Akros U.S. AI Cloud Infrastructure Index
The index provides exposure to U.S.-listed companies highly related to AI cloud infrastructure, including neocloud providers and AI data center equipment.
Sentiment Summary
Recent Events
First quarter fiscal year 2027 earnings results are scheduled to be released on May 29, 2026. Market impact is estimated at >1% as earnings releases typically drive volatility scheduled.
Next quarterly earnings report for Q1 2026 scheduled on 2026-05-13; High importance estimated as a key performance indicator, scheduled.
Coherent Corp. is expected to release its financial results for the third quarter of fiscal year 2026, scheduled. High importance is estimated based on the stock's history of significant price movement following earnings reports.
Astera Labs is scheduled to release its financial results for the first quarter of 2026 after the market close on May 5, 2026, with a conference call to follow; high volatility is anticipated for this AI-sector earnings release scheduled.
Arista Networks is scheduled to announce its Q1 2026 financial results after U.S. markets close on Tuesday, May 5, 2026. Medium importance is estimated as earnings reports for high-growth networking companies often trigger price swings exceeding 5%, scheduled.
Lumentum is scheduled to announce its fiscal third quarter 2026 financial results after the market closes on May 5, 2026, scheduled.
Nebius Group is scheduled to report its Q1 2026 earnings on April 29, 2026, as analysts forecast an EPS of -$0.77. This is a non-confirmed scheduled date. High importance expected due to potential high volatility in AI sector earnings forecasted.
Vertiv will report its first quarter 2026 financial results on April 22, 2026, scheduled; analysts forecast significant year-over-year growth, forecasted. High importance is estimated as AI-driven earnings often result in >10% price movement.
On 2026-04-16, CoreWeave announced the pricing of a $1 billion private offering of 9.750% senior notes due 2031 at 102% of principal; High importance estimated due to significant capital structure impact.
Oracle announced a partnership with AWS on April 16, 2026, to provide direct connections between OCI and AWS, enhancing multicloud capabilities. This strategic partnership is estimated to result in a price impact of approximately 5%, expected.
On April 16, 2026, Stifel analysts maintained a 'Buy' rating and raised their price target on the stock to $140 from $120. Market impact is estimated at >1% as analyst upgrades often influence investor sentiment forecasted.
On 2026-04-15, announced a $6 billion AI cloud agreement and $1 billion equity investment from Jane Street; High importance estimated due to substantial revenue growth and capital infusion.
On April 15, 2026, completed a $1 billion public offering of 5.300% Senior Notes due 2036 to be used for general corporate purposes. Market impact is estimated at >1% due to the scale of the financing.
On 2026-04-14, completed a private offering of $4 billion in 1.75% convertible notes due 2032 and $1.75 billion in 9.750% senior notes due 2031; High importance estimated due to the massive scale of financing.
On April 13, 2026, Oracle announced an expanded partnership to procure up to 2.8 GW of power from Bloom Energy for AI data centers. This expansion is estimated to cause a stock surge with a price impact of at least 5%, expected.
CEO and Chairperson Jayshree Ullal sold 112,812 shares of common stock on April 13, 2026, as part of a pre-arranged Rule 10b5-1 trading plan.