Sentiment Summary
Recent Events
Ex-dividend date (2026-06-08) for a quarterly cash dividend of $0.22 per share, representing a 5% increase from the prior dividend. The dividend was declared on April 27, 2026 and is payable on June 15, 2026. A 1-2% price impact is estimated as dividend increases are generally viewed positively by the market, scheduled.
The ex-dividend date for the 2025 final dividend of HK$2.52 per share is scheduled for June 5, 2026. The payment date is June 24, 2026. A price impact of 1-2% is estimated on the ex-date scheduled.
Ex-dividend date for the final dividend of RMB 0.1329 per share for the fiscal year 2025 on 2026-06-03, scheduled.
Ex-dividend date for the 2025 final dividend of RMB 0.0908 per share on 2026-06-02; a price impact of ≥1% is estimated as the stock price typically adjusts by the dividend amount. scheduled
Kuaishou Technology is expected to announce its first quarter 2026 financial results on May 27, 2026. Analysts forecast revenue and adjusted profit to be in line with market consensus, and the event is expected to cause over 10% price volatility expected.
Salesforce is scheduled to release its first-quarter fiscal 2027 financial results on 2026-05-27 after the market close. This scheduled release is estimated to have at least a 1% price impact scheduled.
Q4 and full-year results for the fiscal year ending March 31, 2026, are scheduled to be announced. A final dividend will also be considered. This is a future event, so importance is an estimate based on typical market reaction to annual earnings reports. scheduled
Quarterly dividend ex-date of $0.91 per share on 2026-05-21. The dividend was declared on March 10, 2026, and is payable on June 11, 2026.
Analog Devices is scheduled to release its second quarter fiscal year 2026 financial results on May 20, 2026; high importance is estimated due to historical earnings volatility, scheduled.
NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.
Palo Alto Networks is scheduled to announce its Q3 2026 earnings results on 2026-05-19. Analysts forecast EPS of around $0.79-$0.81 forecasted. Neutral impact is estimated as the market awaits actual performance against these estimates.
Tencent is scheduled to announce its Q1 2026 financial results on May 13, 2026. Analysts forecast revenue growth of 9.6%-12.4% and adjusted net profit growth of 7.3%-14.4% year-over-year. High importance is estimated due to the significant market volatility typically associated with major tech earnings releases, forecasted.
Intel's Annual Stockholders' Meeting on May 13, 2026; low importance justified by expected <1% impact from routine proceedings, scheduled.
AppLovin is scheduled to announce its financial results for the first quarter of 2026 after the market closes on May 6, 2026. Analysts forecast revenue of approximately $1.77 billion and EPS of $3.40. Medium importance is estimated based on historical earnings volatility, scheduled.
AMD is scheduled to report its fiscal first quarter 2026 financial results after the market close on May 5, 2026. This is a future event, and its impact will depend on the reported figures and forward guidance. Importance is estimated as High due to the significant potential for price movement typical of earnings releases. scheduled
Palantir is scheduled to release its Q1 2026 earnings results on May 4, 2026, after the close of U.S. markets. Options markets are pricing in a potential post-earnings stock move of over 10%, expected.
ServiceNow will host its Financial Analyst Day on May 4, 2026, where executives are scheduled to provide financial updates and showcase capabilities for AI-driven workflows and platform innovation; this routine event is estimated to have a low impact scheduled
Palo Alto Networks announced its intent to acquire Portkey, a company specializing in AI gateway technology, on 2026-04-30, with the deal expected to close in the fourth quarter of fiscal 2026 expected. Positive impact is estimated as the acquisition strengthens its AI security portfolio.
Announced on April 29, 2026, a change to its share buyback plan (worth CNY 6.5B to 13B), stating that all repurchased shares will be canceled to reduce registered capital instead of being used for employee incentives. This significant reduction in share supply is estimated to have a high price impact, scheduled.
Alphabet announced Q1 2026 revenue of $109.9 billion (up 22% YoY) and EPS of $5.11 on 2026-04-29, significantly beating analyst estimates. Growth was driven by strong performance in Google Search and a 63% revenue increase in Google Cloud. A >10% price impact is estimated due to the significant earnings beat, expected.
Qualcomm reported Q2 fiscal 2026 non-GAAP EPS of $2.65 and revenue of $10.6 billion on April 29, 2026, beating analyst estimates, though weak Q3 guidance resulted in a price impact of over 10%.
Announced Q1 2026 results on 2026-04-29: revenue increased 9.32% YoY to RMB 24.32 billion, and net profit attributable to shareholders rose 30.15% YoY to RMB 380 million; the significant profit growth is estimated to result in a 5-10% price impact expected.
Leapmotor's Chairman expressed confidence in achieving the 1 million vehicle sales target for 2026 (Medium importance estimated as ambitious sales targets influence investor sentiment by ≥5%), scheduled.
Meta reported Q1 2026 revenue of $56.31B (+33% YoY) and EPS of $10.44, both beating analyst expectations. However, the company also raised its full-year 2026 capital expenditure guidance to $125B-$145B to support AI investments, causing the stock to decline over 8% on April 30.
The European Commission announced preliminary findings that Meta may have violated the Digital Services Act (DSA) by not adequately preventing children under 13 from accessing its platforms. A confirmed breach could result in fines of up to 6% of the company's global revenue. This significant regulatory risk is estimated to have a medium market impact of at least 5%.
Reported Q1 2026 results on April 29, 2026, with revenue of CNY 131.1 billion (a 2.55% YoY increase) and net profit of CNY 12.67 billion (a 2.03% YoY increase). The modest growth is estimated to result in a low price impact, expected.
Tencent Cloud announced that its media solutions won Product of the Year awards at the 2026 NAB Show on April 29, 2026. Low importance is assigned as industry awards generally have a limited immediate impact on stock price.
Salesforce announced Agentforce Operations on 2026-04-29, a new product for automating back-office tasks. New product launches generally have a low immediate impact on stock price of at least 1%.
Microsoft reported Q3 2026 earnings on 2026-04-29 with revenue of $82.9 billion and EPS of $4.27, beating analyst expectations. However, Q4 guidance was slightly below forecasts and the company announced a significant increase in planned 2026 capital expenditures, leading to a minor stock price decline in after-hours trading.
Repurchase of 5.0791 million H-shares for approximately HKD 174.5 million on April 28, 2026; Low importance is estimated as the buyback volume likely results in a 1-5% price impact, scheduled.
On April 28, 2026, AMD announced its flagship global AI event, "Advancing AI 2026," to be held on July 23, 2026, to showcase its latest AI solutions.
Reports emerged on April 27, 2026, that Qualcomm will be a key chip supplier for OpenAI's AI-native smartphone, causing a stock price increase of over 10%.
Announcement of Q1 2026 results on April 27, 2026, with 12.5% revenue growth and 1.9% profit growth; Medium importance is estimated as revenue growth likely drives a >5% price impact, expected.
China's Ministry of Commerce expressed concerns over the EU's Industrial Accelerator Act and its impact on Leapmotor's European expansion (Medium importance estimated as regulatory hurdles typically impact price by ≥5%), scheduled.
On April 27, 2026, it was announced that Oracle partnered with Bloom Energy to power its 'Project Jupiter' AI data center in New Mexico using fuel cell technology.