scheduled to release third-quarter fiscal 2026 results after market close on July 29, 2026.

Linde plc is scheduled to hold its 2026 Annual General Meeting in London on July 28, 2026.

Reuters and other reporting indicated that Apple plans to launch a U.S. device-leasing program called Apple Upgrade with Klarna on July 28, 2026.

KLA is scheduled to release fiscal 2026 fourth-quarter results after the market closes on July 28, 2026, with consensus EPS estimated at $1.00.

Microsoft launched Halo: Campaign Evolved globally on July 28, 2026, including availability through Xbox Game Pass Ultimate and PC Game Pass.

Teradyne plans to release its second-quarter 2026 financial results after market close on July 28, 2026.

Linde signed six power purchase agreements to procure approximately 0.63 TWh per year of renewable electricity for operations in Spain, Greece, South Africa and India.

Amazon Leo filed an FCC application for a direct-to-device constellation of up to 5,105 satellites, with deployment planned to begin in 2028.

Moonshot AI made Kimi K3's model weights available, resolving the scheduled release milestone but not independently validating its claimed open-source chip-design capability.

Cadence reported Q2 2026 revenue of $1.584 billion and non-GAAP diluted EPS of $2.11, and raised its full-year revenue and EPS outlook.

CrowdStrike joined NVIDIA’s inaugural Open Secure AI Alliance to advance open technologies, research and collective defense for AI safety and security.

Honeywell Technologies completed the all-cash sale of its Warehouse and Workflow Solutions business to American Industrial Partners.

Reuters reported that a Chinese state-backed manufacturer has begun producing domestic immersion-DUV lithography tools, creating a potential longer-term competitive read-through for semiconductor-equipment suppliers including Lam Research.

NVIDIA announced a long-term partnership and investment in Safe Superintelligence Inc. that provides SSI access to Vera Rubin systems and is intended to expand its compute capacity by an order of magnitude.

Rocket Lab disclosed that its $266 million U.S. Space Force suborbital-launch contract will begin no earlier than the end of 2026 and primarily use a new Kodiak, Alaska location.

Synopsys introduced two autonomous EDA workflows developed with Microsoft and used by AMD, making them available for evaluation on Microsoft Discovery.

Synopsys and Intel Foundry expanded their collaboration with certified AI-powered EDA flows and planned IP support for Intel 14A.

Reuters reported that China began limited production of domestically developed immersion DUV lithography tools, a potential longer-term competitive risk to ASML's China business.

NVIDIA further expanded its Agent Toolkit with re-architected PhysicsNeMo and updated CUDA-X libraries for autonomous engineering and semiconductor-design workflows.

Synopsys announced fully autonomous agentic workflows for chip verification and thermal engineering developed with NVIDIA technology at DAC 2026.

Samsung Electronics and Broadcom announced an MOU to expand collaboration on memory, leading-edge foundry and advanced packaging for next-generation AI infrastructure, estimated at more than $200 billion through 2030.

BlackRock’s more than $12 billion bond financing for Meta’s El Paso, Texas data-center campus was reported to face softer demand and was expected to price on July 27, 2026.

AWS made Anthropic's Claude Opus 5 available through Amazon Bedrock and the Claude Platform on AWS.

Cisco made its Resilient Infrastructure Services available through Cisco Support Standard and higher tiers, adding AI-assisted exposure assessment, modernization guidance, and continuous-defense services.

Tech Mahindra and Cisco announced a partnership to offer an AI-driven Security Service Edge solution to global enterprises using Cisco Secure Access.

Meta began rolling out agentic Meta AI features powered by Muse Spark 1.1 that can connect to apps and complete tasks for users in select markets.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

Investor notices issued on July 24 confirmed that motions to serve as lead plaintiff in Baldwin v. Intuit Inc. are due September 8, 2026.

HCA Healthcare's Q2 2026 results confirmed declining same-facility inpatient and outpatient surgical volumes, a negative U.S. procedure-demand read-through for Intuitive.

Microchip signed a definitive agreement to acquire edge-AI processor and vision-processing provider Hailo, with closing expected toward the end of the quarter ending September 30, 2026.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

The Defense Intelligence Agency withdrew its ASTRA military-intelligence-system solicitation following Palantir USG’s pre-award protest.

Reuters and other reporting said Qualcomm notified customers of planned double-digit price increases for products shipped after September 1, 2026.

Sanofi discontinued amlitelimab clinical development in moderate-to-severe atopic dermatitis and will not submit the OX40-ligand antibody for global regulatory review.

Starship Flight 13 launched on July 24, deployed 20 next-generation Starlink satellites, completed reentry and a controlled Indian Ocean splashdown, while the Super Heavy booster was lost during its return burn.

Texas Instruments disclosed a new 364-day delayed-draw term loan facility of up to $5 billion to fund consideration and transaction expenses for its pending Silicon Labs acquisition.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

The European Commission fined Google €890 million for Digital Markets Act breaches involving Google Search self-preferencing and Google Play anti-steering restrictions.

