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
First quarter fiscal year 2027 earnings results are scheduled to be released on May 29, 2026. Market impact is estimated at >1% as earnings releases typically drive volatility scheduled.
NVIDIA Q1 FY2027 earnings release and conference call scheduled. Low importance is estimated as a date announcement typically has >=1% price impact.
Q4 and full fiscal year 2026 earnings release scheduled. This recurring event is estimated to have a high market impact (≥10%) based on historical earnings volatility, scheduled.
Coherent Corp. is expected to release its financial results for the third quarter of fiscal year 2026, scheduled. High importance is estimated based on the stock's history of significant price movement following earnings reports.
First quarter 2026 financial results are scheduled to be released after market close on 2026-05-05, scheduled. This is estimated to have a Medium impact (≥5%) based on historical earnings volatility and revenue guidance of $9.8 billion.
Q1 2026 earnings release (2026-04-30) is expected. This is an estimated date based on previous reporting schedules. High importance estimated as earnings releases typically result in >10% price impact for high-growth tech stocks.
Fiscal third-quarter 2026 earnings results scheduled to be reported on April 30, 2026. Medium impact expected as market anticipates future growth targets, scheduled.
Sandisk Corporation (SNDK) will be added to the Nasdaq-100 Index, effective prior to market open on April 20, 2026. High impact expected from passive index tracking, scheduled.
Bernstein analysts raise the price target on AMD to $265 on 2026-04-16, citing strong server demand and the company's deal with Meta, forecasted. This is estimated to have a High impact (≥10%) due to the significant price target increase and broader chip sector rally.
TSMC Q1 2026 earnings release with revenue of US$35.9 billion (+40.6% YoY) and EPS of NT$22.08 (+58.3% YoY) expected. High importance justified by significant revenue growth and guidance raise.
Susquehanna analysts raised their price target on Arm Holdings to $210 from $170, citing long-term growth potential from AI and data center expansion. This analyst update is estimated to have a medium market impact (≥5%), forecasted.
Stifel analyst maintained a 'Buy' rating and raised the price target to $1500 from $1300, forecasted. Low importance estimated as analyst price target adjustments typically result in 1-5% price impact.
On April 16, 2026, Stifel analysts maintained a 'Buy' rating and raised their price target on the stock to $140 from $120. Market impact is estimated at >1% as analyst upgrades often influence investor sentiment forecasted.
On April 15, 2026, completed a $1 billion public offering of 5.300% Senior Notes due 2036 to be used for general corporate purposes. Market impact is estimated at >1% due to the scale of the financing.
CEO Rene Haas sold 9,299 shares on April 14, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. This routine sale is estimated to have a low market impact (≥1%).
On April 14, 2026, the company launched NVIDIA Ising, a family of open-source AI models designed to accelerate research in quantum computing. Low importance is estimated as this niche product launch is expected to have a >=1% price impact.