KEDI US AI Electric Power Infrastructure Index

An Investor Day is scheduled for June 11, 2026, where management will present the company's strategic framework, technology roadmap, and growth opportunities scheduled.

The Q1 2026 earnings release on May 12, 2026, for which analysts estimate a low impact (≥1%) for the date announcement itself, is scheduled.

Q1 2026 earnings conference call is scheduled for 2026-05-11. A price impact of 10% or more is estimated due to high market anticipation, and the event is scheduled.

Vistra to report its first quarter 2026 financial and operating results on May 7, 2026, scheduled; earnings releases typically result in a Medium (5-10%) price impact.

Exelon will announce its first quarter 2026 financial results on May 6, 2026; a Medium impact is estimated as earnings releases are significant market events, scheduled.

Q1 2026 earnings release, with importance reflecting typical volatility surrounding quarterly results, scheduled.

Ormat Technologies is scheduled to release its first quarter 2026 financial results after the market closes on May 6, 2026, with a conference call scheduled for May 7, 2026. This is a future scheduled event.

As earnings reports for a company of this size typically cause moderate stock price fluctuations, the importance is estimated as Medium for the first quarter 2026 earnings release on May 5, 2026, which is scheduled.

PSEG Q1 2026 earnings release is scheduled for 2026-05-05. Expected impact is Low due to the regulated nature of the utility business scheduled.

As market impact is not yet determined, low importance is estimated for the Q2 2026 earnings release on May 5, 2026, which is scheduled.

Talen Energy plans to release its first quarter 2026 financial results on Tuesday, May 5, 2026, after market close, which is scheduled. This routine announcement is estimated to have a low market impact.

nVent Electric is expected to report its Q1 2026 earnings on May 1, 2026, with analysts forecasting an EPS of $0.94; high volatility expected.

Estimated >5% impact based on historical volatility; Eaton's Q1 2026 earnings release is scheduled for 2026-05-01. Analysts forecast EPS of approximately $2.75 on revenues of $7.09 billion, forecasted.

Declared a quarterly dividend of $0.64 per share. The ex-dividend date is May 1, 2026, and the dividend is payable on June 1, 2026. Market reaction estimated at ~1% as dividends are typically priced in, scheduled.

Quanta Services is scheduled to release its first quarter 2026 financial results before the market opens on April 30, 2026. A medium impact is estimated based on historical earnings volatility scheduled.

Entergy Corporation is scheduled to release its Q1 2026 earnings results on April 29, 2026, before the market opens. Analysts forecast an EPS of $0.96, which would be an increase from the prior year's quarter. Market reaction estimated at ~5% based on historical earnings volatility, scheduled.

First quarter 2026 financial results are scheduled to be released after market close on April 28, 2026. High impact is estimated as earnings reports often trigger price movements exceeding 10% scheduled

The 2026 Annual Meeting of Shareholders is scheduled for 2026-04-28, and the event is scheduled.

Exelon will hold its annual meeting of shareholders via webcast on April 28, 2026; a Low impact is estimated as these meetings typically have minimal price impact, scheduled.

GE Vernova is scheduled to release its first quarter 2026 financial results before the market opens on April 22, 2026. Analysts forecast quarterly earnings of $1.79 per share on revenues of $9.29 billion, expected.

Vertiv will report its first quarter 2026 financial results on April 22, 2026, scheduled; analysts forecast significant year-over-year growth, forecasted. High importance is estimated as AI-driven earnings often result in >10% price movement.

Exelon's subsidiary, PECO, withdrew its electric and natural gas distribution rate review petitions on April 16, 2026, resulting in a 1.7% share price decline.

JPMorgan Chase & Co. analysts raised their price target on GE Vernova stock to $1,150.00 from $1,000.00, maintaining an "overweight" rating, forecasted.

On April 15, 2026, the Louisiana Public Service Commission voted to fast-track the review process for Entergy's multi-billion dollar investment plan to supply power to a new Meta data center. A final vote on the application is now expected in December.

Jefferies downgraded PSEG stock from Buy to Hold and lowered its price target to $89 from $90, citing reduced confidence in potential data center deals for its nuclear plants estimated.

Bloom Energy announced an expanded partnership with Oracle on April 13, 2026, to supply up to 2.8 GW of fuel cell systems for AI and cloud infrastructure, with an initial 1.2 GW contracted, causing a stock surge of over 20%.

BMO Capital Markets raised its price target on PSEG to $91 from $90 while maintaining a Market Perform rating estimated.