Amgen submitted data and analyses to the FDA on July 23, 2026 in support of a hearing request challenging CDER's proposed withdrawal of TAVNEOS approval.

Apple and Ford announced that Apple Maps will be embedded in Ford’s Universal Electric Vehicle Platform beginning with vehicles launching in 2027.

Comcast reported second-quarter 2026 revenue of $29.94 billion, adjusted EPS of $1.04, and free cash flow of $4.60 billion.

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.

EMA’s CHMP adopted a positive opinion recommending EU authorization of Trodelvy plus Keytruda for first-line PD-L1-positive unresectable locally advanced or metastatic triple-negative breast cancer.

Honeywell Technologies' Q2 2026 outlook now reflects the completed Warehouse and Workflow Solutions divestiture, while the Productivity Solutions and Services sale remains expected to close in early August.

Intel reported Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

Intuitive’s SRS 2026 AI and telecollaboration disclosure did not include a commercial product launch, launch timing, or regulatory milestone.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

Synopsys disclosed that AMD used its multi-die design, verification, emulation and memory-interface technologies in developing the Instinct MI455X AI GPU.

Workday announced that Workday Adaptive Planning received FedRAMP Moderate authorization, with availability to Workday Government customers expected in early 2027.

Linde announced its inclusion in the FTSE4Good Index Series for an eleventh consecutive year.

AMD and Anthropic added an up-to-$5 billion AMD equity-investment commitment and a multiyear engineering collaboration to their planned deployment of up to 2 gigawatts of MI450 Series GPUs.

JPMorgan lowered its Alnylam price target to $400 from $420 while maintaining an Overweight rating.

Alphabet raised its 2026 capital-expenditure outlook to $195 billion-$205 billion while reporting second-quarter results.

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.

Microsoft committed $60 million to the U.S. Department of Energy's Genesis Mission and launched its SPARK program office to coordinate AI-for-science support.

Netflix completed its $1.0 billion 5.250% senior unsecured notes offering due 2036, with proceeds intended to repay its 4.375% notes at their November 15, 2026 maturity and for general corporate purposes.

Qualcomm announced that Snapdragon platforms will power Samsung's new Galaxy foldable smartphones, first Snapdragon-powered Galaxy Watches, and intelligent eyewear.

Tesla said it began Cybercab production at Gigafactory Texas during Q2 2026, marking the start of a production ramp for its purpose-built autonomous vehicle.

Tesla said it was securing debt facilities that would provide up to $30 billion of borrowing capacity to accelerate its AI, robotaxi, Optimus, semiconductor and solar investments.

Tesla's Q2 2026 filing showed that a $1.005 billion unrealized gain on its SpaceX equity investment supported reported profit, while operating income fell 57% to $398 million and free cash flow was negative $1.09 billion.

Texas Instruments reported Q2 2026 revenue of $5.46 billion and diluted EPS of $2.14, and guided Q3 revenue to $5.65 billion-$6.15 billion and EPS to $2.23-$2.57.

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.

Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber to provide more efficient AI-agent and cybersecurity capabilities.

Amgen agreed to a proposed $74 million settlement of an investor class action concerning disclosures of its potential IRS tax liability.

ADP reported that U.S. private employers added an average of 16,500 jobs per week in the four weeks ended July 4, with hiring slowing for a fourth consecutive week.

Jefferies downgraded Datadog to Hold from Buy while raising its price target to $280 from $210, citing valuation after the shares' 94% year-to-date rally.

Fortinet and Intel announced a collaboration on July 21, 2026 to develop Fortinet Security Processor 6 (SP6), with Fortinet becoming Intel’s first publicly named cybersecurity silicon customer.

Gilead and Merck announced detailed 48-week Phase 3 results showing once-weekly islatravir/lenacapavir maintained virologic suppression in the ISLEND-1 and ISLEND-2 trials.

Gilead reported 52-week open-label-extension data from PURPOSE 1 and PURPOSE 2 showing sustained efficacy, high adherence, and no new safety signals for twice-yearly lenacapavir PrEP.

Intel and Fortinet announced a collaboration to develop Fortinet Security Processor 6, which Intel will manufacture on its Intel 4 process node.

Intel confirmed that it is planning an additional, unspecified workforce reduction in its Data Center and AI Group as part of its efficiency program.

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

Microsoft and Mistral expanded their strategic partnership through a multibillion-dollar agreement for European AI infrastructure capacity and wider deployment of Mistral models across Microsoft products.

Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

Palo Alto Networks introduced Synthetics, a digital-experience-monitoring capability that proactively validates application availability and performance from global locations.

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

Paychex disclosed that director Kara Wilson will not stand for re-election at its 2026 annual meeting and that the board will reduce from 11 to 10 directors when her term expires.

Sanofi announced a revised Executive Committee on July 21, 2026, with the new structure scheduled to take effect on September 1, 2026.

The first major components of ASML’s High-NA EUV system arrived at NY CREATES’ Albany NanoTech Complex for North America’s first accessible High-NA EUV Lithography Center.