Akros U.S. AI Cloud Infrastructure Index

Vertiv will hold its 2026 annual meeting of stockholders on June 17, 2026. This is estimated to have a Low impact (>1%) as a routine administrative event, scheduled.

Q1 fiscal 2027 earnings release is scheduled for 2026-05-28. Analysts forecast non-GAAP EPS of $0.76-$0.80 and revenue of $2.40 billion, estimated and scheduled.

Vertiv is scheduled to host its 2026 Investor Conference on May 19-20, 2026. This is estimated to have a Low impact (>1%) as a routine strategic update, scheduled.

Q1 2026 earnings release scheduled for May 07, 2026. Importance is estimated as High due to significant stock volatility following the last earnings report. scheduled

Coherent's fiscal third-quarter 2026 earnings release on May 6, 2026, scheduled; Medium importance assigned as earnings dates for tech stocks often see >5% volatility.

Arista Networks is scheduled to release its Q1 2026 financial results after the market close on May 5, 2026. Analysts forecast revenue of approximately $2.62 billion and EPS of $0.81; the impact is neutral pending actual results, scheduled.

Lumentum is scheduled to announce fiscal Q3 2026 results on May 5, 2026. Market analysts estimate this release will have a >10% price impact following the previous record quarter scheduled.

Announced on Apr 30, 2026, the expansion of CoreWeave SUNK capabilities to accelerate the deployment of AI workloads across multi-cloud environments. Importance is Low as product expansions typically have limited immediate price impact.

S&P Global upgraded Coherent's credit rating to 'BB' on April 27, 2026; Medium importance assigned as credit upgrades for growth companies can trigger significant institutional buying.

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.