KEDI U.S. Humanoid Robot Index

Medtronic scheduled first-quarter fiscal 2027 results for September 1, 2026, with a financial release at approximately 5:45 a.m. CT and webcast at 6:45 a.m. CT.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

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.

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.

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.

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

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

Rockwell Automation confirmed that it will release fiscal third-quarter 2026 results before market open on August 4, followed by a 7:30 a.m. CDT webcast conference call.

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.

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

Aurora is scheduled to release second-quarter 2026 results after market close on July 29, with analysts expecting a $0.12-per-share loss and about $1.658 million of revenue.

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.

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

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.

Aurora announced a customer agreement under which Value Truck plans to begin driverless freight hauls using Aurora’s second-generation trucks on the Dallas–Laredo and Fort Worth–Phoenix routes.

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

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.

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

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.

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.

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.

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

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.

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.

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

Aurora launched second-generation driverless trucks and said it plans to deploy them across its U.S. Sun Belt commercial network, which includes 10 driverless routes.

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.

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

U.S. agencies updated their advisory on Iranian-affiliated attacks against internet-connected PLCs with new detection and mitigation guidance specific to malicious reusable-code-module changes in Rockwell Automation/Allen-Bradley programs.

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.