KEDI Palantir 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.

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.

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

Credo is estimated to release first-quarter fiscal 2027 results on September 2, 2026, based on its prior reporting schedule.

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

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

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.

Analog Devices is expected by earnings-calendar providers to report fiscal Q3 2026 results on August 19, 2026, although the company has not confirmed the date.

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.

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

Applied Materials is projected to report fiscal Q3 2026 results on August 13, 2026, with analysts estimating EPS of $3.38.

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 is expected to report fourth-quarter fiscal 2026 earnings on August 12, 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.

Rocket Lab is scheduled to release second-quarter 2026 financial results and host its conference call on August 10, 2026.

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

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.

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.

ADP is scheduled to publish weekly National Employment Report Pulse estimates on July 28 and August 11, 18, and 25, 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.

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

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

Comcast reported second-quarter 2026 revenue of $29.94 billion and adjusted EPS of $1.04, exceeding the $0.96 consensus estimate.

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.

Honeywell Technologies reported Q2 2026 results and raised its full-year adjusted EPS outlook to $8.05-$8.35 following the Aerospace spin-off.

Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% year over year, GAAP diluted EPS of $(2.16), and non-GAAP diluted EPS of $0.42.

Intuitive announced it will present a five-layer surgical-AI development framework and demonstrate real-time telesurgical collaboration between California and Georgia at the SRS 2026 Annual Meeting.

SpaceX retargeted Starship Flight 13 for July 23, 2026 after its July 16 launch attempt aborted during engine ignition.

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.

Alphabet reported second-quarter 2026 revenue of $119.8 billion, up 24% year over year, and diluted EPS of $9.11.

Baidu said the Hong Kong Stock Exchange acknowledged its application to convert its Hong Kong secondary listing to a dual-primary listing.

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.

The FDA granted Johnson & Johnson De Novo authorization for its OTTAVA robotic surgical system for multiple general-surgery procedures.

Netflix completed a $1 billion offering of 5.250% senior unsecured notes due 2036 to refinance 2026 debt 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's subsequently filed Q2 2026 Form 10-Q confirmed $28.24 billion of revenue and non-GAAP diluted EPS of $0.33, resolving the previously pending filing verification.

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.

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.

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

The U.S. Space Force awarded Rocket Lab USA a $266 million firm-fixed-price contract for 12 suborbital launches from Alaska, with six additional launches optional.

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.

Barclays raised its CRDO price target to $300 from $260 and maintained its Overweight rating.

AMD and Microsoft expanded their strategic partnership, with Microsoft set to deploy AMD Helios at scale on Azure for frontier-model inference and Azure AI services.

Lam Research became a founding member of CuspAI’s AI Materials Foundry, a global materials-discovery network focused in part on semiconductors.

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.

Netflix advertising inventory became available through The Trade Desk's Sellers and Publishers 500+ marketplace without a minimum spend requirement.

NVIDIA expanded its Agent Toolkit with open Omniverse libraries for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation.

Bristol Myers Squibb announced it will deploy an NVIDIA DGX SuperPOD built with DGX Vera Rubin NVL72 systems to expand AI-enabled drug discovery and development.

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

ASML confirmed it intends to grant eligible employees conditional stock worth €20,000 from January 1, 2027, contingent on continued employment through 2030.