KEDI US AI Software Index

Cloudflare is scheduled to host an Investor Day on June 9, 2026; a >=5% price impact is estimated as the company provides strategic updates scheduled.

Cloudflare is scheduled to report Q1 2026 financial results on May 7, 2026; a >=10% price impact is estimated based on historical earnings volatility scheduled.

First quarter 2026 financial results are scheduled to be released after the U.S. market closes. High importance is estimated due to historical price impact of earnings, scheduled

Fortinet will announce its first quarter 2026 financial results on May 6, 2026, after the market closes; a price impact of over 10% is estimated based on historical earnings volatility scheduled

Palantir announced on April 13, 2026, that its first-quarter 2026 financial results will be released on May 4, 2026. This announcement is estimated to cause a price impact of at least 5%, scheduled.

First quarter 2026 earnings results are scheduled to be released after market close on April 30, 2026. High importance is estimated due to historical volatility exceeding 10% following earnings reports. Analysts' EPS of -$0.43 and revenue of $1.73 billion are forecasted.

The new subscription service 'Roblox Plus', which replaces 'Roblox Premium', is scheduled to launch globally on April 30, 2026. Medium importance is estimated as this major product shift is expected to impact revenue by over 5% and is scheduled.

Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after the market close on April 29, 2026, followed by a conference call. High impact is expected as earnings are a primary driver of stock volatility. scheduled

SAP is scheduled to release its financial results for the first quarter of 2026 on April 23, 2026. This event is estimated to cause a market reaction of at least 5% based on historical volatility scheduled.

ServiceNow is scheduled to release its financial results for the first quarter of 2026 after the market closes on April 22, 2026; high importance is estimated due to the significant price impact typically associated with quarterly earnings, scheduled.

Oracle announced a partnership with AWS on April 16, 2026, to provide direct connections between OCI and AWS, enhancing multicloud capabilities. This strategic partnership is estimated to result in a price impact of approximately 5%, expected.

Announced that first quarter fiscal year 2026 financial results will be reported on May 7, 2026, scheduled.

CEO Satya Nadella announced that the Fairweather AI data center in Wisconsin went live ahead of schedule on April 16, 2026. The news contributed to a stock price increase of nearly 2% during the trading day.

A securities class action lawsuit filing against Snowflake is scheduled for April 16, 2026, for investors who purchased stock between June 27, 2023, and February 28, 2024; a 1-2% impact is estimated as initial litigation typically has limited immediate market effect; expected.

Salesforce to announce 'Headless 360' platform and 'AgentExchange' at TDX 2026 on April 15, 2026; a ~5% price impact is scheduled.

Adobe announced the launch of its Firefly AI Assistant, a new conversational AI tool for its Creative Cloud applications, and a collaboration with Anthropic. The stock rose 3.55% on the news.

On April 14, 2026, Palo Alto Networks announced the completion of its acquisition of Koi, a startup specializing in securing AI-driven systems and endpoints, for an estimated $400 million. The technology will be integrated into the company's Prisma and Cortex platforms. This acquisition is expected to have a moderate positive impact on the stock price by expanding the company's AI security capabilities.

On April 13, 2026, Oracle announced an expanded partnership to procure up to 2.8 GW of power from Bloom Energy for AI data centers. This expansion is estimated to cause a stock surge with a price impact of at least 5%, expected.

BTIG initiated coverage on Adobe with a "Neutral" rating, citing uncertainty about how artificial intelligence will reshape the creative software market. Low impact estimated as analyst initiations typically have limited price effect.

On April 13, 2026, it was reported that Microsoft was pausing new carbon removal credit purchases to review its portfolio and market conditions, a move that could impact the carbon removal market where it is a dominant buyer.