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
Broadcom is expected to release its second-quarter fiscal 2026 earnings on June 4, 2026, scheduled. High importance is estimated as quarterly earnings reports for major tech firms typically result in price movements exceeding 10%.
Marvell's first quarter fiscal year 2027 earnings release and conference call on 2026-06-04 scheduled; low impact expected as a routine financial disclosure.
NVIDIA's Q1 fiscal 2027 earnings release is scheduled for May 20, 2026. Low importance assigned as the announcement of an earnings date typically results in ~1% price impact, scheduled.
Fourth quarter and full fiscal year 2026 earnings release scheduled. The company has guided for Q4 revenue of approximately $1.47 billion. Medium importance is estimated as earnings releases typically drive 5-10% price impact.
Third quarter fiscal year 2026 earnings release for May 6, 2026. A price impact of ≥5% is estimated based on historical volatility, and the event is scheduled.
Scheduled to report fiscal first quarter 2026 financial results after the market close. Analysts forecast revenue of approximately $9.84 billion. Quarterly earnings reports are estimated to have a medium impact on price volatility scheduled.
Third quarter fiscal 2026 financial results are scheduled to be released after market close on April 30, 2026; high price impact is estimated due to historical volatility following earnings reports scheduled.
First quarter 2026 financial results are scheduled to be reported after the market closes on April 30, 2026. Impact is estimated as neutral pending the actual release, scheduled
On April 28, 2026, NVIDIA announced a new 12GB VRAM configuration for its GeForce RTX 5070 laptop GPU to expand product options and address memory supply constraints. Low importance assigned as product SKU updates typically result in ~1% price impact.
Chief Strategy Officer Giovanni Barbarossa transitioned from his role, effective April 27, 2026, and will retire in September 2026. This executive transition is estimated to have a price impact of ≥10% due to his strategic importance, and the change is expected.
Marvell canceled purchase orders with Poet Technologies on 2026-04-27; medium impact expected due to potential supply chain disruptions and legal concerns.
Stock surged over 10% after D.A. Davidson upgraded its rating to 'Buy' and raised its price target to $375, citing positive read-through from competitor Intel's strong earnings expected.