Sentiment Summary
Recent Events
Microsoft is scheduled to report its Q4 and full-year fiscal 2026 earnings results on 2026-07-28, with analysts forecasting EPS around $4.24-$4.33. High importance is estimated due to typical 10% price volatility following earnings scheduled.
AMD's 'Advancing AI 2026' event to detail future AI product roadmaps on July 23, 2026 is expected to have a 5% price impact scheduled.
Oracle is scheduled to release its Q4 and full fiscal year 2026 financial results on June 16, 2026; high importance is estimated as earnings reports for major cloud providers often trigger price impacts exceeding 10% scheduled.
Ex-dividend date for the final dividend of HK$2.52 per share on 2026-06-05. Low importance estimated as the dividend information was previously announced and is scheduled.
Ex-dividend date for the quarterly cash dividend of $0.92 per share, payable on June 25, 2026.
Ex-dividend date for the 2025 final dividend of RMB 0.1329 per share on 2026-06-03, with payment on 2026-06-24; the dividend distribution is projected to provide a small positive price support of over 1%, scheduled
Fiscal Q3 2026 earnings results for the quarter ending April 30, 2026, are scheduled to be released after market close; high importance justified by typical earnings volatility, scheduled.
Ex-dividend date for the final dividend of RMB 0.0908 per share for the fiscal year 2025 on 2026-06-02, with payment on 2026-07-08 scheduled.
AppLovin announced its Axon platform will have its public launch in June 2026, opening it up for self-serve advertiser access, which is expected to drive scale and adoption. This event is scheduled.
Kuaishou Technology is scheduled to report its unaudited first quarter 2026 financial results after the Hong Kong market closes on May 27, 2026; a 5-10% price impact is estimated based on historical earnings volatility scheduled.
Salesforce is scheduled to release its Q1 Fiscal 2027 financial results after the market closes on May 27, 2026; Medium importance is estimated as earnings releases typically drive significant price volatility, scheduled
Annual General Meeting on 2026-05-26 to approve 2025 results and dividends; this routine corporate meeting is projected to have a minimal price impact of around 1%, scheduled
Full fiscal year 2025/2026 earnings release for the year ending March 31, 2026 is scheduled. Analysts forecast Q4 revenue between $15.15B-$21.98B and net profit between $234M-$445M. High importance is estimated as annual earnings typically result in >10% price impact, and these results are forecasted.
Annual General Meeting for 2026 on 2026-05-21. Low importance estimated as it is a routine corporate event scheduled.
Ex-dividend date on 2026-05-21 for a quarterly dividend of $0.91 per share, announced on 2026-03-10, payable on 2026-06-11.
Analog Devices is scheduled to release its Q2 2026 financial results on May 20, 2026, followed by a conference call. High importance is estimated as earnings releases often result in price impacts of 10% or more scheduled.
NVIDIA 1Q FY2027 financial results are scheduled for 2026-05-20 after market close; estimated medium impact because options and analyst previews point to a mid-single-digit post-earnings move, scheduled.
Midea Group announced the completion of issuing HK$17.248 billion in zero-coupon convertible bonds to its wholly-owned subsidiary, Midea Investment Development Limited, on 2026-05-14. The bonds, convertible into the company's H-shares, are split into two tranches: HK$8.624 billion due in 2027 and HK$8.624 billion due in 2033.
ZTE and PT Telkom Indonesia signed a Memorandum of Understanding (MoU) on 2026-05-13 to strengthen strategic cooperation in developing digital solutions and infrastructure; importance is Medium as MoUs typically signal long-term growth but limited immediate price impact, scheduled.
Tencent reported Q1 2026 results with revenue of CNY 196.5 billion, a 9% year-over-year increase, and non-IFRS net profit attributable to equity holders of CNY 67.9 billion, an 11% increase. The results showed slower revenue growth but highlighted significant progress and investment in AI.
AMD held its 2026 Annual Meeting of Stockholders on May 13, 2026; a 1% price impact is expected.
Secured a $72 million enterprise license agreement with the U.S. Air Force on May 13, 2026, to consolidate various systems onto a single platform
AIDS Healthcare Foundation filed a lawsuit against Alphabet on 2026-05-13. This is estimated to have a Low (>=1%) impact as legal challenges are frequent for tech giants and rarely result in immediate significant price movement.
Microsoft-owned LinkedIn announced plans on 2026-05-13 to lay off approximately 5% of its workforce as part of a restructuring.
Alphabet announced 'Googlebook' and 'Gemini Intelligence' on 2026-05-12. This major strategic AI push is estimated to have a High (>=10%) impact on market sentiment regarding the company's future hardware ecosystem.
Kuaishou confirmed it is evaluating a potential restructuring and external financing for its Kling AI unit on May 12, 2026; this strategic move is estimated to have a 5% impact on market valuation scheduled.
The EU's highest court ruled on May 12, 2026, that Meta must negotiate with Italian news publishers for fair compensation; this regulatory precedent is estimated to have a >5% price impact expected.
Cancellation of 10,245,600 repurchased H shares on May 12, 2026, to reduce total issued shares scheduled; Low importance estimated as it is a routine capital management action.
On 2026-05-12, China's market regulator conditionally approved Tencent's acquisition of an equity stake in audio platform Himalaya.
AMD announced an expansion of its Ryzen PRO 9000 Series processor lineup on May 12, 2026; a 1% price impact is expected.
Announced a $4B debt offering on May 12, 2026, to refinance Armis acquisition debt; low importance as refinancing typically has minimal price impact, scheduled.
Launched Idira, a new identity security platform designed to integrate discovery, control, and governance of human, machine, and AI agent identities, building on the CyberArk acquisition.
Announced a strategic cooperation agreement with Hitachi (China) on May 11, 2026, to jointly explore humanoid robot applications in smart manufacturing. Medium importance assigned as this partnership is estimated to have a ≥5% price impact, scheduled.
On May 11, 2026, it was reported that SK Hynix is testing Intel's advanced packaging technology for its High Bandwidth Memory (HBM), signaling a potential major partnership for Intel's foundry services.
Santa Clara County filed a lawsuit against Meta on May 11, 2026, alleging profit from fraudulent ads on Facebook and Instagram; the estimated price impact is >1% due to legal and reputational risks expected.
On May 8, 2026, it was widely reported by sources including the Wall Street Journal that Intel reached a preliminary agreement to manufacture chips for Apple using its 18A process, causing a significant positive stock reaction.
Announced an expanded strategic partnership with Stellantis to deepen cooperation in joint purchasing and utilize Stellantis' plants in Spain for joint production of Leapmotor and Opel models, starting as early as 2026.
Following IBM's 'Think 2026' conference, RBC Capital analysts lowered their price target on the stock to $300 from $330, citing peer multiple compression, while maintaining an 'Outperform' rating, forecasted.
NVIDIA announced a strategic partnership with IREN on 2026-05-07 to support up to 5 gigawatts of AI infrastructure, alongside a right to invest up to $2.1 billion in IREN; estimated low positive impact given added AI capacity and internal cloud access rather than immediate NVIDIA revenue recognition.