KEDI US AI Electric Power Infrastructure Index
Modernizing power: U.S. innovators shaping energy infrastructure for an AI-enabled future.
Sentiment Summary
Recent Events
Oklo's Q1 2026 earnings release on 2026-05-12, with analysts estimating a 5% price impact as earnings typically drive volatility, scheduled.
Q1 2026 earnings conference call is scheduled for May 11, 2026. The earnings report is expected to be released before the call. A market reaction of at least 1% is estimated. scheduled
First Quarter 2026 earnings results and conference call on May 7, 2026, with importance estimated based on potential project updates scheduled.
Vistra announced it will report its first quarter 2026 financial results on May 7, 2026, scheduled.
Exelon is scheduled to announce its first quarter 2026 earnings results on May 6, 2026. Impact is an estimate based on the typical market reaction to earnings announcements, 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 to follow on May 7, 2026, expected. Earnings releases typically result in significant price volatility (estimated 5-10% impact).
Q1 2026 earnings results scheduled to be released before markets open. Market impact is estimated at Medium as quarterly earnings typically drive significant price movement, scheduled
PSEG is scheduled to release its Q1 2026 financial results on May 5, 2026; I estimate a Medium importance as earnings releases often cause significant price movement, scheduled.
Talen Energy plans to release its first quarter 2026 financial results on May 5, 2026, scheduled. Low importance estimated as earnings dates are standard market events.
First quarter 2026 earnings release with medium importance estimated based on historical price volatility following earnings announcements is scheduled.
Ex-dividend date on May 1, 2026, for the quarterly dividend of $0.64 per share, declared on April 6, 2026; Low importance is estimated due to minor price adjustment, scheduled.
Quanta Services is scheduled to release its first quarter 2026 financial results before the market opens on April 30, 2026, scheduled.
Entergy is scheduled to release its Q1 2026 earnings results on April 29, 2026, with a conference call at 10:00 AM CT; Medium importance is estimated due to typical earnings volatility, scheduled.
First quarter 2026 financial results scheduled to be released after market close. Importance is an estimate based on typical earnings impact, scheduled
The 2026 Annual Meeting of Shareholders is scheduled to be held in a virtual-only format on April 28, 2026. A market reaction of at least 1% is estimated. scheduled
Q1 2026 earnings release on 2026-04-24. Analysts forecast an EPS of $0.94. The company previously guided for Q1 adjusted EPS of $0.90-$0.93. High importance estimated due to potential for significant price movement following guidance updates, scheduled.
Ex-dividend date for a quarterly cash dividend of $0.21 per share on 2026-04-24. Low importance estimated as dividend announcements typically result in minor price adjustments, scheduled.
Vertiv Holdings Co. is scheduled to report its first quarter 2026 financial results before the market opens on April 22, 2026. High importance is estimated as earnings for AI infrastructure leaders typically result in ≥10% price volatility. This is scheduled.
Q1 2026 earnings release is scheduled. Analysts forecast EPS of approximately $1.95-$1.97. Medium importance is estimated based on typical earnings volatility, forecasted.
Annual General Meeting of Shareholders on April 22, 2026, with low importance estimated as routine meetings typically have limited market impact, is scheduled.
Proposed a joint project with Argentina's state-run Dioxitek to develop a uranium hexafluoride production facility, representing its first formal project step outside the U.S. This is a proposal pending review by Argentinian authorities. Medium importance is estimated based on the potential for significant international expansion.
Jefferies Financial Group downgraded PSEG from a "buy" to a "hold" rating on April 15, 2026.
Vertiv announced a collaboration with CPower Energy to turn battery energy storage systems into grid resources to improve grid capacity on April 14, 2026.
Oppenheimer analysts maintained their Outperform rating and raised the price target on EnerSys from $186 to $210, forecasted.
Announced an expanded strategic partnership with Oracle, which intends to procure up to 2.8 GW of Bloom's fuel cell systems to support its AI and cloud infrastructure. An initial 1.2 GW is already under contract. The news caused the stock to surge over 20%.
Vineyard Wind 1 LLC filed a lawsuit against GE Vernova to prevent the termination of turbine supply contracts for its offshore wind project, citing performance issues and a blade failure in July 2024. GE Vernova had issued a termination notice on February 27, 2026.
Vertiv announced the acquisition of BMarko Structures to enhance its Infrastructure Solutions business in North America on April 13, 2026.
Expanded the Board of Directors on 2026-04-10, appointing four new independent directors; analysts estimate a 1% price impact from governance enhancement estimated.
Major shareholder Fluor Corporation sold 13.5 million shares on April 9, 2026, contributing to the stock price reaching a 52-week low.
Awarded a Gateway for Accelerated Innovations in Nuclear (GAIN) Voucher by the U.S. Department of Energy to collaborate with Oak Ridge National Laboratory on the development of its KRONOS microreactor. Low importance is estimated as this is an R&D support grant.