Akros U.S. AI Data Center TOP4 Plus Index

CoreWeave First Quarter 2026 earnings conference call scheduled. High importance estimated due to potential for significant price impact exceeding 10%.

Q3 FY26 earnings release and conference call on 2026-05-07 scheduled.

Lumentum is scheduled to release its fiscal third quarter 2026 financial results after the market closes on May 5, 2026. Analysts forecast EPS of approximately $2.25 on revenue of $802.94 million, while the company's prior guidance was for EPS of $2.15–$2.35. High importance is estimated due to the potential for significant price volatility following the release. This release is expected.

Arista Networks Q1 2026 financial results release after U.S. markets close on May 5, 2026; medium importance estimated due to high AI-driven demand expectations and typical earnings-related price volatility, scheduled

Sandisk is scheduled to report its third-quarter fiscal 2026 financial results on April 30, 2026. Analysts forecast significant growth, with EPS estimates around $13.5-$14.5 and revenue of $4.5-$4.7 billion. High importance is estimated due to the potential for significant price volatility following the earnings release, forecasted.

Q1 2026 earnings were released on April 29, 2026. Analysts forecasted EPS of ($0.81) and revenue of $375.13 million.

Reports emerged of global job cuts, including 150 in Ireland, and concerns about key partner OpenAI missing internal growth targets, putting pressure on Oracle's stock due to its significant AI infrastructure investments.

Wells Fargo and Oppenheimer analysts forecast strong revenue prospects, raising price targets to $135 and $150 respectively; forecasted.

Stock price fell nearly 6% on April 28, 2026, after a report that key partner OpenAI had missed internal revenue and user growth targets.

A Seeking Alpha analyst issued a "Sell" rating on April 28, 2026, citing extreme valuation and execution risk.

Celestica announced Q1 2026 financial results on April 27, 2026, reporting a 53% YoY revenue increase to $4.05 billion and raising its full-year 2026 revenue outlook from $17.0 billion to $19.0 billion. Despite the strong results and guidance, the stock price fell by over 15% in the following trading session.

Announced the acquisition of Strategic Thermal Labs LLC on 2026-04-27 to enhance liquid-cooling capabilities. Medium importance estimated as strategic AI-related acquisitions typically drive >5% price impact, expected.

Applied Digital announced a 15-year lease agreement with a new U.S.-based high investment-grade hyperscaler for 300 MW of capacity at its Delta Forge 1 AI Factory campus. The deal is valued at approximately $7.5 billion and increases total contracted revenue to over $23 billion. This significant contract is estimated to have a price impact of ≥10%.