Akros U.S. AI Data Center TOP4 Plus Index

First quarter 2026 financial results and conference call on 2026-05-05 scheduled. High importance is estimated as earnings releases typically result in price movements exceeding 10%.

Lumentum is scheduled to announce its fiscal third quarter 2026 financial results on May 5, 2026, after the market closes scheduled.

Fiscal third-quarter 2026 earnings results scheduled. Analysts forecast significant revenue and EPS growth driven by AI demand. High impact estimated due to historical earnings volatility, scheduled.

Celestica is scheduled to release its first quarter 2026 financial results after market close, with a conference call to follow on April 28, 2026, expected. This event is estimated to have a market impact of at least 1%.

Vertiv Holdings Co. is scheduled to report its first quarter 2026 financial results before the market opens on April 22, 2026. High importance is estimated as earnings for AI infrastructure leaders typically result in ≥10% price volatility. This is scheduled.

Sandisk Corporation stock will be added to the Nasdaq-100 Index prior to market open on April 20, 2026. High impact estimated due to index-tracking fund inflows, scheduled.

Announced on 2026-04-15 that trading firm Jane Street has committed approximately $6 billion to use CoreWeave's AI cloud platform and made a direct equity investment of $1 billion in Class A common stock.

Applied Digital announced a restructuring of its lease agreements with CoreWeave for its North Dakota data centers on April 15, 2026. This move is estimated to have a medium market impact of at least 5% as it is intended to lower the company's cost of capital through investment-grade credit backing.

DENSO announced on April 15, 2026, a strategic partnership to modernize its core supply chain systems using Oracle Fusion Cloud Applications and AI.

Vertiv announced a collaboration with CPower Energy to turn battery energy storage systems into grid resources to improve grid capacity on April 14, 2026.

Analysts at Evercore ISI reiterated a bullish stance on the stock, with a bull case forecast for a rally to $2,600. Low impact estimated as a reiteration of existing sentiment, forecasted.

Oracle announced an expanded partnership with Bloom Energy on April 13, 2026, to procure up to 2.8 gigawatts of fuel cell systems to power its AI data centers. The stock rose over 12% on the news.

Vertiv announced the acquisition of BMarko Structures to enhance its Infrastructure Solutions business in North America on April 13, 2026.

Announced on 2026-04-10 a multi-year agreement with major AI lab Anthropic to support the development of its Claude AI models.

Announced on 2026-04-10 the pricing of an upsized $3.5 billion convertible senior notes offering to raise capital for expansion.