KEDI U.S. Robotaxi Index
The index consists of U.S.-listed equities that are highly relevant to the robotaxi industry, with emphasis on software and platform.
Sentiment Summary
Recent Events
Lyft Q2 2026 earnings release and conference call scheduled. The company forecasted Q2 gross bookings to grow approximately 18% to 21% year-over-year.
Next quarterly earnings release for July 30, 2026 is scheduled
Amazon's Q2 2026 earnings release is expected on July 30, 2026. The company guided for net sales between $194.0 billion and $199.0 billion. Low importance is assigned as the market reaction has not yet occurred expected.
Mobileye is scheduled to release its Q2 2026 financial results on 2026-07-23. A price impact of >=1% is expected as earnings reports typically trigger significant volatility scheduled.
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
The annual Prime Day shopping event is scheduled to begin on June 23, 2026, running for an expanded four-day period until June 26, 2026. This is expected to boost Q2 retail sales. Medium importance is estimated based on historical revenue impact scheduled.
Baidu held its 2026 Annual General Meeting (AGM) in Beijing on June 5, 2026. No proposals were submitted for shareholder approval, making it a procedural event. Low importance is assigned as the event is expected to have a minimal market impact of approximately 1%.
Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.
Pony AI's Hong Kong-listed Class A ordinary shares (HKEX: 2026) are scheduled to be included in the Shanghai-Hong Kong Stock Connect program on June 4, 2026, making them accessible to mainland Chinese investors. This inclusion is estimated to have a high price impact (>10%) due to significant new capital inflows from mainland China, scheduled.
Announced a major investment initiative of over €10 billion on June 4, 2026, to modernize its European fulfillment network with advanced robotics and to accelerate international delivery services. The plan includes creating 25,000 new jobs.
WeRide's Hong Kong-listed shares (HKEX: 0800) were included in the Hong Kong Stock Connect program, effective June 4, 2026, allowing eligible mainland Chinese investors to trade the shares.
Pinterest announced a new agreement on June 4, 2026, to spend $4 billion on Amazon Web Services (AWS) cloud services through 2031, highlighting continued major customer commitments to the AWS platform.
Filed a report with the Hong Kong Stock Exchange on June 4, 2026, detailing share repurchase activities during May 2026, where the company bought back over 11 million Class A shares to be held as treasury shares.
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.
At its Annual Stockholders Meeting on June 3, 2026, shareholders re-elected three directors and ratified the selection of PricewaterhouseCoopers as auditor.
Restructuring layoffs of 23% of the 'People and Places' division on June 3, 2026; analysts forecast a ≥1% price impact estimated.
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.
Uber reportedly made an offer to acquire Delivery Hero for $11.6 billion on June 1, 2026; analysts forecast a ≥10% price impact estimated.
Announced an expanded collaboration with NVIDIA to accelerate edge AI adoption on June 1, 2026.
Acquisition of additional 12.5% stake in Careem Technologies for $100 million on June 1, 2026; analysts forecast a ≥5% price impact estimated.
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.