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KEDI US AI Electric Power Infrastructure Index

Modernizing power: U.S. innovators shaping energy infrastructure for an AI-enabled future.

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Sentiment Summary

Positive
8
Neutral
21
Negative
2

Recent Events

6/17/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Other

2026 Annual Meeting of Stockholders on 2026-06-17. Low importance estimated as annual meetings are routine governance events, scheduled.

Declared a quarterly dividend of $0.67 per share for Q2 2026, with an ex-dividend date of June 9, 2026 scheduled. Low impact expected as it is a routine dividend declaration.

5/19/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Other

Vertiv 2026 Investor Conference on 2026-05-19 to provide updates on strategic initiatives, market trends, and innovations. Low importance estimated as conferences typically provide incremental updates, scheduled.

5/15/2026, 12:00:00 AM
Constellation Energy Corp (CEG)
Other

Ex-dividend date on 2026-05-15 for a quarterly dividend of $0.4265 per share, announced on April 28, 2026. Low impact is estimated as the dividend amount typically results in a minor price adjustment scheduled.

5/12/2026, 12:00:00 AM
Oklo Inc (OKLO)
Earnings Release

Oklo is scheduled to release its Q1 2026 financial results after market close on May 12, 2026, with analysts forecasting an EPS of approximately -$0.19, scheduled.

5/11/2026, 12:00:00 AM
Constellation Energy Corp (CEG)
Earnings Release

Q1 2026 earnings release scheduled. Analysts forecast EPS of $2.43 to $2.56, an increase from the prior year. Medium impact is estimated as earnings results typically drive significant price movement scheduled.

5/8/2026, 12:00:00 AM
Eaton Corporation plc (ETN)
Other

Quarterly dividend of $1.10 per share, with an ex-dividend date of May 8, 2026. Market impact is estimated at Low (1-5%) as dividends are typically priced in, scheduled.

5/7/2026, 12:00:00 AM
Vistra Corp (VST)
Earnings Release

Vistra is scheduled to report its first quarter 2026 financial and operating results on May 7, 2026, as announced on April 1, 2026. High impact is estimated due to the significance of earnings reports on stock prices, scheduled.

5/7/2026, 12:00:00 AM
NuScale Power Corp (SMR)
Earnings Release

NuScale Power is scheduled to host a conference call to review its first quarter 2026 financial results and provide a business update on 2026-05-07. A price impact of 5% or more is expected.

5/6/2026, 12:00:00 AM
Exelon Corp (EXC)
Earnings Release

Exelon Corporation to announce Q1 2026 earnings results on May 6, 2026. Significant price impact (5-10%) is estimated for this event, scheduled.

5/6/2026, 12:00:00 AM
Ormat Technologies Inc (ORA)
Earnings Release

Q1 2026 earnings results to be released after market close on 2026-05-06, with medium importance estimated based on historical earnings volatility, scheduled.

5/5/2026, 12:00:00 AM
Cameco Corp (CCJ)
Earnings Release

First quarter 2026 financial results and conference call. Quarterly earnings releases typically result in price movements of 5% or more, justifying the Medium importance rating; scheduled.

5/5/2026, 12:00:00 AM
Eaton Corporation plc (ETN)
Earnings Release

Q1 2026 earnings release scheduled for May 5, 2026. Analysts forecast EPS of ~$2.75 and revenue of ~$7.1 billion. Market impact is estimated at Medium (5-10%) as earnings are a primary driver of stock volatility, forecasted.

5/5/2026, 12:00:00 AM
Centrus Energy Corp (LEU)
Earnings Release

Centrus is scheduled to release its first-quarter 2026 results on May 5, 2026, after market close, with a conference call on May 6. Analysts forecast EPS to be between $0.41 and $0.48, a significant decrease year-over-year. Medium importance estimated due to typical price movement around earnings, scheduled.

Earnings Release

First quarter 2026 financial results are scheduled to be announced on May 5, 2026 scheduled. Medium impact expected as it is a primary quarterly earnings report.

5/5/2026, 12:00:00 AM
Talen Energy Corp (TLN)
Earnings Release

Q1 2026 financial results and earnings call, with Medium importance estimated due to typical 5% volatility, scheduled.

