Akros U.S. AI Tech Top10 Index
Concentrated exposure to the Top-10 U.S. AI champions across chips, cloud, and software.
Sentiment Summary
Recent Events
Fiscal Q3 2026 earnings release with company guidance for record revenue of approximately $33.5 billion; Medium importance estimated as record guidance typically drives significant market anticipation, expected.
Apple's Worldwide Developers Conference (WWDC) 2026 keynote is scheduled for 2026-06-08; a medium price impact (≥5%) is expected from the announcement of new AI features, scheduled.
Second quarter fiscal year 2026 earnings report and conference call scheduled for June 4, 2026. High importance is assigned as earnings reports for major tech companies typically result in significant price volatility; analysts' EPS estimate of $2.38 is forecasted.
NVIDIA is scheduled to report its financial results for the first quarter of fiscal year 2027 on May 20, 2026, after the market closes; high impact (>=10%) expected as quarterly results are key performance indicators scheduled.
AMD will report Q1 2026 financial results on 2026-05-05 after market close; estimated medium impact given the stock's recent double-digit post-earnings volatility, scheduled.
Apple's Q2 2026 earnings release is scheduled for 2026-04-30; analysts forecast revenue of $109.27 billion, and a medium price impact (≥5%) is forecasted based on the 13-16% growth guidance, forecasted.
Meta Platforms is scheduled to report its Q1 2026 financial results after the market closes on April 29, 2026, scheduled. High importance is estimated as earnings reports for major tech firms typically result in significant price volatility exceeding 10%.
Microsoft will publish its fiscal year 2026 third-quarter financial results after the market closes on April 29, 2026; high importance is estimated as earnings releases for major technology companies often lead to significant market reactions, scheduled.
Alphabet is scheduled to report first-quarter 2026 financial results and hold its conference call on 2026-04-29, a near-term earnings catalyst scheduled.
Tesla Q1 2026 financial results and webcast are scheduled for after market close on April 22, 2026, following a Q1 delivery report that missed analyst expectations. High importance is estimated due to the historical tendency for significant price movement following earnings releases, scheduled.
TSMC is scheduled to announce its Q1 2026 financial results and hold an earnings conference on April 16, 2026. Analysts forecast strong results driven by high demand for AI chips. High importance is estimated due to the significant market impact of quarterly earnings, scheduled
TSMC announced its March 2026 sales revenue on April 10, 2026, providing a key data point on AI chip demand fulfillment.
On April 9, 2026, Meta announced a $21 billion deal with CoreWeave to expand its AI cloud infrastructure. The agreement, signed March 31, 2026, provides dedicated AI cloud capacity through 2032.
On April 8, 2026, Meta announced Muse Spark, the first large language model from its new Meta Superintelligence Labs, designed to power a more capable AI assistant across its products.
Announced a strategic investment in SiMa.ai on April 8, 2026, to integrate its LPDDR5X memory into SiMa's platform for AI systems at the edge, targeting robotics and industrial automation.
Julia Liuson, President of Microsoft's Developer Division, announced on April 8, 2026, that she will be stepping down, effective June 2026, and moving into an advisory role. This is part of a broader series of leadership changes.
Apple filed a legal motion on 2026-04-07 to request evidence from Samsung Electronics as part of an ongoing antitrust case; a low price impact (≥1%) is expected from this procedural step, expected.