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Akros U.S. AI Semiconductor Top 3 Plus Index

Concentrated exposure to the top 10 U.S.-listed companies driving the AI semiconductor revolution.

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Sentiment Summary

Positive
8
Neutral
8
Negative
0

Recent Events

Ex-dividend date for Q1 2026 cash dividend of NT$7.0 on 2026-09-16. High importance estimated due to the increased dividend amount impacting yield scheduled.

Earnings Release

AMD is scheduled to release its Q2 2026 financial results on August 4, 2026. Analysts forecast revenue of approximately $11.2 billion, representing around 46% year-over-year growth, driven by strong data center demand. This event is forecasted.

7/23/2026, 12:00:00 AM
Advanced Micro Devices Inc (AMD)
Other

AMD will host its flagship 'Advancing AI 2026' event on July 23, 2026, in San Francisco. The event, led by CEO Dr. Lisa Su, is expected to detail the company's AI strategy and may feature the unveiling of next-generation products like the Instinct MI450 AI accelerators. This event is scheduled.

7/23/2026, 12:00:00 AM
Intel Corp (INTC)
Earnings Release

Intel's Q2 2026 earnings report and conference call on 2026-07-23 are scheduled.

Earnings Release

Q2 2026 earnings release and conference call on 2026-07-16. High importance estimated as quarterly results often lead to >10% price swings scheduled.

6/24/2026, 12:00:00 AM
Micron Technology Inc. (MU)
Earnings Release

Micron is scheduled to report its fiscal third quarter 2026 results on June 24, 2026. Analysts forecast record revenue and earnings, and a price impact of ≥10% is estimated due to high market sensitivity to AI memory demand, making this event scheduled.

6/24/2026, 12:00:00 AM
NVIDIA Corporation (NVDA)
Other

2026 Annual Meeting of Stockholders scheduled for 2026-06-24; >1% price impact expected.

6/23/2026, 12:00:00 AM
Cerebras Systems Inc (CBRS)
Earnings Release

Cerebras Systems will release its first-quarter 2026 financial results after market close on June 23, 2026, scheduled. High importance is estimated as earnings reports for high-growth tech companies often result in price movements exceeding 10%.

6/22/2026, 12:00:00 AM
Marvell Technology Inc (MRVL)
Other

Marvell Technology will be added to the S&P 500 index on June 22, 2026, which is expected to drive significant demand from index-tracking funds; >10% price impact expected.

6/22/2026, 12:00:00 AM
Broadcom Inc (AVGO)
Other

Quarterly cash dividend of $0.65 per share, with an ex-dividend date of June 22, 2026. This routine dividend payment is estimated to result in a price impact of at least 1%, scheduled.

6/12/2026, 12:00:00 AM
Intel Corp (INTC)
Other

Bank of America analysts issued a double upgrade on Intel's stock to "Buy" on 2026-06-12, citing a turnaround in its CPU business and long-term potential for its foundry services. This analyst upgrade is estimated to have a medium market impact of over 5%, estimated.

6/11/2026, 12:00:00 AM
Marvell Technology Inc (MRVL)
Other

Marvell announced the appointment of Dan Durn as CFO effective June 15, 2026, and reaffirmed its Q2 fiscal 2027 outlook; >10% price impact scheduled.

Ex-dividend date for Q4 2025 cash dividend of NT$6.00003573 per common share (~US$0.95 per ADR) on 2026-06-11. High importance estimated as the dividend amount is significant relative to share price scheduled.

6/11/2026, 12:00:00 AM
NVIDIA Corporation (NVDA)
Other

S&P Global Ratings upgraded NVIDIA's long-term credit rating to 'AA' from 'AA-' on 2026-06-11, citing strong AI-driven performance and expected revenue growth; >5% price impact expected.

Announcement of May 2026 revenue of NT$416.98 billion on 2026-06-10. Medium importance estimated as monthly revenue records typically drive 5-10% price movement expected.

6/9/2026, 12:00:00 AM
Broadcom Inc (AVGO)
Other

Broadcom announced the establishment of the AI XPV Platform with Apollo and Blackstone as initial anchor investors, launching with a $35 billion transaction to enable over 20 gigawatts of AI compute capacity. This massive strategic move is estimated to have a price impact exceeding 10%.

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