Akros U.S. AI Semiconductor Top 3 Plus Index
Concentrated exposure to the top 10 U.S.-listed companies driving the AI semiconductor revolution.
Sentiment Summary
Recent Events
Micron is scheduled to release its Fiscal Q3 2026 earnings results on 2026-06-24; High importance is estimated due to significant revenue guidance ($33.5B) and its role as a key indicator for the AI memory market, scheduled.
2026 Annual Meeting of Stockholders scheduled.
Ex-dividend date for the Q4 2025 cash dividend of approximately NT$6.0 per share (US$0.95 per ADR). The dividend is scheduled to be paid on July 9, 2026.
Q2 2026 earnings release with company revenue forecast of approximately $22.0 billion and AI semiconductor revenue of $10.7 billion. High importance is estimated due to expected price impact exceeding 10% and is scheduled.
Marvell is scheduled to release its Q1 FY2027 financial results on May 27, 2026. Analysts forecast revenue of approximately $2.40 billion and an EPS of around $0.79. High importance is estimated due to the historical volatility of semiconductor stocks following earnings reports, forecasted.
NVIDIA is scheduled to report its financial results for the first quarter of fiscal year 2027 after the market close on May 20, 2026. Analysts forecast revenue around $79 billion and EPS of $1.78. High importance is estimated based on the 8-10% move priced by options markets scheduled.
Analysts from Citigroup and Mizuho raised their price targets for Micron stock on 2026-05-19, citing strong HBM demand and pricing power, forecasted.
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.
Low importance estimated as analyst initiations typically result in ≥1% price movement. On May 18, 2026, Bernstein analysts forecast an outperform rating and a $300 price target, with revenue reaching $26 billion by 2030, forecasted.
On May 15, 2026, it was reported that the U.S. Federal Trade Commission (FTC) opened an antitrust investigation into Arm's semiconductor licensing practices. Medium importance estimated as antitrust investigations typically result in ≥5% price volatility, expected.
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.