KEDI US AI Electric Power Infrastructure Index
Modernizing power: U.S. innovators shaping energy infrastructure for an AI-enabled future.
Sentiment Summary
Recent Events
NuScale Power is expected to report its Q2 2026 earnings on August 12, 2026. Analysts forecast an EPS of -$0.13, scheduled.
Q3 2026 earnings release is expected based on past reporting schedules.
Q2 2026 earnings release and conference call scheduled.
Q2 2026 earnings release is scheduled. Low importance as it is a routine announcement with a 1% expected impact.
Q2 2026 earnings release is scheduled.
Second quarter 2026 earnings release and conference call scheduled. The announcement is expected to result in a ≥1% price impact, scheduled.
A new 3-year share repurchase program to buy back up to $500 million of shares becomes effective on July 23, 2026. High importance expected due to an estimated 10% price impact from significant capital return.
GE Vernova Q2 2026 earnings release and webcast scheduled for 2026-07-22. This event is expected to have a medium price impact of at least 5% scheduled.
An annual meeting of stockholders is scheduled for June 18, 2026, with a vote on a Section 382 Rights Agreement to prevent an ownership change; high importance is estimated due to the critical nature of protecting net operating loss carryforwards scheduled.
Ex-dividend date for the declared Q2 2026 quarterly cash dividend of $0.67 per share. The dividend is payable on or before June 30, 2026, to shareholders of record on June 9, 2026.
U.S. energy regulators granted a waiver to expedite the restart of the Three Mile Island nuclear power plant, which the company aims to bring back online by 2027 to power data centers.
Announced the pricing of a secondary offering of 11 million shares by existing shareholders at $281.00/share, while simultaneously announcing the company would repurchase 2 million of those shares. The offering closed on June 2, 2026.
Announced a partnership with Siemens and Fluence Energy to develop a reference design for Nvidia's AI factory data centers. High importance expected due to an estimated 10% price impact from this strategic AI infrastructure partnership.
Announced an agreement to acquire TEPCO Resources' 5% interest in the Cigar Lake Joint Venture, increasing its ownership stake to 57.4%. The transaction is expected to close in Q3 2026. This acquisition of a key asset is estimated to have a 5-10% positive impact on share price expected.
Talen Energy announced receipt of final regulatory approvals for the acquisition of three natural gas power plants on 2026-06-01, with the transaction expected to close; Medium importance estimated due to significant asset expansion, expected.
Announced progress on a production-grade digital twin capability for AI factory infrastructure, integrated with NVIDIA Omniverse DSX Blueprint.
On 2026-06-01, GE Vernova announced its German nacelle production facility reached a 25 GW cumulative output milestone. This operational success is expected to have a low price impact of at least 1%.
NuScale Power held its 2026 annual shareholder meeting on May 29, 2026. Shareholders elected nine directors, including new members Stuart A. Harshaw and Dale E. Klein, approved executive compensation on an advisory basis, and ratified the appointment of Ernst & Young LLP as the independent auditor.
Announced a segment realignment from four to three business units, effective Q1 fiscal 2027. The new segments are Network & Infrastructure Solutions, Industrial Mobility Solutions, and Precision Power Solutions. The company stated that financial guidance remains unchanged.
Director Mohit Singh sold 1,350 shares for approximately $395,833 under a pre-arranged 10b5-1 trading plan.