KEDI U.S. Humanoid Robot Index
The index consists of stocks listed on U.S. exchanges that show a high relevance to the humanoid robot industry.
Sentiment Summary
Recent Events
High importance is estimated as earnings reports typically drive significant volatility; Q2 2026 earnings release with revenue guidance of $1.15B-$1.25B and non-GAAP EPS of $1.86-$2.15 is scheduled.
Q2 2026 earnings release is scheduled. Analysts forecast EPS of approximately $4.35. Medium importance is estimated as a standard quarterly earnings event scheduled.
Meta Platforms is expected to release its Q2 2026 financial results after market close on July 29, 2026. Due to historical volatility during earnings for mega-cap tech stocks, a high price impact (>10%) is expected.
Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.
Tesla is expected to announce its Q2 2026 earnings on July 22, 2026. As a major financial disclosure, significant price movement is expected
Q2 2026 earnings release and conference call scheduled. Market impact is estimated to be low (>=1%) as a routine announcement scheduled.
Confirmed planned spin-off/distribution of Honeywell Aerospace from Honeywell International Inc.; Honeywell Aerospace is expected to begin trading on Nasdaq as HONA, and the remaining company is expected to be renamed Honeywell Technologies and continue trading as HON. This qualifies as a trading issue because it is a confirmed corporate action affecting Honeywell shareholders through a share distribution/spin-off.
Meta declared a quarterly cash dividend of $0.525 per share, with an ex-dividend date of June 15, 2026. This dividend announcement is estimated to have a low price impact (>=1%).
Investor day for Honeywell Technologies (RemainCo) on June 11, 2026. Low importance is estimated as investor days typically have limited immediate price impact, scheduled.
Honeywell Technologies (RemainCo) 2026 outlook update call on June 8, 2026. Low importance is estimated for this routine financial update, scheduled.
Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.
The May 2026 Steam Hardware Survey showed AMD's CPU market share among users increased by 0.79% month-over-month to 44.97%, while its GPU share also saw a slight increase to 19.13%. Low importance justified by incremental market share gains likely causing ≥1% price impact.
Announced it received an export license from the U.S. Department of Commerce for its Armenian facility, allowing the use of advanced technology and hardware for research and development in areas like FPGAs.
Quarterly dividend of $0.92 per share (an increase from $0.89) went ex-dividend on June 4, 2026, payable on June 25, 2026. Low impact expected as the increase aligns with historical growth patterns.
Reported Q4 and full-year fiscal 2026 results on June 3, 2026, with quarterly revenue of $9.8 billion, beating estimates, and non-GAAP EPS of $1.55. The company delivered its highest annual revenue growth in 10 years and provided FY27 organic revenue growth guidance of 6.75% to 7.25%.
Announced on June 3, 2026, the submission of 510(k) filings to the FDA to expand the indications for its Hugo robotic-assisted surgery system to include general and gynecologic surgeries, major growth areas.
The Board of Directors approved an increase in the quarterly dividend to $0.72 per share on June 3, 2026, marking the 49th consecutive year of dividend increases. The ex-dividend date is June 26, 2026.
It was reported on June 3, 2026, that the U.S. FTC broadened its antitrust probe into Microsoft's cloud and AI practices. Medium importance is estimated based on the typical 5% market reaction to increased regulatory scrutiny.
Tesla announced the expansion of its unsupervised robotaxi service to the entire Austin, Texas metropolitan area on June 3, 2026.
The UK's Competition & Markets Authority (CMA) announced on June 3, 2026, new conduct requirements for Google's AI-powered search, giving publishers more control over their content.
Hosted an investor day for the upcoming Honeywell Aerospace spin-off company on June 3, 2026, outlining its strategy and financial targets. The stock price fell 3.55% on this day.
On June 3, 2026, Meta unveiled an enterprise AI agent for businesses on its messaging platforms, aiming to compete in the enterprise AI market. The stock rose over 3% following the announcement.
Microsoft held its Build 2026 conference from June 2-3, 2026, unveiling AI updates like the Microsoft IQ intelligence layer, Autopilots agents, and a Mayo Clinic collaboration. High importance is estimated as major AI platform launches typically drive significant market valuation changes.
Julie Knecht was appointed as the next Chief Financial Officer on June 2, 2026, effective August 1, 2026. Market impact is estimated to be low (>=1%) as internal successions typically maintain stability scheduled.
Announced a major expansion of its software portfolio, launching Zebra Nucleus, a unified platform for device management, and new AI-powered Zebra Workcloud solutions to optimize frontline workflows. Low importance is estimated as product launches typically have a smaller immediate market impact compared to earnings.
Alphabet announced an $80 billion equity capital raise on June 1, 2026, to fund AI infrastructure, including a $10 billion investment from Berkshire Hathaway. The offering was upsized to approximately $85 billion on June 3, 2026, due to high demand. This massive capital raise is expected to have a high price impact due to significant dilution.
At Computex 2026 on June 1, 2026, Qualcomm unveiled its 'Dragonfly' brand for data center AI inference chips, signaling a major push into the AI data center market. Medium impact expected due to strategic entry into a high-growth segment.
NVIDIA unveiled the RTX Spark PC superchip and expanded its Microsoft collaboration to push AI-first Windows PCs on 2026-06-01, a strategic PC-market entry that likely had an about 1% to 2% near-term share-price effect based on reported market reaction.
Announced several new products at Computex 2026, including the Ryzen 7 7700X3D and a Ryzen 7 5800X3D Anniversary Edition CPU, the global launch of the Radeon RX 9070 GRE GPU, and extended support for the AM5 platform through 2029. Medium importance justified by major product launches likely causing ≥5% price impact.