Akros U.S. AI Data Center TOP4 Plus Index

Next quarterly earnings report for Q4 2026 is scheduled for 2026-07-29; a price impact of ≥5% is estimated based on historical volatility during earnings scheduled.

Celestica's Q2 2026 earnings release is scheduled; the company guided for revenue of $4.15B-$4.45B and analysts forecast an EPS of $2.27 forecasted. Low impact estimated as price movement usually follows the actual report, scheduled.

Oracle is scheduled to release its fourth quarter and full fiscal year 2026 financial results after the market close on June 10, 2026, with a conference call to follow. High importance is estimated as earnings releases typically result in significant price volatility, scheduled.

Arista's CFO presented at the William Blair 46th Annual Growth Stock Conference, reiterating the company's strong outlook, including its $11.5 billion revenue guidance for 2026 and a raised long-term growth forecast (CAGR) to over 20% for 2025-2028.

CoreWeave announced it is the first AI cloud provider to validate NVIDIA's next-generation Vera Rubin NVL72 platform, leading to a nearly 14% stock rally.

Announced progress on a production-grade digital twin capability for AI factory infrastructure, integrated with NVIDIA Omniverse DSX Blueprint.

IREN Limited's subsidiary entered into financing agreements for approximately $3.6 billion on May 29, 2026, to fund GPU infrastructure for its contract with Microsoft; high impact expected due to the massive scale of capital procurement scheduled.

Scheduled to announce privately-negotiated agreements on 2026-05-29 to exchange approximately $650.4 million of its 0.50% Convertible Senior Notes due 2028 for approximately 5.0 million shares of common stock. Medium importance is estimated as the positive impact of debt reduction is likely offset by share dilution, potentially leading to a 5-10% price impact; scheduled.

Oracle's stock price increased significantly following the announcement of a substantial cloud infrastructure agreement with the US government, positioning the company as a key provider of AI computing capacity for national security.

Multiple analysts raised price targets in late May 2026 following strong earnings, with Susquehanna increasing its target to $3,250 on May 29, 2026, forecasted. Medium importance as target raises typically drive 5-10% price movement.

On May 28, 2026, it was reported that hedge fund Situational Awareness, led by former OpenAI researcher Leopold Aschenbrenner, had acquired a 5.6% stake in the company, valued at approximately $2.6 billion.