5/4/2026, 12:00:00 AM
Powell Industries Inc (POWL)
Earnings Release

Fiscal Q2 2026 earnings release scheduled for after market close on May 4, 2026. Analysts forecast EPS of $4.05 and revenue of $297.11M. Low impact is estimated.

5/1/2026, 12:00:00 AM
nVent Electric plc (NVT)
Earnings Release

First quarter 2026 financial results and conference call scheduled on 2026-05-01; analysts forecast EPS of $0.94, and Medium importance is estimated as earnings drive price movement, estimated.

4/30/2026, 12:00:00 AM
Quanta Services Inc. (PWR)
Earnings Release

Quanta Services is scheduled to release its Q1 2026 earnings results before the market opens on April 30, 2026, with an investor call to follow; analysts forecast EPS of $1.98-$2.14, and a high price impact is expected due to historical earnings volatility.

4/29/2026, 12:00:00 AM
Entergy corporation (ETR)
Earnings Release

Entergy to report Q1 2026 financial results on April 29, 2026, before market open. High importance reflects an estimated price impact of ≥10%, scheduled.

4/28/2026, 12:00:00 AM
Bloom Energy Corp (BE)
Earnings Release

Reported record Q1 2026 results on April 28, 2026, with revenue of $751.1M (+130% YoY) and non-GAAP EPS of $0.44, significantly beating analyst expectations. Raised full-year 2026 guidance. High importance due to estimated >10% price impact from exceptional growth.

4/28/2026, 12:00:00 AM
Exelon Corp (EXC)
Other

The Board of Directors declared a regular quarterly dividend of $0.42 per share on April 28, 2026, payable on June 15, 2026, to shareholders of record as of June 4, 2026. A minor price impact (1-5%) is expected.

4/28/2026, 12:00:00 AM
GE Vernova Inc (GEV)
Other

BNP Paribas Exane downgraded GE Vernova stock from 'outperform' to 'neutral' on 2026-04-28, citing concerns about sustaining future growth momentum. The stock price declined following the downgrade.

4/27/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Other

Announced the acquisition of Strategic Thermal Labs, LLC on 2026-04-27 to enhance its thermal management portfolio.

4/27/2026, 12:00:00 AM
Powell Industries Inc (POWL)
Other

JPMorgan initiated coverage with an 'Overweight' rating and a $310 price target.

4/24/2026, 12:00:00 AM
Centrus Energy Corp (LEU)
Other

On April 24, 2026, analyst firm B. Riley lowered its price target on Centrus Energy to $295 from $315 but maintained a Buy rating. Other analysts also recently lowered earnings estimates. Medium importance estimated due to analyst influence on market sentiment, estimated.

4/24/2026, 12:00:00 AM
nVent Electric plc (NVT)
Other

Ex-dividend date for a quarterly cash dividend of $0.21 per share on 2026-04-24; the dividend was announced on 2026-02-16 and is payable on 2026-05-08. Low importance is estimated as dividends have minor impact, and the event is scheduled.

4/23/2026, 12:00:00 AM
Oklo Inc (OKLO)
Other

Oklo announced a collaboration with NVIDIA and Los Alamos National Laboratory to advance nuclear fuel validation and AI-enabled research on April 23, 2026, causing a significant stock price increase of over 15%.

4/22/2026, 12:00:00 AM
GE Vernova Inc (GEV)
Earnings Release

GE Vernova announced Q1 2026 financial results on 2026-04-22, reporting revenue of $9.3 billion and EPS of $17.44, beating analyst estimates and raising full-year guidance. The stock rose significantly on the news.

4/22/2026, 12:00:00 AM
Vertiv Holdings Co (VRT)
Earnings Release

Reported strong Q1 2026 financial results, with net sales of $2.65 billion (up 30% YoY) and diluted EPS of $0.99 (up 136% YoY). The company also raised its full-year 2026 guidance.

4/22/2026, 12:00:00 AM
Vistra Corp (VST)
Other

Vistra announced the pricing of a $4.0 billion private offering of senior notes on April 8, 2026. The offering was completed on April 22, 2026, with proceeds used to refinance debt.

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