Sentiment Summary
Recent Events
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.
Fiscal Q3 2026 earnings release on 2026-06-24 is scheduled. High importance is estimated as the $33.5 billion revenue and 81% margin guidance, driven by AI demand, is expected to drive a >10% price impact (scheduled).
Q3 2026 earnings release on or around June 16, 2026. Significant price movement is anticipated based on historical earnings volatility, expected.
Ten-for-one forward stock split with split-adjusted trading beginning on June 12, 2026. High importance as a Trading Issue (stock split) typically drives >10% price impact, scheduled.
Ex-dividend date on June 11, 2026, for a final dividend of HK$1.11 per share and a special final dividend of HK$0.40 per share (announced March 16, 2026), with the payout estimated to have a medium market impact, scheduled.
Ex-dividend date for the quarterly cash dividend of $0.92 per share, payable on June 25, 2026.
Broadcom is scheduled to report its second quarter fiscal year 2026 financial results after the market close on June 3, 2026, with analysts forecasting strong growth driven by AI demand; high importance is estimated due to significant historical price volatility following earnings reports scheduled.
Quarterly cash dividend increased by 21% to $2.30 per share, payable on June 2, 2026. Medium importance as a 21% dividend hike typically results in a >5% price impact, scheduled.
Corning will trade ex-dividend on May 29, 2026, for its quarterly dividend of $0.28 per share declared on April 30, 2026, scheduled
CEO Haviv Ilan is scheduled to speak at the Bernstein 42nd Annual Strategic Decisions Conference on May 28, 2026; market impact is estimated to be low as the presentation is expected to cover existing strategic goals, scheduled.
CEO Tim Archer to present at the Bernstein Strategic Decisions Conference on 2026-05-27 scheduled.
Quarterly dividend of $0.53 per share, with an ex-dividend date of May 21, 2026; low importance estimated as dividend announcements typically result in ~1% price impact scheduled.
Quarterly cash dividend of $0.13 per share declared, an 8.3% increase from the prior dividend. The ex-dividend date is May 21, 2026, scheduled.
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.
Online results briefing for its 2025 annual performance and 2026 first-quarter results scheduled. Estimated price impact is low as this is a routine informational event.
Participation in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on May 19, 2026. Minimal price impact is expected from this routine event, scheduled.
Quarterly dividend ex-date is May 15, 2026, for a payment of $0.08 per share to be made on June 2, 2026. Minimal price impact is expected, scheduled.
First quarter 2026 earnings release on May 14, 2026, scheduled; analysts forecast revenue of approximately $660 million and a significant year-over-year increase in net profit. High importance estimated due to potential for significant market volatility, forecasted
Q1 2026 earnings results for the three months ended March 31, 2026, are scheduled to be released after trading hours on May 14, 2026, and an earnings conference call is scheduled for May 15, 2026. High importance is estimated as earnings releases are major market catalysts scheduled.
Fiscal Q2 2026 earnings release scheduled for after market close on May 14, 2026; analysts forecast revenue of ~$7.69 billion and EPS of ~$2.68, driven by strong AI-related demand; high importance expected due to potential for >10% price impact based on historical volatility forecasted and scheduled.
AMD held its 2026 Annual Meeting of Stockholders on May 13, 2026; a 1% price impact is expected.
Announced Q2 2026 revenue guidance of CNY 7.15 billion to 7.54 billion, representing an 11.47% to 17.55% quarter-over-quarter increase. The gross margin is expected to be between 28.70% and 29.60%. A medium impact is estimated due to the significant revenue growth guidance expected.
Citi analyst Atif Malik raised Broadcom's price target to $500 on May 12, 2026, designating it as the top semiconductor pick for 2026; medium importance is estimated as major analyst upgrades often trigger price movements exceeding 5% forecasted.
Appointment of Ms. Ho Ka Ming as the new Company Secretary and Mr. Lin Junyi as an Executive Vice President on May 12, 2026. Low importance estimated as administrative personnel changes typically have minimal price impact, scheduled
Final and special dividend ex-date of HK$0.34 and HK$0.79 per share on 2026-05-12; payment scheduled for May 29, 2026. Estimated ~1.5% price impact based on dividend yield, scheduled.
AMD announced an expansion of its Ryzen PRO 9000 Series processor lineup on May 12, 2026; a 1% price impact is expected.
Announced on 2026-05-12 the sampling of its industry-leading 256GB DDR5 RDIMM server memory module for AI and data center applications.
Announced a collaboration with Fudan University and Shanghai Guosheng Group Investment on 2026-05-11 to build an integrated circuit innovation center with RMB 1 billion funding; a high market impact (>10%) is estimated based on the investment scale.
Announced a co-innovation partnership with TSMC at Applied's Equipment and Process Innovation and Commercialization (EPIC) Center on May 11, 2026, to accelerate AI scaling.
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.
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.
Held its 2026 annual meeting of shareholders on May 8, 2026, where all director nominees were elected and the independent auditor was ratified, scheduled.
Reported Q4 2026 financial results, with revenue of $1.311 billion, a 35.1% year-over-year increase, and non-GAAP EPS of $0.57, beating analyst estimates. The company provided strong Q1 2027 guidance.
Hosted an Investor Day in New York City on May 7, 2026, to present the company's strategy and long-term outlook.
Announced a quarterly cash dividend of $0.455 per share, payable on 2026-06-05, to stockholders of record on 2026-05-22.
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.