KEDI U.S. Medical AI Index

Alphabet Q2 2026 earnings release scheduled for July 22, 2026, with analysts forecasting EPS of approximately $2.85-$2.87 forecasted.

Alphabet held its 2026 Annual Meeting of Shareholders on June 5, 2026. Proposals included an increase to the 2021 Stock Plan share reserve.

Hims & Hers appointed Dr. Anant Vinjamoori as its new Chief Medical Officer on 2026-06-04, which resulted in a 7.23% stock price increase.

Announced a strategic collaboration with CytoDyn to use its ctDNA platform to support CytoDyn's metastatic colorectal cancer development program.

Announced on 2026-06-03 plans to halve its €2.3 billion investment in a new German plant; medium impact estimated due to regulatory headwinds and reduced growth capacity, expected.

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.

Appointed oncology leaders Dr. Thomas Lynch and Dr. Eric Rubin to the company's board of directors.

Presented positive final results from the Phase III SERENA-6 trial for camizestrant in breast cancer at the ASCO 2026 Annual Meeting, showing a 37% reduction in risk of second disease progression or death. High importance estimated due to significant clinical success in a major indication.

The European Commission approved AQUIPTA (atogepant) for the acute treatment of migraine in adults on 2026-06-02; analysts forecast this market expansion will result in a price impact of ≥5% expected.

Announced that the CARES Phase III clinical program for anselamimab, a treatment for light chain amyloidosis, did not meet its primary endpoint in the overall patient population. High importance estimated due to the failure of a late-stage clinical trial.

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.

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 encouraging interim Phase 2 data for its lung cancer treatment candidate, pumitamig, in partnership with Bristol Myers Squibb, at the ASCO annual meeting on May 30, 2026.

Tempus announced FDA approval on 2026-05-29 for a tumor-only indication for its xT CDx platform, enabling migration of its DNA solid tumor portfolio; shares rose about 3.5% on the news.