Akros U.S. AI Semiconductor Top 3 Plus Index

Q1 2026 earnings release on 2026-04-16 is scheduled; estimated >5% impact justified by historical earnings volatility.

Arm Everywhere Event on March 24, 2026, scheduled. Low impact estimated as it is a general corporate event.

Broadcom declared a quarterly cash dividend of $0.65 per share with an ex-date of March 23, 2026. Low importance is estimated as standard dividend announcements typically result in >=1% price impact. Scheduled.

Micron's fiscal second quarter 2026 earnings release on March 18, 2026, is scheduled. Low importance is estimated as earnings dates typically cause moderate volatility.

NVIDIA announced its GTC 2026 conference will run 2026-03-16 to 2026-03-19 in San Jose; new product/platform updates are typically unveiled at GTC, so a modest pre-event sentiment/volatility impact (estimated 1–3%) is expected.

Marvell is scheduled to report its Q4 fiscal 2026 results after the market close on March 5, 2026, with analysts forecasting significant growth driven by AI and data center demand. Options markets are pricing in a potential price move of approximately 11% following the release, indicating high expected volatility. This event is scheduled.

Broadcom reported Q1 fiscal year 2026 results on March 4, 2026, with revenue of $19.31 billion and adjusted EPS of $2.05, both beating analyst expectations. The company provided strong Q2 revenue guidance of approximately $22.0 billion. High importance is estimated as earnings beats of this magnitude typically result in >=10% price impact. Scheduled.

Broadcom announced a new $10 billion share repurchase program effective through December 31, 2026, on March 4, 2026. High importance is estimated as large-scale buybacks combined with strong earnings often result in >=10% price impact. Scheduled.

Micron announced on March 3, 2026, that it began shipping customer samples of its 256GB SOCAMM2 LPDRAM module, the world's highest-capacity module for AI data centers.

Reported Q3 Fiscal 2026 results on March 2, 2026, with record revenue of $407.0 million (+201.5% YoY) and non-GAAP EPS of $1.07, beating analyst estimates. The company guided Q4 revenue above consensus to $425M-$435M, but guided for a sequential decline in gross margin. The stock price fell over 15% the following day.

Launched desktop versions of the Ryzen AI 400 and PRO 400 series processors on 2026-03-02. Medium importance reflects the estimated >5% impact from a key product cycle launch, scheduled.

At Mobile World Congress on March 2, 2026, Broadcom announced the upcoming VMware Telco Cloud Platform 9, a private cloud solution for telecommunications providers. Low importance is estimated as product announcements at trade shows generally result in >=1% price impact. Scheduled.

Micron celebrated the opening of its new semiconductor assembly and test facility in Sanand, Gujarat, on February 28, 2026, marking India's first such plant.

Broadcom announced on February 26, 2026, that it has started shipping its first custom AI chip built on its 3.5D XDSiP platform for high-performance computing. Medium importance is estimated as breakthroughs in AI hardware are key growth drivers, likely resulting in >=5% price impact. Scheduled.