Akros U.S. AI Semiconductor Top 3 Plus Index

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026, after market close on May 20, 2026. High importance is estimated as earnings reports typically trigger significant price movement, scheduled.

Arm Holdings is scheduled to report its fourth-quarter and full-year fiscal 2026 financial results after the market closes on May 6, 2026. Analysts forecast earnings of $0.58 per share and revenue of approximately $1.47 billion. This release is highly anticipated given the stock's significant rally in 2026, and the results and forward guidance will be critical in determining if the current valuation is justified. The event is scheduled.

Coherent announced it will release its financial results for the third quarter of fiscal year 2026 on May 6, 2026, after the market closes. High importance is estimated due to the potential for significant price movement following earnings announcements, scheduled

AMD fiscal Q1 2026 earnings results are scheduled to be released after market close on May 5, 2026; high impact expected as earnings typically drive >10% price volatility, scheduled.

First quarter 2026 financial results are scheduled to be reported after the market close on April 30, 2026. Analysts forecast strong results driven by demand in the AI sector. High importance is estimated as earnings releases for this sector often result in ≥10% price impact. This is scheduled

Sandisk is scheduled to report its third-quarter fiscal 2026 financial results on April 30, 2026. Analysts forecast significant growth, with EPS estimates around $13.5-$14.5 and revenue of $4.5-$4.7 billion. High importance is estimated due to the potential for significant price volatility following the earnings release, forecasted.

On April 29, 2026, it was reported that Taiwan Semiconductor Manufacturing Co. (TSMC) sold its entire remaining stake in Arm Holdings for approximately $231 million. Arm's shares fell over 7% following the news.

Announced the complete liquidation of its stake in Arm Holdings between April 28-29, 2026, for approximately $231 million; estimated to have a >5% price impact from profit realization.

AMD announced its 'Advancing AI 2026' event on April 28, 2026, scheduled for July 23, 2026; medium impact expected as major event announcements typically influence price by ~5%.

News reports on April 28, 2026 highlighted that company insiders sold approximately $339 million worth of stock over the prior three months, with no corresponding insider buying reported. Low importance is estimated as insider selling of this scale typically results in at least a 1% price impact, which is estimated

Northland Capital Markets downgraded AMD stock to Market Perform on April 27, 2026; low impact expected as single analyst actions typically cause 1-3% price movement.

Chief Strategy Officer Giovanni Barbarossa transitioned to the role of Special Advisor to the CEO on April 27, 2026, ahead of his planned retirement in September 2026.