Akros U.S. AI Cloud Infrastructure Index

Next earnings release is scheduled for May 19, 2026. High importance estimated based on historical price volatility following earnings, scheduled.

Medium importance is estimated as earnings releases typically drive price movements of 5% or more. Coherent Corp. is scheduled to release its third-quarter fiscal 2026 financial results scheduled. Analysts forecast an EPS of around $1.33-$1.40 forecasted.

Q1 2026 earnings release scheduled. The company guided for revenue between $286 million and $297 million and EPS between $0.53 and $0.54. High importance expected due to significant market reaction to past earnings scheduled

Arista Networks is scheduled to release its financial results for the first quarter of 2026 after market close on May 5, 2026 scheduled; impact estimated at Medium based on historical earnings volatility.

Medium importance is estimated as earnings releases typically drive volatility; Lumentum's fiscal third-quarter 2026 financial results are scheduled.

First quarter 2026 earnings release is scheduled before market open on April 22, 2026, with analysts forecasting EPS of approximately $1.01 scheduled. Low importance is justified as this is a routine announcement of an upcoming earnings date.

CoreWeave announced an expanded $21 billion long-term AI cloud capacity agreement with Meta Platforms on April 9, 2026; the $21B value suggests a price impact of 10% or more, expected

CoreWeave announced the pricing of an upsized $1.75 billion offering of senior notes due 2031 on April 9, 2026; the $1.75B debt size suggests a price impact of 5% or more, expected

Announced advancements in its silicon carbide (SiC) epitaxy capabilities, enabling power devices up to 10kV for AI datacenter and industrial power applications.

Lumentum announced privately negotiated agreements on April 7-8, 2026, to exchange approximately $474.6 million of its convertible senior notes for approximately 5.7 million shares of common stock; high importance is estimated due to significant debt reduction.

Rosenblatt upgraded Arista from Neutral to Buy and raised its price target, citing large data-center orders from major AI companies. The stock rose over 8% on the news.

Analysts from Mizuho and JP Morgan significantly raised their price targets on Lumentum on April 8, 2026, contributing to a 9.8% stock price increase; continued growth is forecasted.

Announced the appointment of Hilary Maxson as the new Chief Financial Officer, effective April 8, 2026. Market analysts estimate a price impact of 5-10% due to the strategic importance of the leadership transition, estimated.

Hedgeye analysts identified Arista as a short idea, citing competitive pressures and risks from customer diversification, with a potential 40% downside forecasted; impact estimated at Low due to the speculative nature of analyst reports.