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
Qubits Europe 2026 user conference in London on June 18, 2026, scheduled. Low impact estimated as it is a user-focused event.
Quarterly cash dividend of $0.25 per share, increased from $0.22, will have an ex-dividend date of June 3, 2026. The dividend is payable on June 12, 2026, to shareholders of record as of June 3, 2026, scheduled.
Credo Technology Group's Q4 2026 earnings release is scheduled for 2026-06-01. Analysts forecast EPS of ~$1.03 and revenue of ~$433 million. High importance due to expected high volatility following record Q3 results, estimated.
First-ever Investor Day at the New York Stock Exchange on June 1, 2026, scheduled. Low impact estimated as it is a routine investor relations event.
Scheduled to present at the TD Cowen 54th Annual Technology, Media & Telecom Conference scheduled. Low importance estimated as conference presentations usually result in minimal immediate price movement.
First quarter fiscal year 2027 earnings release and conference call scheduled for 2026-05-26. A high importance is assigned as earnings releases for this company typically result in price movements exceeding 10%. A neutral reaction is expected as guidance aligns with expectations scheduled.
Viasat is scheduled to release its fourth quarter and full fiscal year 2026 financial results after market close on May 19, 2026, expected. Medium importance is estimated as earnings reports typically result in price movements exceeding 5%.
Scheduled to present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference scheduled. Low importance estimated as conference presentations usually result in minimal immediate price movement.
The 2026 Annual Meeting of Shareholders is scheduled.
Vertiv will host a two-day investor conference on May 19-20, 2026, where management will provide updates on strategic initiatives and financial outlook, scheduled. Low impact expected as it is a routine investor event.
Lumentum will be added to the Nasdaq-100 Index prior to market open on May 18, 2026, which is expected to drive significant institutional demand and a price impact of over 10% scheduled.
Fabrinet management is scheduled to present at the J.P. Morgan 2026 Global Technology, Media and Communications Conference, scheduled.
First-quarter 2026 earnings release with high importance estimated due to expected price impact exceeding 10% scheduled.
Applied Optoelectronics announced it is partnering with Mediacom to be the primary vendor for its DOCSIS 4.0 network upgrade, targeting nearly 1 million homes. The news contributed to a significant single-day stock price increase of over 20%.
Announced the pricing of an upsized $2.6 billion convertible senior notes offering due 2033 on 2026-05-12 with a conversion price of approx. $73.07 per share.
Oklo reported a Q1 2026 net loss of $33.1 million and announced the completion of an at-the-market equity program raising approximately $1.18 billion in net proceeds during the quarter. The earnings call was scheduled for May 12, 2026.
Reported Q1 2026 financial results on May 12, 2026, expected. Revenue was $2.9 million, an 81% decrease year-over-year and a miss on analyst estimates. However, EPS of -$0.05 beat expectations, and the company announced record quarterly bookings of $33.4 million. High impact estimated due to significant revenue decline.
Announced the groundbreaking on its flagship AI factory campus in Independence, Missouri.
Oklo announced a Strategic Partnership Project with Idaho National Laboratory (INL) to use AI technologies to accelerate advanced reactor and fuel-system design work, announced on May 12, 2026.
Truist Financial analysts lowered the price target on SoFi stock to $17 from $20 on May 12, 2026, citing weaker growth assumptions, estimated; low impact expected as analyst revisions typically cause minor price adjustments.
AST SpaceMobile reported Q1 2026 financial results on 2026-05-11, posting revenue of $14.7 million and a net loss of $0.66 per share, significantly missing analyst expectations and resulting in a >10% stock decline.
Robinhood announced it confidentially submitted a draft registration statement with the SEC for its second venture fund, Robinhood Ventures Fund II (RVII), on May 11, 2026.
SoFi Technologies agreed to acquire most of the assets of PrimaryBid, a UK-based fintech platform, as reported on May 11, 2026; medium impact expected as strategic acquisitions typically influence market valuation.
At the annual meeting on May 11, 2026, shareholders approved an amended 2022 Stock Incentive Plan, increasing the share reserve by 6.2 million shares and lowered the shareholder threshold to call a special meeting from 40% to 25%.
CEO Anthony Noto purchased 15,545 shares of SoFi common stock on May 11, 2026, in an open-market transaction; low impact expected as insider buying signals management confidence but usually results in modest price gains.
Hart-Scott-Rodino waiting period for the Renesas timing-business acquisition expired at 11:59 p.m. ET on 2026-05-08, removing a key regulatory closing condition; no clear immediate stock reaction was evident, but this likely modestly reduced deal-closing risk.
Reported Q1 2026 financial results, with revenue of $151.1 million and a non-GAAP loss per share of $0.07, missing analyst estimates. The stock dropped significantly following the announcement.
Coinbase reported Q1 2026 financial results, posting revenue of $1.4 billion (down 21% quarter-over-quarter) and a net loss of $394 million. The reported loss per share of $1.49 significantly missed analyst consensus estimates. A price impact of ≥10% is estimated due to the significant earnings miss expected.
CoreWeave reported Q1 2026 results on May 7, 2026, with revenue of $2.08 billion (+112% YoY) beating estimates, but posted a wider-than-expected net loss of $740 million and an adjusted EPS miss. The stock fell over 11% the next day.
Reported Q3 FY26 financial results on 2026-05-07, with revenue of $144.8M and a net loss of $247.8M, missing analyst expectations.
Announced a $3.4 billion, 5-year AI Cloud contract and a strategic partnership with NVIDIA on 2026-05-07.
Rocket Lab reported record Q1 2026 revenue of $200.3 million on 2026-05-07, a 63.5% year-over-year increase that beat analyst estimates. The company's backlog grew to a record $2.2 billion, leading to a stock surge of over 34% the following day.
Announced its largest-ever launch contract on 2026-05-07 with a confidential customer for five Neutron and three Electron missions through 2029. This is estimated to have a High impact (>10%) as it was a primary driver of the 34% stock surge.
Announced a $30 million contract on 2026-05-07 with defense company Anduril Industries for three hypersonic test launches using the HASTE vehicle. This is estimated to have a Medium impact (>=5%) as a significant new business win.
Viasat announced on May 7, 2026, the appointment of Shekar Ayyar and Jinhy Yoon to its Board of Directors and entered into a cooperation agreement with activist investor Carronade Capital Management. The stock fell 1.44% on the day of the announcement.