KEDI US AI Electric Power Infrastructure Index
Modernizing power: U.S. innovators shaping energy infrastructure for an AI-enabled future.
Sentiment Summary
Recent Events
Quarterly dividend of $0.2290 per share with an ex-dividend date of June 22, 2026; low importance estimated as dividends usually cause minor price adjustments, scheduled.
Vertiv will hold its 2026 annual meeting of stockholders on June 17, 2026. This is estimated to have a Low impact (>1%) as a routine administrative event, scheduled.
Annual Meeting of Stockholders on 2026-05-21. Low importance is estimated due to the potential for ≥1% price impact from routine corporate governance; scheduled.
Fourth quarter and full year fiscal 2026 financial results to be released after market close on May 20, 2026, with a conference call scheduled for May 21, 2026. High importance is estimated due to potential for significant price volatility for this event which is scheduled.
Vertiv is scheduled to host its 2026 Investor Conference on May 19-20, 2026. This is estimated to have a Low impact (>1%) as a routine strategic update, scheduled.
Nano Nuclear Energy is expected to release its Q2 2026 earnings on or around May 15, 2026. Analysts forecast an EPS of approximately -$0.27. Medium importance is estimated based on historical volatility for small-cap nuclear firms during earnings. This event is forecasted.
Quarterly dividend ex-date on 2026-05-15 for a payment of $0.4265 per share, declared on April 28, 2026. Low importance as dividend ex-dates typically result in minor price adjustments, scheduled.
Oklo's Q1 2026 earnings release and business update call on May 12, 2026, which typically results in >=5% price volatility, scheduled
Q1 2026 earnings release is scheduled for 2026-05-11. Analysts forecast EPS of ~$2.43-$2.57 and revenue of ~$8.71B-$9.92B. High importance due to potential for significant volatility upon release, expected.
First quarter 2026 earnings conference call scheduled for May 7, 2026, where analysts forecast earnings of -$0.11 per share. High importance estimated due to typical high volatility during earnings for growth-sector stocks; scheduled and forecasted.
Vistra is scheduled to report its first quarter 2026 financial and operating results on May 7, 2026. Analysts forecast earnings of $1.28 per share and revenue of $5.715 billion for the quarter; high importance estimated due to potential earnings surprises, forecasted.
First quarter 2026 financial results to be announced after market close on May 6, 2026, with a price impact of over 10% expected.
Exelon is scheduled to announce its Q1 2026 financial results before the market opens on May 6, 2026. Given that earnings reports often lead to price movements of 5% or more (Medium), analysts forecast earnings of $0.90 per share estimated.
First quarter 2026 earnings results and conference call, for which high importance is estimated due to potential market volatility, is scheduled.
Eaton is scheduled to announce its first quarter 2026 earnings results before the market opens on 2026-05-05, with analysts forecasting positive year-over-year growth; high importance is estimated due to expected price impact of over 10%, forecasted.
Centrus Energy is scheduled to release its first quarter 2026 earnings report on May 5, 2026; importance is based on an estimated price impact of ≥5% typical for earnings releases, scheduled
First quarter 2026 financial results and earnings call scheduled. Analysts forecast EPS of approximately $1.49-$1.50 forecasted
Talen Energy is scheduled to report its first quarter 2026 financial results after market close on May 5, 2026. Importance is estimated at Low as earnings releases typically result in at least a 1% price impact, scheduled.
Fiscal second-quarter 2026 earnings results are scheduled to be released after the market closes. Medium importance is estimated as earnings releases typically result in price movements of 5% or more, scheduled.
First quarter 2026 earnings release on 2026-05-01; analysts forecast EPS of $0.93-$0.94 on revenues of $1.11 billion, while company guided for $0.90-$0.93. High importance is estimated due to historical volatility during earnings scheduled.
Quanta Services announced Q1 2026 financial results, reporting revenue of $7.87 billion and adjusted EPS of $2.68, significantly exceeding analyst estimates. The company also raised its full-year 2026 guidance and reported a record backlog of $48.5 billion. High importance is estimated due to the potential for ≥10% price impact from the significant earnings beat and guidance raise; expected.
Analysts forecast Constellation's 2026 capital expenditure to increase 128% to $6.7 billion, driven by surging electricity demand from AI data centers. Medium importance as significant CapEx increases reflect long-term growth strategy, forecasted.
Announced a significant agreement with Meta and a more than 30% increase in its four-year capital plan to $57 billion, driven by growing demand from data centers and industrial customers. The company also raised its future EPS guidance for 2027-2029. This major strategic expansion and guidance raise are estimated to have a price impact of 10% or more.
Announced the opening of a new Operations Center in Houston, Texas on April 29, 2026. Medium importance estimated as infrastructure expansion indicates growth but has moderate immediate price impact; scheduled.
Reported Q1 2026 adjusted EPS of $0.86, slightly missing analyst estimates, on revenue of $3.19 billion, which beat analyst estimates. The company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45. These mixed results are estimated to have a 1-5% price impact, as analysts estimated.
Released Q1 2026 earnings on April 28, 2026, reporting revenue of $751.1 million and non-GAAP EPS of $0.44, significantly beating analyst estimates and raising full-year guidance.
Nano Nuclear Energy announced on April 28, 2026, that its KRONOS microreactor aligns with the NRC's Part 53 and Part 57 rules. Medium importance is estimated as this clarifies the regulatory path for future deployment. This event is scheduled.
The Board of Directors declared a quarterly dividend of $0.42 per share on April 28, 2026, with an ex-dividend date of June 4, 2026, and a payment date of June 15, 2026.
The Federal Energy Regulatory Commission (FERC) issued an order extending the capacity price collar in the PJM market on April 28, 2026.
The Annual Meeting of Shareholders was held on April 28, 2026, where directors were elected and executive compensation was approved.