Akros U.S. AI Data Center TOP4 Plus Index
Concentrated exposure to U.S. AI data center and cloud infrastructure leaders across services, operations, and equipment.
Sentiment Summary
Recent Events
Next quarterly earnings report for Q1 2026 scheduled on 2026-05-13; High importance estimated as a key performance indicator, 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.
Fiscal third-quarter 2026 earnings results scheduled to be reported on April 30, 2026. Medium impact expected as market anticipates future growth targets, 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.
First quarter 2026 financial results to be released after market close on April 27, 2026, with a conference call scheduled for April 28, 2026. This is a highly anticipated release expected to provide insight into AI-driven growth. scheduled
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.
Sandisk Corporation (SNDK) will be added to the Nasdaq-100 Index, effective prior to market open on April 20, 2026. High impact expected from passive index tracking, scheduled.
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 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 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.