KEDI US AI Big Tech 10 Index

Broadcom's second-quarter fiscal year 2026 earnings release and conference call, estimated to have a >10% price impact given the high volatility of AI-related earnings, is scheduled.

Google's annual I/O developer conference is scheduled for May 19-20, 2026, where new developments in AI and Android are expected. Medium impact estimated due to potential major product reveals, expected.

Apple's fiscal second quarter 2026 earnings results and conference call on April 30, 2026, are scheduled. Analysts will monitor iPhone 17 sales and margins. Medium importance is estimated due to typical earnings-related price impact of 5% or more, and the event is scheduled.

Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, expected. This event is estimated to have a high price impact of over 10% due to critical updates on AI infrastructure spending.

Meta Platforms is scheduled to release its Q1 2026 financial results after market close on April 29, 2026, followed by a conference call. This is a recurring high-importance event that typically causes significant stock price volatility, scheduled.

Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after market close on April 29, 2026, expected.

Alphabet's Q1 2026 earnings results and conference call are scheduled for April 29, 2026. Low impact estimated for this routine announcement, scheduled.

Tesla is scheduled to release its Q1 2026 financial results after the market close on April 22, 2026; high impact is estimated based on historical earnings volatility, scheduled

Annual General Meeting scheduled for 2026-04-22, during which the appointment of Marco Pieters as the new Chief Technology Officer and the reappointment of the CFO and COO are on the agenda. This routine governance event is estimated to have a ≥1% price impact scheduled.

TSMC is scheduled to release its Q1 2026 earnings on April 16, 2026. Analysts forecast revenue around $35.5 billion (+39% YoY) and EPS of $3.29 (+55% YoY), driven by strong AI demand. The company pre-announced record Q1 revenue of $35.7 billion on April 10. High importance is estimated as the results are expected to drive a price impact of 10% or more. This event is scheduled.

ASML reported Q1 2026 net sales of €8.8 billion and net income of €2.8 billion. The company raised its full-year 2026 revenue guidance to a range of €36 billion to €40 billion, citing strong demand driven by AI infrastructure investments. This significant guidance raise is estimated to have a ≥10% price impact expected.

On April 15, 2026, the European Commission threatened to impose interim measures on Meta, requiring it to revise WhatsApp's AI policies that allegedly harm competition. Potential fines can reach 10% of global revenue, creating significant regulatory risk.

CEO Elon Musk announced on April 15, 2026, that the company's AI5 self-driving chip completed the design phase and is moving to fabrication, leading to a stock rise of over 5%.

UBS upgraded its rating on Tesla stock from 'Sell' to 'Neutral' on April 15, 2026, citing a more balanced risk/reward profile, which contributed to a stock price increase of over 5%.

Aptoide filed an antitrust lawsuit against Google on April 15, 2026, alleging abuse of dominance in the Android app distribution market.

On April 14, 2026, Microsoft announced its intent to purchase land to significantly expand its datacenter operations in Cheyenne, Wyoming, as part of its AI infrastructure build-out.

NVIDIA announced 'Ising' on April 14, 2026, the world's first family of open-source AI models designed to accelerate research and development in quantum computing by improving processor calibration and error correction.

On April 14, 2026, NVIDIA officially denied a media report that it was in discussions to acquire a major PC manufacturer. The rumor had caused a brief stock price increase for PC makers like HP and Dell.

CEO Andy Jassy's 2025 shareholder letter, published around April 12, 2026, revealed that the AWS AI revenue run rate surpassed $15 billion in Q1 2026 and justified the $200 billion capex plan for 2026, expected. This is estimated to have a medium price impact of over 5%.