KEDI Palantir Value Chain Index

Confirmed corporate action: Tokyo Electron Ltd will implement a 5-for-1 common-stock split, with September 30, 2026 as the record date and October 1, 2026 as the effective date.

Fourth-quarter fiscal 2026 earnings release and conference call scheduled.

Next quarterly earnings for Q4 2026 are scheduled to be reported around September 22, 2026, with analysts forecasting EPS of approximately $31.39 scheduled. Medium importance estimated as earnings releases typically cause significant price volatility.

Quarterly cash dividend of $0.92 per share announced, with the ex-dividend date set for September 3, 2026; Low importance is estimated as quarterly dividends are regular events with minimal price impact, scheduled.

NVIDIA's Q2 FY27 financial results and conference call are scheduled. High importance is estimated due to the significant market impact typically associated with the company's earnings reports.

Quarterly dividend with an ex-dividend date of August 20, 2026. The dividend of $0.91 per share is payable on September 10, 2026, to shareholders of record on August 20, 2026.

Importance is an estimate as the market reaction will depend on the actual results versus expectations; Q2 2026 earnings release scheduled.

AMD will report fiscal second quarter 2026 financial results on August 4, 2026, after the market close. Analysts forecast significant year-over-year growth in EPS. High importance estimated due to historical earnings volatility, scheduled.

Q2 2026 earnings release scheduled for 2026-08-03. A price impact of ≥10% is estimated due to high valuation and focus on growth, scheduled.

Full Q2 2026 earnings results and conference call scheduled. The detailed breakdown of divisional performance, especially in semiconductors and the impact of new bonus structures, is expected.

Amazon to report its Q2 2026 financial results after market close on July 30, 2026, scheduled.

Huntington Ingalls Industries will release its Q2 2026 financial results on July 30, 2026, with a conference call scheduled for the same day; a medium impact is expected as quarterly earnings typically drive significant price movement scheduled.

Low price impact is estimated as the market typically awaits the actual results; FY2027 Q1 earnings release scheduled.

Q2 2026 earnings release scheduled for July 29, 2026, including a conference call. High importance estimated due to historical volatility during earnings announcements, scheduled.

Meta Platforms is scheduled to release its Q2 2026 financial results after market close on July 29, 2026, followed by a conference call. Analysts forecast EPS of $7.18 and revenue of $60.22B, which would be a significant increase from the previous year, with investor focus on AI monetization strategies. This event is scheduled.

Microsoft is scheduled to report its fourth quarter and full fiscal year 2026 financial results after market close on July 29, 2026. Analysts forecast adjusted EPS of $4.24 on revenue of $87.67B, which would be a significant increase from the prior year. High importance is estimated based on typical price volatility for major tech earnings. This event is scheduled.

As earnings releases typically cause significant volatility, the Q2 2026 earnings release for after market close on July 29, 2026 is scheduled.

Qualcomm is scheduled to release its Q3 fiscal 2026 earnings results on July 29, 2026, after market close; Medium importance is estimated as earnings guidance typically drives significant market volatility, scheduled.

Boeing is scheduled to release its Q2 2026 financial results on July 28, 2026. Analysts forecast a loss per share of -$0.24, an improvement from the prior year. The event is scheduled.

Booz Allen Hamilton is scheduled to report its Q1 Fiscal Year 2027 earnings on July 24, 2026. Analysts forecast earnings of $1.49 per share on revenue of $2.81 billion, scheduled. (Estimated impact: Neutral as the market typically prices in consensus forecasts).

SAP is scheduled to release its Q2 and Half-Year 2026 financial results after market close on July 23, 2026. Analysts forecast revenue around $11.4 billion and EPS of approximately $2.00. High importance is estimated as earnings results for major tech firms often trigger price movements exceeding 10%; this event is scheduled

Alphabet is scheduled to report its second-quarter (Q2) 2026 financial results on July 22, 2026, after the market close. High importance is estimated due to the potential for a 10% price impact from the earnings surprise scheduled

Full Q2 2026 results and investor conference call on July 22, 2026. High importance for the guidance update is estimated following the 20% preliminary drop, scheduled.

Northrop Grumman to release Q2 2026 financial results before market open on July 21, 2026, scheduled. High importance is estimated due to the potential for significant price volatility following the announcement.

The ex-dividend date for a quarterly cash dividend of $0.63 per share on July 21, 2026 scheduled.

On July 20, 2026, AMD announced the launch of its first rack-level AI system, Helios, and an expanded strategic partnership with Microsoft to deploy systems on Azure. High importance estimated due to the strategic impact of AI infrastructure news.

Effective July 20, 2026, the FAA restored Boeing's authority to self-certify the airworthiness of all new 737 MAX and 787 aircraft, ending years of direct FAA oversight following safety and quality issues.

S&P Global downgraded Oracle's long-term credit rating to BBB-, citing risks from its aggressive AI-related capital spending plan which has led to negative free cash flow.

On July 20, 2026, reports emerged that Meta is in talks to lease up to $10 billion in AI compute capacity to Anthropic and has hired former AWS executive Dave Brown to lead its new cloud compute division, signaling a major strategic push to monetize its AI infrastructure.

Announced a $6.9 million order from the Australian Department of Defence for counter-drone systems on July 20, 2026; the stock price reacted positively.

On July 20, 2026, Meta faced a court case in Tennessee concerning allegations that it knowingly designed Instagram to be addictive for adolescents, highlighting ongoing legal and regulatory risks related to the platform's impact on teen mental health.

SAP announced on July 17, 2026, that it has completed the acquisition of Prior Labs, a company specializing in Tabular Foundation Models (TFMs), to enhance its Business AI capabilities.

The first flight test of the autonomous electronic warfare system on July 16, 2026, which is estimated to have a 1-5% market impact, is scheduled.

Filed a prospectus supplement for the potential resale of 3.4 million common shares by existing shareholders on July 15, 2026; the stock price declined.

IBM issued preliminary Q2 2026 results on July 14, 2026, missing revenue ($17.2B vs ~$17.86B expected) and EPS ($2.93 vs ~$3.01 expected) estimates due to Infrastructure segment weakness, causing a >20% stock drop.

Boeing announced on July 14, 2026, that it delivered 64 commercial airplanes in June, bringing its second-quarter total to 171, viewed as a positive indicator for financial performance.

Broke ground on a new facility in Roy, Utah, on July 14, 2026, to support the Sentinel ICBM program and other strategic deterrence missions.