KEDI U.S. Medical AI Index

Detailed Phase III CARDIO-TTRansform results for Wainua (eplontersen) are scheduled for presentation at ESC Congress 2026 in Munich on 28-31 August.

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

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.

Absci is scheduled to report second-quarter 2026 business updates and financial and operating results after market close on August 11, 2026.

Hims & Hers will report second-quarter 2026 financial results after market close on August 10, 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.

Caris Life Sciences is scheduled to report second-quarter 2026 financial results on August 5, 2026 and host a live webcast at 4:30 p.m. ET.

Eli Lilly will announce second-quarter 2026 financial results and hold its earnings call on August 5, 2026.

Schrödinger is scheduled to report second-quarter 2026 financial results after market close on August 5, 2026, followed by a 4:30 p.m. ET conference call and webcast.

BioNTech is scheduled to report second-quarter 2026 financial results and host an investor webcast with a corporate update on August 4, 2026.

Recursion is estimated to report second-quarter 2026 results on August 4, 2026, with third-party consensus EPS now approximately -$0.25.

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.

AbbVie is scheduled to release second-quarter 2026 financial results before the U.S. market opens on July 31, 2026, followed by an 8:00 a.m. CDT earnings webcast.

Tempus AI is scheduled to report second-quarter 2026 financial results on July 30, 2026.

AstraZeneca is scheduled to publish its H1 and Q2 2026 financial results before market open on 27 July 2026.

FDA’s Pharmacy Compounding Advisory Committee completed its peptide review by recommending Semax and Epitalon for the 503A Bulks List and rejecting Emideltide, leaving six of seven reviewed peptides with favorable recommendations.

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.

AstraZeneca's Etcamah (camizestrant) was approved in the EU with a CDK4/6 inhibitor for first-line ER-positive, HER2-negative advanced breast cancer with an emergent ESR1 mutation.

Genmab and AbbVie clarified that EPCORE DLBCL-1 did not meet its sole U.S. primary endpoint because epcoritamab monotherapy did not significantly improve overall survival versus investigator's-choice chemoimmunotherapy.

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

Intuitive’s SRS 2026 AI and telecollaboration disclosure did not include a commercial product launch, launch timing, or regulatory milestone.

Eli Lilly reported positive Phase 3 TRIUMPH-2 and TRIUMPH-3 topline results for retatrutide, with a U.S. BLA submission planned for the first quarter of 2027.

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.

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

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.

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.

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.

Tempus entered into a definitive agreement to acquire Personalis to add tumor-informed molecular residual disease testing to its precision-oncology platform.