Akros U.S. AI & Frontier Tech High Beta Index
The U.S. AI and frontier-tech innovators that actually move the market—pinpointed through high beta, every technology wave.
Sentiment Summary
Recent Events
Rocket Lab's next earnings release for Q2 2026 is scheduled.
The 2026 annual meeting of stockholders is scheduled for June 17, 2026. Routine annual meetings typically result in minimal price movement, justifying a Low importance rating, scheduled.
Company executives to present at the Rosenblatt 6th Annual Technology Virtual Summit; market impact estimated at Low as conference updates are usually incremental; scheduled.
MKS Inc. will go ex-dividend for its quarterly cash dividend of $0.25 per share on June 3, 2026, which was an increase from the previous $0.22 dividend scheduled.
Company executives to present at the Evercore 2026 Global TMT Conference; market impact estimated at Low as conference updates are usually incremental; scheduled.
Company executives to present at the Baird 2026 Global Consumer, Technology & Services Conference; market impact estimated at Low as conference updates are usually incremental; scheduled.
Q4 and full fiscal year 2026 financial results are scheduled to be announced after the market closes on June 1, 2026. A high price impact is estimated due to high investor interest in AI-related stocks and recent volatility scheduled
TTM Technologies will host its 2026 Investor Day on 2026-05-27 to provide a detailed financial outlook. Estimated price impact is Low as key targets were previously disclosed, scheduled.
Semtech plans to release its financial results for the first quarter of fiscal year 2027 after the market closes on May 26, 2026; low importance estimated as the market reaction is pending the actual release, scheduled.
The 2026 Annual Meeting of Stockholders is scheduled for May 21, 2026; market reaction estimated at ≥1% due to routine corporate governance scheduled.
Announced intent to offer $1.1 billion of Convertible Senior Notes due 2031, with proceeds intended to partially fund the acquisition of Renesas' timing business. Such offerings can be dilutive and often lead to a short-term negative price reaction.
Q4 and Full Fiscal Year 2026 earnings release and conference call scheduled for May 19, 2026, with analysts forecast of $0.25 EPS; high importance reflects potential for ≥10% price impact forecasted.
Wolfe Research initiated coverage on Oklo with a 'Peer Perform' (hold) rating and a fair value range of $51 to $71 per share, leading to a 6% price drop, as analysts forecasted.
ViaSat announced on May 19, 2026, it selected Atos for a multi-year digital workplace modernization program; medium importance based on an estimated 5% impact expected.
Executives presented at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 19, 2026, providing an upbeat outlook on Scorpio X fabric switches and optical networking.
Citi analysts increased their price target for Sandisk stock to $2,025 from $1,300, citing strong demand for storage solutions driven by artificial intelligence, as highlighted by robust earnings from competitor Kioxia, forecasted.
Lumentum Holdings Inc. was added to the Nasdaq-100 Index, effective prior to market open on May 18, 2026. High importance estimated due to expected institutional buying following index inclusion, scheduled.
D.A. Davidson downgraded its rating on Nebius stock from 'Buy' to 'Neutral' on May 18, 2026, citing the stock's significant recent appreciation and a belief that the premium valuation could limit short-term upside. The stock price fell approximately 12% following the downgrade.
D.A. Davidson initiated coverage on 2026-05-18 with a 'Neutral' rating and $100 price target due to high debt and insider selling; >5% price impact estimated.
Disclosed on 2026-05-18 that CEO Edwin Roks, in a May 11 interview, stated the company could end 2026 with $4 billion in revenue, implying a 38% YoY growth, more specific than prior guidance. Estimated price impact is Medium as this provides a significantly higher and more specific growth target than previous guidance.
Morgan Stanley raised its price target on MKS Instruments to $374 from $354, maintaining an 'Overweight' rating, based on an improved forecast for the NAND wafer fabrication equipment market; analysts forecast continued growth for MKS forecasted.
Vertiv is scheduled to recommend on 2026-05-15 that shareholders reject an unsolicited 'mini-tender' offer from Tutanota LLC. Low importance estimated as mini-tenders usually result in <1% market price movement scheduled.
The company filed a prospectus supplement for an at-the-market (ATM) equity program to sell up to $600 million of common stock on May 14, 2026, leading to concerns about shareholder dilution and a significant stock price decline.
Major U.S. mobile carriers AT&T, T-Mobile, and Verizon announce an agreement in principle to form a joint venture for satellite-based direct-to-device services on 2026-05-14. AST SpaceMobile issued a statement in support. A high market impact (>10%) is expected due to the validation of the satellite-to-phone market by all major US carriers and the event is expected
Announced the closing of an upsized $3.0 billion convertible senior notes offering due 2033 on May 14, 2026, including the full exercise of a $400 million option. High importance is estimated due to the potential for significant share dilution.
CoreWeave launched Sandboxes for AI workloads on 2026-05-14; >1% price impact scheduled.
Sandisk recommended that its stockholders reject an unsolicited mini-tender offer from Tutanota LLC to purchase up to 100,000 shares at a price of $1,150.00 per share.
Released Q1 2026 financial results on May 13, 2026, reporting revenue of $399 million, a 684% year-over-year increase, and adjusted EBITDA of $130 million, a significant swing from a loss in the prior year. The stock surged over 15% on the day of the announcement.
Celestica announced an update on its new operations in Fort Worth, Texas, on 2026-05-13 to support growth in its Connectivity & Cloud Solutions (CCS) segment; a price impact of >=1% is estimated.
SoFi announced on May 13, 2026, that it acquired assets from PrimaryBid, a UK-based retail investment platform. This asset acquisition is expected to have a minor price impact of at least 1%, justifying a Low importance rating.