KEDI US AI Big Tech 10 Index

ASML is scheduled to release its Q2 2026 financial results on 2026-07-15. The company guided for Q2 sales between €8.4 billion and €9.0 billion, with an estimated price impact of ≥5%, scheduled.

Ex-dividend date for Q4 2025 cash dividend on 2026-06-11, approved by the board on February 10, 2026. The payment date is July 9, 2026; scheduled.

Ex-dividend date (2026-06-08) for a quarterly cash dividend of $0.22 per share, representing a 5% increase from the prior dividend. The dividend was declared on April 27, 2026 and is payable on June 15, 2026. A 1-2% price impact is estimated as dividend increases are generally viewed positively by the market, scheduled.

Q2 2026 earnings release scheduled. Medium importance justified by anticipation of key financial performance data.

Annual general shareholders' meeting on 2026-06-04; scheduled.

Quarterly dividend ex-date of $0.91 per share on 2026-05-21. The dividend was declared on March 10, 2026, and is payable on June 11, 2026.

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.

Apple announced record Q2 2026 financial results on April 30, 2026, with revenue of $111.2 billion and EPS of $2.01, both beating analyst expectations. The company also announced a $100 billion share buyback program and a dividend increase. High importance is estimated due to the significant earnings beat and capital return program expected.

Amazon reported Q1 2026 earnings, beating analyst expectations with revenue of $181.5 billion and EPS of $2.78. AWS revenue growth accelerated to 28% YoY.

Alphabet announced Q1 2026 revenue of $109.9 billion (up 22% YoY) and EPS of $5.11 on 2026-04-29, significantly beating analyst estimates. Growth was driven by strong performance in Google Search and a 63% revenue increase in Google Cloud. A >10% price impact is estimated due to the significant earnings beat, expected.

Meta reported Q1 2026 revenue of $56.31B (+33% YoY) and EPS of $10.44, both beating analyst expectations. However, the company also raised its full-year 2026 capital expenditure guidance to $125B-$145B to support AI investments, causing the stock to decline over 8% on April 30.

The European Commission announced preliminary findings that Meta may have violated the Digital Services Act (DSA) by not adequately preventing children under 13 from accessing its platforms. A confirmed breach could result in fines of up to 6% of the company's global revenue. This significant regulatory risk is estimated to have a medium market impact of at least 5%.

Microsoft reported Q3 2026 earnings on 2026-04-29 with revenue of $82.9 billion and EPS of $4.27, beating analyst expectations. However, Q4 guidance was slightly below forecasts and the company announced a significant increase in planned 2026 capital expenditures, leading to a minor stock price decline in after-hours trading.

Tesla announced plans on April 29, 2026, to expand FSD V14 Lite to international markets; low importance justified by the limited immediate financial impact scheduled.

Tesla announced a recall of 173 Cybertrucks on April 28, 2026, due to potential wheel stud issues; low importance justified by the small number of vehicles affected expected.